Private Banker (MIAMI)
20220912163303 Diwbjtct3vgv33rn
Apply to this job Miami, FL Until 8/23/2026 First posted March 20, 2025 Last posted March 20, 2025
Job description
Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes.
They as looking for an experienced Private Banker
Location: Miami, Florida, United States
Responsibilities
• Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios
• Execute transactions on behalf of clients
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
They as looking for an experienced Private Banker
Location: Miami, Florida, United States
Responsibilities
• Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios
• Execute transactions on behalf of clients
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
About this role
Summary
Develop client relationships and provide financial planning and investment advice.
Job title
Private Banker
Experience level
5+ years
Industry
finance
Location requirements
Located in Miami, hybrid work model allowed
Salary
Not specified
Management role
No
Skills & keywords
Required skills
5+ yearsnetwork of contactsbachelor's degreeSEC Series 65SEC Series 66
Preferred skills
None specified
Specializations
financial planninginvestment adviceclient managementportfolio management
Locations
Structured locations inferred from the posting.
Miami, FL, USA
Hybrid City