Senior Private Banker - High-Net-Worth Wealth (Miami)

Banco Santander SA; United States; On-site; USD 77,000 - 135,000; Full time

Benefits offered by this job

Santander Benefits

Job summary

Banco Santander SA US Private Bank in Miami, FL is seeking a Sr Private Banker to serve U.S.-based high-net-worth clients across Florida. The role focuses on expanding relationships, delivering tailored wealth solutions, and collaborating with Investment Advisors and product specialists to meet clients' financial objectives.

The ideal candidate has extensive experience with HNW and UHNW clients, a strong network in the U.S. market, and credentials including FINRA licenses.

Qualifications

• Proven track record of building a book of clients in Miami/South Florida.
• Deep knowledge of investments, wealth planning, credit and risk management.
• Expert in Know Your Customer (KYC) and Anti-Money Laundering (AML).
• FINRA Series 7 and Series 66 licenses required.

Responsibilities

• Deliver high-touch service to affluent clients with a minimum of $5MM in liquid/investable assets.
• Expand and retain relationships while acquiring new clients.
• Collaborate with Investment Advisors and product specialists to deepen relationships and offer wealth solutions.
• Develop targeted business development strategies and ensure regulatory and risk compliance.

Skills

KYC

AML

Cross-border regs

Investments

Wealth planning

Interpersonal skills

Organizational skills

Education

Bachelor's degree

Job description

Banco Santander SA US Private Bank in Miami, FL is seeking a Sr Private Banker to serve U.S.-based high-net-worth clients across Florida. The role focuses on expanding relationships, delivering tailored wealth solutions, and collaborating with Investment Advisors and product specialists to meet clients' financial objectives.

The ideal candidate has extensive experience with HNW and UHNW clients, a strong network in the U.S. market, and credentials including FINRA licenses.