Private Banker; MIAMI

Private Banker

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.