Elite Private Banking Leader: HNW/UHNW Growth

New Edge Associates a Talent Acquisition Firm; Miami (FL); On-site; USD 150,000 - 270,000; Full time

Job summary

New Edge Associates a Talent Acquisition Firm seeks a VP Private Client Group Banker to develop and manage relationships with HNW/UHNW clients across private banking, investments, wealth management, lending, and credit. The role focuses on expanding assets and servicing sophisticated clients in the U.S.

and Latin America. The ideal candidate will have 5+ years in banking/investments, a strong network, and licenses (FINRA SIE, Series 7/66 or 63/65).

Qualifications

• Minimum 5 years of banking, investment, and lending experience.
• Strong background in Private Banking, Private Wealth Management, or HNW/UHNW relationship management.
• Proven ability to acquire and develop new HNW and UHNW client relationships.
• Experience providing investment and wealth management solutions to sophisticated clients.
• Active FINRA SIE, Series 7, and Series 66 OR Series 63 and 65 licenses required.
• MBA, JD, CFA, or CFP preferred.

Responsibilities

• Develop new HNW and UHNW client relationships and generate new assets for the Bank.
• Manage and expand an existing portfolio of private banking relationships.
• Identify new business opportunities through personal networks, referrals, centers of influence, and direct prospecting.
• Advise clients across their overall balance sheet, including investments, wealth planning, deposits, lending, credit, mortgages, and CRE financing.
• Manage the complete business development process from prospect identification through account funding.
• Develop long-term relationships with clients, families, and multiple generations.
• Conduct portfolio reviews, client presentations, and ongoing relationship meetings.
• Identify opportunities to increase share of wallet through appropriate banking, investment, lending, and wealth management solutions.
• Partner with investment, credit, operations, and product specialists to provide customized financial strategies.
• Develop investment recommendations based on client objectives, liquidity needs, risk tolerance, and investment horizon.
• Explain complex investment strategies, financial products, and market conditions clearly to clients.
• Identify and originate lending opportunities, including term loans, securities-based lending, and commercial and residential real estate financing.
• Analyze client creditworthiness and assist in structuring complex credit proposals.
• Prepare and present credit recommendations for appropriate approval committees.
• Maintain an active pipeline of investment and non-investment opportunities and accurately report business development activity.
• Maintain regular contact with clients and prospects throughout the U.S. and Latin America, including markets such as Mexico, Colombia, and Peru.
• Identify and appropriately manage credit, operational, legal, reputational, and compliance risks.
• Maintain accurate and timely client information and activity within CRM systems.
• Ensure adherence to BSA/AML, KYC, and other applicable U.S. and international banking requirements.
• Maintain a high standard of professionalism and deliver a first-class private banking experience.

Skills

Private Banking

Business Development

Relationship Mgmt

Investment Solutions

Lending & Credit

Client Presentations

Education

Bachelor's degree

Tools

CRM systems

Bloomberg

Job description

New Edge Associates a Talent Acquisition Firm seeks a VP Private Client Group Banker to develop and manage relationships with HNW/UHNW clients across private banking, investments, wealth management, lending, and credit. The role focuses on expanding assets and servicing sophisticated clients in the U.S.

and Latin America. The ideal candidate will have 5+ years in banking/investments, a strong network, and licenses (FINRA SIE, Series 7/66 or 63/65).