Private Banker (MIAMI)

Pacificacontinental; Miami (FL); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Competitive salary and benefits package

Opportunity to work with a global team

Chance to make a significant impact on clients' lives

Job summary

A European bank in Miami is seeking an experienced Private Banker to develop client relationships and provide comprehensive financial and investment advice. The ideal candidate will have over 5 years of private banking experience and a strong network in Latin America. This position offers a competitive salary, benefits, and a hybrid work model.

Qualifications

• Over 5 years of experience in private banking.
• Strong network of contacts in Latin America.

Responsibilities

• Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios.
• Execute transactions on behalf of clients.

Skills

Relationship management

Financial planning

Investment advice

Portfolio management

Education

Bachelor's degree in finance or a related field

SEC Series 65 or 66 license

Job description

Our client is a European bank with a presence in 11 countries that offers specialized services in the management of large fortunes.
They are looking for an experienced Private Banker.
Location: Miami, Florida, United States

Responsibilities

• Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios.
• Execute transactions on behalf of clients.

Qualifications

• 5+ years of experience in private banking.
• Strong network of contacts in Latin America.
• Bachelor's degree in finance or a related field.
• SEC Series 65 or 66 license.

Benefits

• Competitive salary and benefits package.
• Opportunity to work with a global team of experienced professionals.
• Chance to make a significant impact on the lives of our clients.
• Hybrid work model.