Senior Private Banker

Pacifica Continental; Miami (FL); Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary

Global team

Client-focused service

Job summary

Pacifica Continental in Miami invites an experienced Senior Private Banker to develop and manage relationships with high-net-worth individuals and families, offering comprehensive wealth management solutions and exceptional service. You will collaborate with a team of specialists to craft customized financial plans aligned with client objectives.

Key duties include acquiring new high-net-worth clients, assessing financial needs, recommending investments, and managing portfolios.

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.

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.

Skills

Relationship management

Networking

Financial planning

Latin America network

Education

Bachelor's degree in finance or 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