Talent.com
Pacifica Continental
Senior Private BankerPacifica Continental • Miami, FL, United States
Senior Private Banker

Senior Private Banker

Pacifica Continental • Miami, FL, United States
30+ days ago
Job type
  • Full-time
Job description

Senior Private Banker

Location: South Miami

We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives.

Responsibilities

  • Identify and cultivate relationships with high-net-worth individuals and families.
  • Conduct in-depth financial needs assessments and develop personalized wealth management plans.
  • Present and recommend a wide range of investment solutions, including equities, fixed income, alternative investments, and trust & estate planning strategies.
  • Execute investment transactions and provide ongoing portfolio management and monitoring.
  • Build trust and maintain exceptional client relationships with a high level of communication and service.
  • Proactively identify and present new business opportunities aligned with client goals.

Qualifications

  • 5+ years of experience in private banking
  • Strong network of contacts in Latin America
  • Bachelor's degree in finance or a related field
  • SEC Series 65 or 66 license

Benefits

  • Competitive salary and benefits package
  • Opportunity to work with a global team of experienced professionals
  • Chance to make a significant impact on the lives of our clients
  • Hybrid work model
Create a job alert for this search

Senior Private Banker • Miami, FL, United States

Similar jobs

International Private Bank- Core Private Banker- Associate

JPMorgan ChaseMiami, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.Morgan's International Private ... Show more

 • Promoted

U.S. Private Bank - Private Banker - Vice President

JPMorgan ChaseMiami, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami

SantanderMiami, FL, United States
Full-time

Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami.Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into... Show more

 • Promoted

Director Private Banker - Colombian Market

CitigroupMiami, FL, United States
Full-time

Director Private Banker - Colombian Market.Working at Citi is far more than just a job.A career with us means joining a team of approximately 219,000 dedicated people from around the globe.At Citi,... Show more

 • Promoted

U.S. Private Bank - Professional - Associate

JPMorgan Chase Bank, N.A.Miami, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Commercial Banking Relationship Manager IV

Amerant BankCoral Gables, FL, US
Full-time

Maximize share of wallet and products penetration.Promote and Cross-sell Products and services with the objective of servicing, maintaining, developing new relationships, increasing bank revenues a... Show more

 • Promoted

U.S. Private Bank - Investment Professional

ChaseMiami, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Senior Associate, Investment Banking

BDO USAMiami, FL, United States
Full-time

BDO Capital Advisors Experienced Senior Associate.The BDO Capital Advisors Experienced Senior Associate is responsible for utilizing previously obtained educational background, along with establish... Show more

 • Promoted

Corporate Banking Relationship Manager IV

AmerantbankCoral Gables, FL, US
Full-time

The Commercial Relationship Manager IV is responsible for maximizing share of wallet and products penetration.Will also promote and cross-sell products and services with the objective of servicing,... Show more

 • Promoted

Private Banker (MIAMI)

Pacifica ContinentalMiami, FL, United States
Full-time

Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes.They are looking for an experienced Private Banker Location: M... Show more

 • Promoted

Senior Business Banking Relationship Manager

First HorizonMiami, FL, United States
Full-time

Senior Business Banking Relationship Manager.Location: On site at location listed in job posting.Summary: The Business Banking Relationship Manager, Sr is a high-level banker role responsible for d... Show more

 • Promoted

U.S. Private Bank - Private Banker - Associate

JPMorgan ChaseMiami, FL, United States
Full-time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ... Show more

 • Promoted

Senior Business Banking Relationship Manager

First Horizon Corp.Miami, FL, United States
Full-time

Location: On site at location listed in job posting.Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for developing, managing, and expanding business r... Show more

 • Promoted

Vice President, Private Banking Relationship Manager

ConfidentialMiami, FL, United States
Full-time

Vice President, Private Banking Relationship Manager.The Company is seeking an experienced VP, Private Banking Relationship Manager to join their team.The successful candidate will be responsible f... Show more

 • Promoted

Private Banker

Banco SabadellMiami, FL, United States
Full-time

Banco Sabadell is seeking a Private Banker to join a dynamic team within one of the fastest growing banks in Florida.Establish periodical contact with existing and potential private banking custome... Show more

 • Promoted

Private Banking Officer Senior

City National BankMiami, FL, United States
Full-time

Are you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you'll serve as a trusted advisor to a port... Show more

 • Promoted

Senior Relationship Manager

Norman AlexMiami, FL, United States
Full-time

Miami, Florida, United States Or refer someone Job Openings Senior Relationship Manager.About the Job Senior Relationship Manager.We have been retained by a global private bank to recruit a.Relatio... Show more

 • Promoted

Senior Latam Private banker

Avior Executive SearchMiami, FL, United States
Full-time

Experience Private Bankers & Relationship Managers.International private bank & RIA is seeking experienced private bankers & relationship managers with active HNW portfolios from Latin American bas... Show more

 • Promoted

Private Banking - Sr Banker - Mexico Coverage - Miami / Houston

SantanderMiami, FL, United States
Full-time

Private Banking - Sr Banker - Mexico Coverage - Miami / Houston.Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technol... Show more

 • Promoted

Relationship Banker II (Country Walk - Miami)

Regions FinancialMiami, FL, United States
Full-time

At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proacti... Show more