Private Banker - Miami

Pacifica Continental; Miami (FL); On-site; USD 100,000 - 160,000; Full time

Job summary

A prestigious international financial institution in Miami is seeking a Private Banker. The ideal candidate will possess at least 5 years of experience, focusing on business development and relationship management in the Latin American market, catering to high-net-worth clients.

Qualifications

• Minimum of 5 years experience in private banking or wealth management.
• Proven ability to build a book of clients.
• Fluency in English and proficiency in either Portuguese or Spanish.

Responsibilities

• Develop and expand relationships with high-net-worth clients.
• Prospect and onboard new clients to grow the existing book of business.
• Provide tailored wealth management and advisory services.

Skills

Business development

Relationship management

Wealth management

Fluent in English

Proficiency in Portuguese or Spanish

Job description

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.

If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client’s dynamic team.

What's your citizenship / employment eligibility?*

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How long have you been working as a Private Banker?* Less than 5 years More than 5 years

Do you have your onwn book of clients?* Yes No