Senior Private Banker

Pacifica Continental; Miami (FL); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A leading company in Miami is seeking a Senior Private Banker to manage relationships with high-net-worth clients and provide tailored wealth management solutions. This role demands strong interpersonal skills, financial expertise, and an ability to work collaboratively with a team of specialists to meet client needs. Successful candidates will have extensive experience in private banking and a solid network in Latin America, offering them the chance to significantly impact clients' financial journeys.

Benefits

Competitive salary and benefits package

Opportunity to work with a global team

Chance to make a significant impact

Hybrid work model

Qualifications

• 5+ years of experience in private banking.
• Strong network of contacts in Latin America.
• SEC Series 65 or 66 license required.

Responsibilities

• Identify and cultivate relationships with high-net-worth individuals.
• Conduct financial needs assessments and develop personalized wealth management plans.
• Build trust and maintain exceptional client relationships.

Skills

Client Relationship Management

Financial Analysis

Wealth Management Solutions

Education

Bachelor's degree in finance or a related field

Job description

Location: South Miami

We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives.

Responsibilities:

• Identify and cultivate relationships with high-net-worth individuals and families.
• Conduct in-depth financial needs assessments and develop personalized wealth management plans.
• Present and recommend a wide range of investment solutions,including equities,fixed income,alternative investments,and trust & estate planning strategies.
• Execute investment transactions and provide ongoing portfolio management and monitoring.
• Build trust and maintain exceptional client relationships with a high level of communication and service.
• Proactively identify and present new business opportunities aligned with client goals.

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