Private Banker

New Edge Associates a Talent Acquisition Firm; Miami (FL); On-site; USD 150,000 - 210,000; Full time

Job summary

New Edge Associates a Talent Acquisition Firm seeks a VP Private Client Group Banker to acquire and manage a portfolio of high‑net‑worth clients, delivering comprehensive wealth strategies across investments, lending, and banking.

You will coordinate specialists to tailor financial solutions for domestic and international clients, with a focus on Latin America connections and sophisticated credit facilities.

Qualifications

• Bachelor's degree required; MBA/JD/CFA/CFP preferred.
• Minimum five years of banking, investment, and lending experience.
• Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Proven success acquiring and managing HNW/UHNW client relationships.
• Experience serving international clients, preferably with Latin American relationships.
• Fluency in spoken and written English and Spanish.
• Proficiency in MS Word, Excel, PowerPoint, Bloomberg, and banking applications.

Responsibilities

• Acquire new HNW and UHNW clients through referrals, professional networks, prospecting, and business development activities.
• Manage and expand an established portfolio of private banking clients, increasing client assets, deposits, lending relationships, and overall revenue.
• Advise clients on their overall financial position, including investment management, asset allocation, wealth planning, liquidity, banking, and credit needs.
• Develop tailored financial strategies and investment proposals aligned with client objectives, risk tolerance, investment horizon, and market conditions.
• Identify and structure complex lending opportunities, including securities‑backed loans, residential mortgages, and commercial real‑estate financing.
• Analyze client financial information and creditworthiness and prepare detailed credit proposals for local and Head Office credit committees.
• Coordinate with investment, credit, mortgage, treasury, and other product specialists to deliver integrated financial solutions.
• Build and maintain relationships with international clients and counterparties, particularly across Latin America, including Peru, Colombia, and Mexico.
• Monitor client portfolios, investment suitability, liquidity needs, credit exposure, and relationship performance while identifying cross‑selling opportunities.
• Manage client reviews, sales pipelines, account funding, pricing requests, CRM updates, and follow‑up activities.
• Participate in internal committees and ensure transactions and client relationships comply with applicable banking regulations, BSA requirements, internal policies, and risk management standards.
• Maintain strong working relationships with internal teams, respond promptly to client requests, and deliver a high‑quality private banking experience.

Skills

Relationship management

Financial analysis

Cross-border banking

Business development

Education

Bachelor's degree

MBA preferred

Tools

Bloomberg

Microsoft Office

Job description

The VP Private Client Group Banker is responsible for acquiring, managing, and expanding a portfolio of high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. This role provides comprehensive financial advice across investments, wealth planning, banking, and complex lending solutions. The Banker develops long‑term client relationships, generates new business, and coordinates internal specialists to deliver customized financial strategies to domestic and international clients, particularly those with connections to Latin America.

Job Responsibilities

• Acquire new HNW and UHNW clients through referrals, professional networks, prospecting, and business development activities.
• Manage and expand an established portfolio of private banking clients, increasing client assets, deposits, lending relationships, and overall revenue.
• Advise clients on their overall financial position, including investment management, asset allocation, wealth planning, liquidity, banking, and credit needs.
• Develop tailored financial strategies and investment proposals aligned with client objectives, risk tolerance, investment horizon, and market conditions.
• Identify and structure complex lending opportunities, including securities‑backed loans, residential mortgages, and commercial real‑estate financing.
• Analyze client financial information and creditworthiness and prepare detailed credit proposals for local and Head Office credit committees.
• Coordinate with investment, credit, mortgage, treasury, and other product specialists to deliver integrated financial solutions.
• Build and maintain relationships with international clients and counterparties, particularly across Latin America, including Peru, Colombia, and Mexico.
• Monitor client portfolios, investment suitability, liquidity needs, credit exposure, and relationship performance while identifying cross‑selling opportunities.
• Manage client reviews, sales pipelines, account funding, pricing requests, CRM updates, and follow‑up activities.
• Participate in internal committees and ensure transactions and client relationships comply with applicable banking regulations, BSA requirements, internal policies, and risk management standards.
• Maintain strong working relationships with internal teams, respond promptly to client requests, and deliver a high‑quality private banking experience.

Qualifications

• Bachelor's degree required; an MBA, JD, CFA, or CFP is preferred.
• Minimum of five years of banking, investment, and lending experience.
• Active FINRA Series 7 and Series 66 licenses, or Series 63 and Series 65 licenses.
• Demonstrated success acquiring and managing HNW and UHNW client relationships and growing client assets.
• Established network of high‑net‑worth clients and strong business development capabilities.
• Strong knowledge of investment products, portfolio management, wealth planning, and private banking services.
• Experience structuring complex credit facilities, including securities‑backed lending, residential mortgages, and commercial real‑estate loans.
• Ability to analyze client financial statements, assess creditworthiness, and prepare complex credit proposals.
• Experience serving international clients, preferably with Latin American relationships.
• Fluency in spoken and written English and Spanish.
• Strong relationship management, analytical, negotiation, presentation, and communication skills.
• Proficiency in Microsoft Word, Excel, PowerPoint, Bloomberg, and banking applications.
• Valid driver's license and ability to travel for client meetings and business development activities.
• Ability to work independently, manage competing priorities, and maintain compliance in a fast‑paced environment.