Private Banker - MiamiPacifica Continental • Miami, FL, US
Private Banker - Miami
Pacifica Continental • Miami, FL, US
30+ days ago
Job type
- Full-time
- Quick Apply
Job descriptionDevelop 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. 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. Powered by JazzHR
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 :
Requirements :
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.
Create a job alert for this search
Private Banker • Miami, FL, US
Related jobs
Financial Professional to join our team in the greater Miami area to work plan sponsor relationships.This position will be responsible for 403(b) / 457 enrollment, retirement and investment strategie...Show more
At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together.
We’re entrepreneurs at heart—...Show more
Overview : About the Role We’re looking for a results-driven Small Business Banker to build lasting relationships with businesses generating up to $5 million in annual revenue.In this role, you’ll p...Show more
Dansker Capital Group is seeking to add Commercial Mortgage Brokers to our growing team.We are recruiting for full-time onsite openings in our New York City, Miami, FL, Charleston, SC, and Danbury,...Show more Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes.
They as looking for an experienced Private Banker Location : .Mi...Show more 
At City National Bank of Florida, we invest in our people and the communities we serve.Join a team where ambitious careers and meaningful relationships thrive together.We’re entrepreneurs at ...Show more
Account Director, Experiential- Miami, FL (Onsite).Account Director, Experiential- Miami, FL (Onsite).Continue with Google Continue with Google.
Account Director, Experiential- Miami, FL (Onsite).Ac...Show more
Brasil, dona das marcas XP, Rico, Clear, XP Educação, InfoMoney, entre outras.Com mais de 4,6 milhões de clientes ativos e um valor superior a R$ 1,1 trilhão de ativos sob custódia, há 24 anos vem ...Show more
Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies.Pr...Show more
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
Voya Financial Miami Advisor
Voya Financial Advisors Inc • Miami, FL, United States
Full-time
Last updated: 19 days ago • Promoted
Business Banker
City National Bank • Miami, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
Small Business Banker
City National Bank • Miami, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
Commercial Mortgage Broker (Miami)
Dansker Capital Group • Miami, FL, United States
Full-time
Last updated: 4 days ago • Promoted
Private Banker (MIAMI)
Pacifica Continental • Miami, FL, US
Full-time
Quick Apply
Last updated: 30+ days ago
Business Banker
City National Bank of Florida • Miami, FL, US
Full-time
Last updated: 30+ days ago • Promoted
Account Director, Experiential- Miami, FL (Onsite)
Loud And Live • Miami, FL, United States
Full-time
Last updated: 13 days ago • Promoted
Analyst, Financial Advisor | Private Banking (XP Miami)
XP Inc. • Miami, FL, United States
Full-time
Last updated: 20 days ago • Promoted
Citi Private Bank - UHNW Private Banker - Director / MD
Citigroup Inc. • Miami, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
U.S. Private Bank - Lending Specialist - Executive Director
JPMorganChase • Miami, FL, United States
Full-time
Last updated: 13 days ago • Promoted