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Private Banker - Miami

Private Banker - Miami

Pacifica ContinentalMiami, FL, US
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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.     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.

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    Private Banker • Miami, FL, US