Senior Private Banker

Banco Sabadell US; Miami (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Banco Sabadell is seeking a Private Banker to join the Miami-based team, focusing on private banking services for high-net-worth clients in Florida. The role involves relationship management, investment coordination, and portfolio oversight to deliver tailored financial guidance.

The ideal candidate will hold a Master’s degree or equivalent with 4–10 years in private banking, and be fluent in English and Spanish.

Qualifications

• Ability to read, analyse, and interpret journals, financial reports, and legal documents.
• Ability to respond to inquiries or complaints from internal customers.
• Ability to write reports and memoranda.
• Ability to present information to management, auditors, and head office.
• Ability to apply mathematical concepts for financial calculations and graphs.
• Fluency in English and Spanish.

Responsibilities

• Establish periodic contact with existing and potential private banking customers for assigned regions, via onsite calls, written or electronic communication, with travel as needed.
• Serve private banking customers by ensuring timely and accurate resolution of operational and relational problems.
• Identify, analyse, evaluate and review the investor profile of each assigned client with whom an advised or managed account relationship exists.
• Develop knowledge of the bank’s private banking customers to validate character and transaction soundness.
• Coordinate with treasury and investment teams to provide investment management, advisory and execution services.
• Monitor the performance and structure of portfolios within client parameters and supervise statements and advices.
• Adhere to ethics, rules and regulations governing investment services.
• Issue and manage investment orders for clients with fair and prompt execution.

Skills

Reader of financial reports

Bilingual English/Spanish

Interpersonal skills

Investment knowledge

Customer service orientation

Analytical thinking

Education

Master's degree or equivalent experience

4–10 years related experience

Job description

Banco Sabadell has operated in the United States since 1993 with an international full branch established in Miami. We offer Corporate Banking services to international companies in the American market, as well as International Private Banking services primarily to Latin American high-net-worth individuals seeking personalized financial guidance.

Our business model is based on the adaptation to market needs and the close and strategic relationship with customers, resulting in client loyalty and long-term customer retention. This unique strategy, along with the permanent orientation towards the search for professional performance, quality and innovation of our qualified human resource team, enables Banco Sabadell, Miami Branch to occupy an outstanding position in the banking business market. Our mission is to be Your Trusted Advisor for your personal investments and banking needs, as well as Your Relationship Manager for your business needs. Our banking teams work together to offer you and your business customized solutions in one place, one bank.

Job Description

Banco Sabadell is seeking a Private Banker to join a dynamic team within one of the fastest growing banks in Florida.

Responsibilities

• Establish periodical contact with existing and potential private banking customers for the assigned target regions whether through onsite calls, in writing or electronically, with a view towards maintaining and expanding their business dealings with the bank in general and the Branch in particular. Travelling as necessary.
• Servicing primarily the private banking customers by ensuring timely and accurate resolution of operational and relational problems experienced with them and/or their transactions with the Branch.
• Identify, analyse, evaluate and review on an ongoing basis the investor profile of each and every assigned private banking customer with whom an advised or managed account relationship exist.
• Make any and all necessary efforts and diligences leading to an adequate knowledge of the bank’s private banking customers, so as to reasonably establish from time to time the legitimacy and soundness of their character and transactions.
• Liaise and coordinate with the treasury and investment function to render quality investment management, advisory and execution services.
• Monitor the performance and structure of private banking portfolios, obtaining and issuing instructions as appropriate to maintain such portfolios within customer approved parameters and guidelines. Also, validate and/or supervise correspondence, statements and advices intended for private banking customers.
• Adhere to the codes of ethics, rules and regulations applicable to the marketing, distribution and administration of investment services.
• Issue and manage investment orders to buy, sell or transfer securities for private banking customers, ensuring a fair and prompt execution of any such orders.

Requirements

• Master's degree (M.A., M.S. or M.B.A.) or equivalent; or four to ten years related experience and/or training; or equivalent combination of education and experience.
• Ability to read, analyse, and interpret journals, financial reports, and legal documents.
• Ability to respond to common inquiries or complaints from internal customers.
• Ability to write reports and memoranda.
• Ability to effectively present information to top management, auditors, and/or head office.
• Ability to apply mathematical concepts and operations to such tasks as frequency distribution, determination of test reliability and validity, compute interest rates, ratios, and percent and to draw and interpret graphs.
• Must be able to speak, write and read English and Spanish fluently.

Sabadell Bank is an Equal Opportunity Employer