Private Banker - Miami Job at Pacifica Continental, Miami, FL

dDc4RlVvNU5RK0EvaHZvRXZBT0Z5MmwxL0E9PQ==
  • Pacifica Continental
  • Miami, FL

Job Description

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.

Job Tags

Full time,

Similar Jobs

The Dental A Team

Experienced B2B Marketing Manager Job at The Dental A Team

 ...If you love B2B Marketing, this is the role for you! Were looking for an all-star marketer who loves B2B marketing for high value, service...  ...excited to join a growing team. If you have a passion for the sales & marketing funnel, love bringing your creativity to building... 

Vail Resorts

Security- Graveyard shifts Job at Vail Resorts

Create Your Experience of a Lifetime! Come work and play in the mountains! Whether its your first-time seeing snow or you were born on the slopes, joining our team means discovering (or re-discovering!) a passion for the outdoors while building lifelong connections...

EcoLink Energy

Office Assistant Job at EcoLink Energy

 ...Join Our Team as an Office Assistant at EcoLink Energy! Are you looking to kickstart your career in a dynamic and purpose-driven company...  ...entry-level role, perfect for someone looking to gain valuable experience in a professional office environment while supporting a company... 

Carroll University

Director of Institutional Research Job at Carroll University

 ...Director of Institutional Research Carroll University Description: At Carroll University, we are committed to identifying...  ...requests from internal and external stakeholders, including the development of datasets and narratives to support grant proposals, accreditation... 

Awakened Ventures LLC

Farm Equipment Operator Job at Awakened Ventures LLC

Position: Farm Equipment Operator Benefits:~ Medical Insurance ~ Dental Insurance ~ Vision Insurance ~ Life insurance ~401k Retirement Plan and Company Match ~ Paid Time Off ~ Holiday Pay ~ Cell Phone Reimbursement Why Should You Apply? Great work...