US Private Bank - Sr Private Banker - Miami, FL

Santander US; Miami (FL); Presencial; USD 77.000 - 135.000; Jornada completa

Descripción de la vacante

Santander US Private Bank in Miami serves U.S.-based high-net-worth clients and families across Florida, delivering integrated investment, banking, lending and wealth planning solutions.

The Private Banker expands and retains relationships, working with Investment Advisors and product specialists to tailor solutions and grow AUM while complying with regulatory requirements.

Formación

• Proven track record of building and managing a book of clients covering Miami / South Florida.
• Consistently meeting Asset Under Management (AUM) and net new money targets.
• Deep knowledge of investments, wealth planning, credit and risk management.
• Expert knowledge of Know Your Customer (KYC) and Anti-Money Laundering (AML) rules, incl. cross-border frameworks.
• Strong interpersonal and organizational skills.

Responsabilidades

• Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding AUM by acquiring new clients and deepening existing relationships.
• Work with product specialists across investments, credit, banking, and wealth planning to provide tailored solutions.
• Provide timely market insights and strategic advice while helping clients implement solutions aligned with their financial objectives.
• Develop targeted business development strategies, maximize referrals, and ensure regulatory and risk management compliance.

Conocimientos

AUM growth

Private banking

KYC/AML

Cross-border

Relationship mgmt

FINRA licenses

Educación

Bachelor's degree

Descripción del empleo

It Starts With You:

Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation, and the courage to challenge what’s possible. This is more than a strategic shift. It’s a chance for driven professionals to grow, learn, and make a real difference.

The Difference You Make

At Santander Private Bank, we provide the highest level of service and financial advice to high-net-worth individuals and families.

We focus on building trusted relationships and delivering customized investment, banking, lending, and wealth planning solutions designed to help clients achieve their financial objectives. By partnering across our investment, credit, and wealth management platforms, we provide an integrated approach tailored to each client's unique needs.

Based in Miami, this role focuses on serving U.S.-based clients and prospects across Florida, including individuals and families with personal, business, or investment ties to Latin America.

Key Responsibilities

The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $5MM in liquid/investable assets. As the primary point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships while acquiring new clients.

The Banker facilitates efficient and accurate interactions between the client and business partners across the Private Bank. The Banker also partners with Investment Advisors and product specialists to deepen existing relationships and deliver comprehensive wealth management solutions.

• Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing relationships.

• Work in partnership with product specialist teams across investments, credit, banking, and wealth planning to provide tailored solutions to clients.

• Provide timely market insights and strategic advice while helping clients implement solutions aligned with their financial objectives.

• Develop targeted business development strategies, maximize referral opportunities, and ensure adherence to regulatory and risk management requirements.

What You Bring

Successful candidates will bring experience acquiring and developing High Net Worth and Ultra High Net Worth client relationships within the U.S. market. The ideal candidate has a strong network among U.S.-based clients and prospects, including individuals and families with business, family, or investment ties to Latin America.

This individual is passionate about building long-term, multigenerational relationships and thrives working in a collaborative environment to achieve common goals.

Education

• Bachelor's degree required or equivalent experience.

Qualifications

• Proven track record of building and managing a book of clients covering Miami / South Florida

• Consistently meeting Asset Under Management (AUM) and net new money targets.

• Deep knowledge of investments, wealth planning, credit and risk management

• Expert in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.

• Strong interpersonal and organizational skills.

• FINRA Series 7 and Series 66 licenses required.

It Would Be Nice For You To Have:

• Experience serving clients with cross-border wealth management needs or family, business, or investment interests in Latin America.

• Proficient in Spanish

Work Authorization & Sponsorship

Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

What Else You Need To Know:

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Base Pay Range:

Minimum:

$76,875.00 USD

Maximum:

$135,000.00 USD

We Value Your Impact:

Your contribution matters and it’s recognized. You can expect a fair and competitive rewards package that reflects the impact you create and the value you deliver. We know rewards go beyond numbers. Offering more than just a paycheck our benefits are designed to support you, your family and your well-being, now and into the future. Santander Benefits - 2026 Santander OnGoing/NH eGuide (foleon.com) (https://businessolver.foleon.com/santander/2026-santander-eguide/)

Risk Culture:

We embrace a strong risk culture and all of our professionals at all levels are expected to take a proactive and responsible approach toward risk management.

EEO Statement:

At Santander, we value and respect differences in our workforce. We actively encourage everyone to apply. Santander is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.

Working Conditions:

Frequent minimal physical effort such as sitting, standing and walking is required for this role. Depending on location, occasional moving and lifting light equipment and/or furniture may be required.

Employer Rights:

This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time. This job description is not a contract for employment and either you or the employer may terminate your employment at any time for any reason.

We are committed to providing an inclusive and accessible application process for all candidates. If you require any assistance or accommodation due to a disability or any other reason, please contact us at [e-mail] to discuss your needs.

AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO