Private Banker - Miami
20220912163303 Diwbjtct3vgv33rn
Apply to this job Miami, FL Until 8/22/2026 First posted March 20, 2025 Last posted March 20, 2025
Job 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.
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.
About this role
Summary
Develop relationships with high-net-worth clients in the Latin American market.
Job title
Private Banker
Experience level
5+ years
Industry
finance
Location requirements
Located in Miami, FL; remote work not allowed.
Salary
Not specified
Management role
No
Skills & keywords
Required skills
private bankingwealth managementbusiness introducerwealth advisorclient advisorenglishportuguesespanishbusiness development
Preferred skills
None specified
Specializations
private bankingwealth managementbusiness developmentrelationship managementlatin american market
Locations
Structured locations inferred from the posting.
Miami, FL, USA
On-site City