Pacifica Continental

Private Banker - Miami

Pacifica Continental  •  Miami, FL (Onsite)  •  2 months ago
Apply
Save Job
Mark Applied Mark Interviewed Mark Offered
Hide Job Report Job
AI can make mistakes so check important info. Chat history is never stored.

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.
Pacifica Continental

About Pacifica Continental

Pacifica Continental is a global recruitment firm specialized in strategic positions such as board members, c-suites, senior and middle management. Our customized solutions and consultative approach ensure the selection of the best talent in the market.

Our operations have reached more than 50 countries, including more than 250 cities worldwide. We pride ourselves on working with precision and knowledge in a wide range of industries. Always committed to the continuous acquisition of industry knowledge, we partner with a large number of multinational and local companies.

By developing a strong interface between our operations, we offer global solutions with a local focus.

We adapt our strategy to meet the needs of each client, driving business growth, supporting them in their internal strengthening and overcoming adversities. Working with the utmost precision and expertise, we offer specialized recruitment services, market mapping, assessment projects and temporary recruitment.

Industry
Consulting & Advisory
Company Size
201-500 employees
Headquarters
Miami, Flórida
Year Founded
2011
Website
pacificacontinental.com
Social Media