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Private Banker - Miami at Pacifica Continental

Miami, Florida, United States -

Full Time

Start Date

Immediate

Expiry Date

11 Apr, 26

Salary

0.0

Posted On

12 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Private Banking, Business Development, Relationship Management, Wealth Management, Client Onboarding, Investment Solutions, Trust Planning, Estate Planning, Client Satisfaction, Portfolio Management, Financial Strategies, Market Trends, Regulatory Requirements, Spanish, Portuguese, Hunter Mentality

Industry

Business Consulting and Services

Description

Private Banker Location: Miami, FL Our client, a prestigious international financial institution, is seeking a Private Banker to join their team in Miami. The ideal candidate will have a strong track record in private banking, with experience in business development and relationship management within the Latin American market. This role is ideal for a driven professional with a hunter mentality and a portfolio of high-net-worth clients. Responsibilities: Develop and expand relationships with high-net-worth clients, focusing on the Latin American market. Actively prospect and onboard new clients to grow the existing book of business. Provide tailored wealth management and advisory services, including investment, trust, and estate planning solutions. Maintain a deep understanding of client needs, preferences, and financial goals to deliver customized financial strategies. Collaborate with internal teams to deliver comprehensive solutions and ensure high levels of client satisfaction. Monitor and manage portfolio performance, ensuring alignment with clients' objectives and risk tolerance. Stay up-to-date with financial market trends and regulatory requirements to provide timely advice to clients. Requirements: Minimum of 5 years of experience in private banking or wealth management. Proven ability to build and maintain a book of clients in the Latin American market. Business Introducer, Wealth Advisor, Client Advisor, or similar background in wealth management. Fluent in English, with proficiency in either Portuguese or Spanish. Strong business development skills and a hunter mentality, with the ability to drive revenue growth. If you meet the qualifications and are ready to take your career to the next level, we invite you to apply and join our client’s dynamic team.

Responsibilities

The Private Banker will develop and expand relationships with high-net-worth clients, particularly in the Latin American market. They will also provide tailored wealth management and advisory services while ensuring high levels of client satisfaction.