What are the responsibilities and job description for the Private Banker - Miami position at Pacifica Continental?
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.
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.
