Senior Private Client Wealth Advisor (UHNW)

Bci Miami; Miami, Northern (FL, KY); Hybrid; USD 140,000 - 210,000; Full time

Job summary

Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service excellence, and cross-border engagement in Latin America and the USA.

As part of a private banking team, you will advise on investments, credit, and wealth planning, while ensuring adherence to regulatory standards and strong

Qualifications

• Bachelor's degree is required; advanced degrees preferred (MBA/JD/CFA/CFP).
• 5+ years of Banking, Investment and Lending experience.
• Active FINRA SIE, Series 7 and Series 66 licenses required.

Responsibilities

• New business development and relationship management.
• Advise clients on their balance sheet, asset allocation, investment management and wealth planning.
• Manage the end-to-end sales cycle from opportunity identification to funding, including pipelines.
• Grow and maintain strong client relationships through periodic reviews and tailored portfolios.
• Collaborate with internal specialists to deliver integrated advisory solutions and meet regulatory standards.
• Travel as required and build long-term client relationships across generations.

Skills

Relationship management

Financial advisory

Cross-functional collaboration

Education

Bachelor's degree

MBA

CFA

CFP

JD

Tools

Bloomberg Terminal

Microsoft Excel

Job description

Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service excellence, and cross-border engagement in Latin America and the USA.

As part of a private banking team, you will advise on investments, credit, and wealth planning, while ensuring adherence to regulatory standards and strong