Global Private Banker for UHNW Wealth & Planning

Aumni; Miami (FL); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is looking for a Private Banker in Miami to advise clients on wealth management strategies. You will be responsible for building and maintaining relationships with ultra-high net worth individuals, providing tailored advice and solutions.

The ideal candidate has at least eight years of experience in private banking, is fluent in both Portuguese and English, and holds the necessary licenses. This role offers a competitive salary and comprehensive benefits.

Qualifications

• Eight plus years of work experience in private banking with ultra-high net worth individuals.
• Strong community presence with an established network.
• Available to travel internationally.

Responsibilities

• Manage relationships with clients by understanding needs and delivering tailored advice.
• Generate new client business and maintain existing assets.
• Advise clients on asset allocation and investment management.

Skills

Prospecting

Client relationship management

Wealth planning

Fluency in Portuguese

Fluency in English

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Job description

TwinThread is looking for a Private Banker in Miami to advise clients on wealth management strategies. You will be responsible for building and maintaining relationships with ultra-high net worth individuals, providing tailored advice and solutions.

The ideal candidate has at least eight years of experience in private banking, is fluent in both Portuguese and English, and holds the necessary licenses. This role offers a competitive salary and comprehensive benefits.