Senior Private Banker
2 days ago
Our client is seeking a Private Banker at the VP or SVP level to join their team This role requires experience managing relationships with HNWI.
Responsibilities:
- Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income and alternative investments and a holistic approach to family wealth management
- Partnering with product specialists in Trust, Mortgage, Investments and Insurance to obtain cross-sell opportunities
- Proactively monitors client affairs and follow through with opportunities identified during discovery and financial planning
- Relationship manage and grow long-term profitable client relationships
- Acts as the client’s trusted advisor and provide them with the right solutions
- Acts as an educator to provide clients with required knowledge to make informed decision
- Collaborate with business partners to offer a seamless customized solution
- Client relationship experience (previous private banking experience preferred)
- Keen interest in investment markets, industry trends and wealth management solutions
- Lateral thinker with ability to generate insightful and practical solutions to client situations
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Senior Private Banker
7 days ago
Fort Lauderdale, FL, United States Avior Executive Search, Inc Full timeSenior Private Banker/Relationship ManagerSenior Private BankerExpanding National Bank- Has an Immediate need in Fort LauderdaleAvior Executive Search, Inc. has been given an exclusive search assignment by a well established and actively growing bank. Due to recent acquisitions along with the growth of its clients, this newly created position is a critical...
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Senior Private Banker
1 month ago
Miami, United States Leeds Professional Resources Full timeOur client is seeking a Private Banker at the VP or SVP level to join their team! This role requires experience managing relationships with HNWI. Responsibilities: Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income...
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Senior Private Banker
1 month ago
Miami, United States Leeds Professional Resources Full timeOur client is seeking a Private Banker at the VP or SVP level to join their team! This role requires experience managing relationships with HNWI. Responsibilities: Grow the client base through networking and building around the core capabilities of tailored lending to meet the clients' needs for liquidity, access to the world's leading equity, fixed income...
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Senior Manager, Associate Banker
4 weeks ago
Miami, Florida, United States Citigroup Inc Full timeJob Title: Senior Manager, Associate BankerCitigroup Inc. is seeking a highly skilled and experienced Senior Manager, Associate Banker to join our team in Miami, Florida.Job Summary:We are looking for a seasoned professional with a strong background in wealth management and private banking to lead our team in delivering exceptional client service and driving...
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Senior Manager
4 weeks ago
Miami, FL , USA, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a Senior Manager - Associate Banker to join its team in Miami, Florida. The successful candidate will be responsible for deepening client relationships and promoting Citigroup's unique wealth management products and services.Key ResponsibilitiesDeepen client relationships and promote Citigroup's unique wealth management...
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Account Officer
3 months ago
North Miami Beach, United States IDB Bank - Israel Discount Bank Of New York Full timeIsrael Discount Bank of New York, a mid-size financial institution is looking for an international Private Banker to support the banks strategic growth in the Florida region. Ideally a banker that focuses on these Countries: Venezuela, Panama, Colum International, Officer, Banker, Private, Account, Client Relations
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International Private Banker
4 weeks ago
North Miami Beach, Florida, United States IDB Full timeJob Title: International Private BankerIsrael Discount Bank of New York is seeking a highly skilled International Private Banker to support the bank's strategic growth in the Florida region. The ideal candidate will have expertise in wealth management and financial advisory, with a focus on catering to high net worth individuals and their families.Key...
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Senior Relationship Banker
3 weeks ago
Miami, United States Ocean Bank Full timeJob Summary:The Senior Relationship Banker will be responsible for developing and maintaining strong relationships with high-net worth clients and commercial deposit, loan, and investment relationships for Ocean Bank and its subsidiaries.Key Responsibilities:Identify and pursue new business opportunities to achieve sales objectives and grow existing...
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Senior Wealth Manager
1 month ago
Miami, FL, USA, United States Leeds Professional Resources Full timeSenior Private BankerLeeds Professional Resources is seeking a seasoned Private Banker to join our team. As a trusted advisor, you will be responsible for managing relationships with high net worth individuals and providing tailored financial solutions to meet their needs.Key Responsibilities:Client Acquisition and Retention: Grow the client base through...
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Senior Investment Bankers
6 days ago
New York, NY, United States Oberon Securities, LLC Full timeAbout the Company:This 24-year old New York City-based middle market investment bank is seeking entrepreneurial senior investment banking professionals who can source and / or execute transactions with middle market companies in the consumer products industry. The investment bank has approximately 80 professionals and has offices in midtown Manhattan and...
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Strategic Associate Banker Lead
4 weeks ago
Miami, Florida, United States Citigroup Inc Full timeJob SummaryThe Associate Banker Lead is a key professional who plays a vital role in driving revenue growth and client acquisition for Citigroup Inc. This strategic role requires a deep understanding of investments, banking, and credit products, as well as excellent communication and diplomacy skills to guide and influence colleagues and external...
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Strategic Associate Banker Lead
3 weeks ago
Miami, United States Citibank Full timeThe Associate Banker is a strategic professional who plays a key role in driving business growth and development within Citibank. This role requires a deep understanding of investments and banking products, as well as excellent communication and diplomacy skills to guide and influence colleagues and external customers.Key Responsibilities:Assist the Banker...
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Executive Vice President Associate Banker Lead
4 weeks ago
Miami, United States Hispanic Technology Executive Council Full timeJob Title: Vice President Associate Banker LeadThe Associate Banker Lead is a strategic professional who stays abreast of developments within their field and contributes to directional strategy by considering their application in their job and the business. Recognized as a technical authority for an area within the business, this role requires basic...
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Senior Wealth Management Professionals
4 weeks ago
Miami, FL , USA, United States Avior Executive Search, Inc Full timeSenior Relationship Manager OpportunityOur client, a Swiss-backed RIA with 40 years of experience in private banking, is seeking experienced HNW private bankers, financial advisors, or senior relationship managers with a portable book of business.The ideal candidate will have a current portfolio of at least $100M in assets and a strong network of onshore or...
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Strategic Banker Associate Lead
4 weeks ago
Miami, United States Citigroup Inc Full timeAbout the RoleThe Associate Banker is a key member of our team, responsible for providing strategic support to our Bankers. This role requires a strong understanding of banking and credit products, as well as excellent communication and diplomacy skills.ResponsibilitiesAssist Bankers in creating sales and marketing strategies to generate revenue growth and...
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Private Equity Analyst
7 days ago
Miami, FL, United States Skyharbor Capital Partners Full timeMiami-based private investment firm is currently accepting applications for a full-time private equity Analyst. This position is designed to be a 2-3-year apprenticeship program with a high degree of mentoring, responsibility and potential for career advancement at our firm. Candidates are expected to live and work in Miami, Florida.ABOUT SKYHARBOR...
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Senior Wealth Manager
4 weeks ago
miami, United States Leeds Professional Resources Full timeSenior Private BankerLeeds Professional Resources is seeking a seasoned Private Banker to join our team. As a trusted advisor, you will be responsible for managing relationships with high net worth individuals (HNWI) and providing tailored solutions to meet their financial needs.Key Responsibilities:Client Acquisition and Retention: Grow the client base...
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Account Officer
3 months ago
North Miami Beach, United States IDB Full timeCompany Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting their needs first, and the success we've enjoyed fundamentally comes down to our people. Here at IDB, you'll work side by side with some of the most talented professionals in the industry who share a strong sense of teamwork and a...
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Tax Senior
4 weeks ago
Miami, FL, United States Kaufman Rossin Full timeAbout Kaufman RossinKaufman Rossin is a top accounting firm that prioritizes its people, their development, and well-being. We have been recognized as the Best Place to Work in South Florida over a dozen times and have grown to over 600 employees with offices spanning the tri-county area.Job SummaryWe are seeking a Tax Senior with Private Equity industry...
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Tax Senior Manager Real Estate
2 weeks ago
Miami, FL, United States EisnerAmper Full timeJob DescriptionAt EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you...