Senior Private Banker

Senior Private Banker Key Responsibilities

• Manage and grow a portfolio of high-net-worth clients by offering personalized financial solutions aligned with their goals and risk profiles.
• Design and implement investment strategies tailored to each client’s financial objectives and preferences.
• Advise on wealth planning, succession, tax‑efficient structures, and asset protection.
• Coordinate with internal and external specialists (investment managers, tax and legal advisors, etc.) to deliver holistic solutions.
• Identify business development opportunities and attract new clients through networking, referrals, and targeted initiatives.
• Ensure strict adherence to internal policies and global regulatory standards (KYC, AML, CRS, FATCA).
• Stay current with market trends, investment products, and regulatory changes impacting clients.
• Prepare and present periodic reports on portfolio performance and asset evolution.
• Act as a trusted advisor and build long‑term, confidential relationships with clients and their families.

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• 7–10+ years of experience in private banking or wealth management.
• Strong experience in private banking and a proven track record managing portfolios exceeding $300 million USD.
• Strong knowledge of financial industry and current market conditions.
• Strong verbal and written communication skills. Excellent interpersonal skills, problem solving, teamwork and analytical skills.
• Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products.
• Fluency in English and Spanish.
• Availability to travel as required.