Private Banker Mexico

ReKruiting Advisors LLC.; Miami (FL); On-site; USD 180,000 - 260,000; Full time

Job summary

ReKruiting Advisors LLC. seeks a VP Private Client Group Banker in Miami to maintain, grow, and substantially expand a UHNW/HNW client book. You will deliver tailored wealth management strategies, coordinating internal specialists to meet complex goals while ensuring regulatory compliance.

You will lead end-to-end advisory and private banking solutions, manage relationships, and actively engage across Latin America, Colombia, Mexico, and the USA, to understand needs and deliver superior service.

Qualifications

• Bachelor's/University degree required.
• MBA, JD, CFA, or CFP preferred.
• Active FINRA SIE, Series 7 and Series 66 licenses are required.

Responsibilities

• New Business Development & Relationship Management.
• Advise clients on balance sheet, asset allocation, investment management, wealth planning, financing, credit and banking needs.
• Manage end-to-end sales cycle from opportunity identification through funding, including pipelines and reporting.
• Grow and maintain client relationships through periodic check-ins and portfolio reviews.
• Partner with internal specialists to provide interdisciplinary expertise to clients as needed.
• Engage with clients in Latin America and USA to tailor products and services.
• Identify risk factors (credit, operational, legal) timely.
• Assess suitability, risk appetite and investment horizon for each client.
• Acquire UHNW/HNW clients through referrals, network, and outreach.
• Build enduring multi-generational client relationships.

Skills

New Business Development

Relationship Management

Investment Advice

Wealth Management

Private Banking

Credit & Lending

Cross-selling

Client Communication

Education

Bachelor's degree

MBA/JD/CFA/CFP preferred

Job description

The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients. Operating as a trusted advisor, the individual leverages an elite suite of traditional banking, custom credit, capital markets, and investment management products to deliver highly tailored wealth management strategies to sophisticated clients. The VP Private Client Group Banker adds profound value by orchestrating internal specialist resources to meet complex financial goals while ensuring strict compliance with all local and international regulatory standards.

DUTIES OF THE POSITION

• The duties of the position include, but are not limited to, the following:
• New Business Development & Relationship Management
• Generate business results and acquire new assets from new client acquisition.
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, financing, credit and banking needs, including mortgages and CRE .
• Manage the end-to-end sales cycle from opportunity identification through account funding, including owning and managing investment and non-investment pipelines, and ensuring accurate tracking and reporting.
• Grow and maintain strong client relationships through periodic check-ins, owning the periodic review process, managing exception and pricing requests, and conducting performance portfolio reviews and client presentations.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed
• Actively engage in contact with clients and counterparties in Latin America, such as Colombia, Mexico and the USA, through phone calls, video conference, face to face meetings and email to improve our understanding of customers’ needs, and position Miami Branch to deliver products and services that meet those needs.
• Identify risk management factors (Credit, operational, legal, etc.) on a timely basis
• Identify suitability, risk appetite and investment horizon of each client as well as identify business opportunities.
• Abilities to acquire High Net Worth and Ultra High Net Worth clients, activities which can be performed through referrals, through your own network and by actively approaching potential clients.
• Build relationships with clients and families and across generations to be able to establish long term relationships.
• Product Management and Financial Advisory
• Provide expert investment advice and solutions, leveraging in-depth knowledge of traditional investments, wealth planning, and private banking services to optimize client service and identify cross-selling opportunities for UHNW and HNW Families.
• Design, implement, and orchestrate tailored wealth management strategies by mobilizing specialist resource teams (sales, operations, product specialists) to deliver integrated financial advisory solutions.
• Deconstruct and clearly present highly sophisticated financial concepts, market dynamics, and custom investment management/liquidity options to clients in an easily understood and actionable framework.
• Directly handle client expectations, ensuring that strategies remain meticulously aligned with client liquidity profiles, long-term financial objectives, and dynamic market realities.
  Demonstrated expertise in providing investment advice and solutions, with strong analytical skills to solve problems and develop innovative solutions.
• In-depth knowledge of investment products, wealth planning, and client relationship management.
  Knowledgeable in generating and implementing an investment proposal that is aligned with the investment committees view and focus list. Ensure, when appropriate, clients are aligned with the Focus List provided by Securities.
• Capable of keeping up to date with each individual drift surveillance and market direction for clients investment objectives and time horizon while preserving client Best Interest.
  Credit Origination, Structuring & Advisory Lending
  Proactively identify and develop complex financial and credit opportunities involving term loans, securities-based/collateralized loans, and structured commercial or residential real estate loans.
  Collect, comprehensively analyze, and synthesize market data, competitive landscapes, participant risks, and opportunities to structure sound financial solutions.
  Conduct financial analyses of client creditworthiness, documenting precise proposals for local and/or Head Office credit committees. Ensure all proposals accurately assess inherent risks and deliver well-supported, highly defensible recommendations.

EDUCATION:

• Bachelor's/University degree required
• MBA, JD, CFA, or CFP preferred

CERTIFICATIONS/LICENSES:

• Active FINRA SIE, Series 7 and Series 66 (or combination of Series 63 and 65) licenses are required

EXPERIENCE:
At least five (5) or more years of Banking, Investment and Lending experience. Positive, goal and team oriented, poised, tactful, independent, self-starter, detail oriented, thinks outside the box. Proven ability to manage complex relationships, both internal and external, and excellent multi-tasking abilities.