Private Banker (MIAMI)

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: Miami, Florida, United States

Responsibilities

• Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios
• Execute transactions on behalf of clients

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