Private Banker (MIAMI)

Pacifica Continental; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

Pacifica Continental is seeking a Private Banker to join their Miami team. The ideal candidate will have a strong background in private banking, particularly in business development and relationship management within the Latin American market. Responsibilities include expanding client relationships, onboarding new clients, and providing tailored wealth management services. Candidates should have at least 5 years in wealth management, proficiency in English and either Portuguese or Spanish, and demonstrated skills in business development.

Qualifications

• Minimum of 5 years of experience in private banking or wealth management.
• Proven ability to build and maintain a book of clients in the Latin American market.
• Fluent in English, with proficiency in either Portuguese or Spanish.

Responsibilities

• Develop and expand relationships with high-net-worth clients.
• Actively prospect and onboard new clients to grow the existing book.
• Provide tailored wealth management and advisory services.
• Maintain understanding of client needs and financial goals.
• Collaborate with teams for comprehensive solutions.
• Monitor portfolio performance to align with client's objectives.

Skills

Business development

Relationship management

Wealth management

Client onboarding

Job description

Private Banker

Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients.

Responsibilities:

• Develop and expand relationships with high-net-worth clients, focusing on the Latin American market.
• Actively prospect and onboard new clients to grow the existing book of business.
• Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions.
• Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies.
• Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction.
• Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance.
• Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients.

Requirements:

• Minimum of 5 years of experience in private banking or wealth management.
• Proven ability to build and maintain a book of clients in the Latin American market.
• Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management.
• Fluent in English, with proficiency in either Portuguese or Spanish.
• Strong business development skills and a hunter mentality, with the ability to drive revenue growth.