Senior Private Banker

Miami, FL

Full Time

Experienced

Location: South Miami

We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives.

Responsibilities:

Identify and cultivate relationships with high-net-worth individuals and families.
Conduct in-depth financial needs assessments and develop personalized wealth management plans.
Present and recommend a wide range of investment solutions, including equities, fixed income, alternative investments, and trust & estate planning strategies.
Execute investment transactions and provide ongoing portfolio management and monitoring.
Build trust and maintain exceptional client relationships with a high level of communication and service.
Proactively identify and present new business opportunities aligned with client goals.

Qualifications:

5+ years of experience in private banking
Strong network of contacts in Latin America
Bachelor's degree in finance or a related field
SEC Series 65 or 66 license

Benefits:

Competitive salary and benefits package
Opportunity to work with a global team of experienced professionals
Chance to make a significant impact on the lives of our clients
Hybrid work model

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