International Private Banker
A mid-size financial institution is seeking an experienced International Private Banker to drive growth in the Florida market, with a focus on clients from Venezuela, Panama, Colombia, Peru, and Costa Rica .
Your role :
- Manage and grow a portfolio of high-net-worth clients (domestic and international).
- Bring in a new book of business and build strong client relationships.
- Provide wealth management and financial advisory services, tailored to client needs.
- Drive profitability and manage the team’s P&L and balance sheet .
- Ensure compliance with regulations and manage account activities, including securities transactions.
Qualifications :
- 8+ years in Private Banking or Wealth Management with a focus on Latin American clients .
- Fluent in Spanish and English .
- Bachelor’s degree in Finance ; Series 7 and 66 / 63 required.
- Strong knowledge of credit, lending, and underwriting for business and real estate loans.
International Private Banker (vp Or Svp)
Provide wealth management and financial advisory services, tailored to client needs. Florida market, with a focus on clients from. Manage and grow a portfolio of. ...
International Private Banker (VP or SVP)
Provide wealth management and financial advisory services, tailored to client needs. Florida market, with a focus on clients from. Manage and grow a portfolio of. ...
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