UHNW Wealth Management Advisor

Seminario Securities LLC; Miami (FL); On-site; USD 180,000 - 280,000; Full time

Job summary

Seminario Securities LLC in Coral Gables, FL is seeking a Senior Private Banking Relationship Manager to lead high-net-worth client engagements and expand AUM.

You will manage client portfolios, coordinate with sales, service, operations and compliance, and present sophisticated strategies across investments, credit, and wealth planning.

The role requires deep market knowledge, a proven track record in private banking, and the ability to build trusted client relationships.

Qualifications

• Client-facing experience in financial services or private banking.
• Proven ability to profile, qualify, and convert prospects into clients.
• Deep knowledge of investments, credit products and wealth management.
• Excellent verbal and written communication; ability to explain complex concepts clearly.

Responsibilities

• Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending.
• Create sales and marketing strategies to generate revenue growth and acquire new clients across sectors.
• Profile, qualify, and convert prospects into SSLLC clients; identify and pursue new opportunities with existing clients.

Skills

Client-facing experience

UHNW relationship management

AUM analysis

Strong communication skills

Job description

Seminario Securities LLC in Coral Gables, FL is seeking a Senior Private Banking Relationship Manager to lead high-net-worth client engagements and expand AUM.

You will manage client portfolios, coordinate with sales, service, operations and compliance, and present sophisticated strategies across investments, credit, and wealth planning.

The role requires deep market knowledge, a proven track record in private banking, and the ability to build trusted client relationships.