Senior Private Banker - HNW Wealth & Advisory (Bilingual)

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 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.