Senior Private Banker

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