Senior Private Banker
3 months 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
3 months 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
3 months 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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Vice President, Senior Banker
3 weeks ago
Miami, United States The Miami Herald Full timeJob Opportunity: Vice President, Senior BankerCompany: Banco Santander International (Miami, FL)Requirements:Bachelor's Degree in Business Administration or related field or foreign equivalentTwo (2) years of private banking experience providing investment management advice to high-net worth individualsTravel: 10% travel to Latin American...
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U.S. Private Bank
1 month ago
Miami, United States JPMorgan Chase Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of...
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Private Placements | Associate
7 days ago
miami, United States Private Placements Full timeLocation: Miami, FLQualifications:2+ years of leveraged lending/investment banking, or similar buy-side experienceResponsibilities:Review all due diligence materials and supplemental data to gain a thorough understanding of the business and assess requests, providing recommendations to senior underwriters.Perform detailed financial analysis on historical...
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Banker
3 weeks ago
Miami, United States JPMorganChase Full timeJOB DESCRIPTION DESCRIPTION: Duties: Responsible for marketing and implementation of investment, banking, and fiduciary solutions to Ultra-High Net Worth (UHNW) clients in/from Mexico using Spanish language. Leverage and coordinate specialists to advise UHNW Mexican clients on defining and implementing portfolio investment strategy, structuring and...
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Banker
3 weeks ago
Miami, United States JPMorganChase Full timeJOB DESCRIPTION DESCRIPTION: Duties: Responsible for marketing and implementation of investment, banking, and fiduciary solutions to Ultra-High Net Worth (UHNW) clients in/from Mexico using Spanish language. Leverage and coordinate specialists to advise UHNW Mexican clients on defining and implementing portfolio investment strategy, structuring and...
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Associate - Private Credit
7 days ago
Miami, United States Private Placements Full timeLocation: Miami, FLQualifications:2+ years of leveraged lending/investment banking, or similar buy-side experienceResponsibilities:Review all due diligence materials and supplemental data to gain a thorough understanding of the business and assess requests, providing recommendations to senior underwriters.Perform detailed financial analysis on historical...
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Associate - Private Credit
6 days ago
Miami, United States Private Placements Full timeLocation: Miami, FLQualifications:2+ years of leveraged lending/investment banking, or similar buy-side experienceResponsibilities:Review all due diligence materials and supplemental data to gain a thorough understanding of the business and assess requests, providing recommendations to senior underwriters.Perform detailed financial analysis on historical...
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Private Client Banker
3 weeks ago
Miami, United States JPMorgan Chase Full timeYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make...
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Private Client Banker
3 weeks ago
Miami, United States JPMorgan Chase Full timeYou have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise - helping people make...
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Universal Banker Senior
2 weeks ago
Miami Beach, United States First Horizon National Corporation Full timeLocation: On site at location listed in job posting.A successful Universal Banker Senior is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center. You'll process transactions, handle accounts, and seek sales opportunities. You will be trained to educate clients on our products, services, and benefits....
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Wealth Management
3 weeks ago
Miami, United States JPMorganChase Full timeJOB DESCRIPTION We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...
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Wealth Management
3 weeks ago
Miami, United States JPMorganChase Full timeJOB DESCRIPTION We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be...
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Private Equity Senior Associate
2 months ago
Miami, United States Selby Jennings Full timeAn established and growing Private Equity firm is seeking a Senior Associate to be a key player in their West Palm Beach office. This team has built an exceptional reputation and has over $2B in AUM. In this role as a Senior Associate, you will have the opportunity to be an integral member in the growth of this office and take on a long-term leadership role....
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Tax Senior Manager
2 months ago
Miami, United States EisnerAmper LLP 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...
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Wealth Management
3 weeks ago
Miami, United States JPMorgan Chase Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a...
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Derivatives & FX Solutions Senior
2 weeks ago
Miami, United States City National Bank Full timeThe Senior Banker Derivative & FX solutions will lead the pitching and advising of CNB's wide variety of clients ranging from middle market, corporate, real estate, international, and financial sponsors on interest rate and FX derivatives. The Deriva Solutions, Solution, Senior, Financial, Technology, Banking
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Senior Tax Leadership Role
1 week ago
Miami, United States EisnerAmper LLP Full timeAbout EisnerAmper LLPEisnerAmper LLP is a leading accounting, tax, and business advisory firm that combines responsiveness with a long-range perspective to help clients meet the pressing issues they face today and position them for success tomorrow.We serve a diverse range of clients, including sophisticated financial institutions, start-ups, global public...
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Wealth Management
3 weeks ago
Miami, United States JPMorgan Chase Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's Latin America Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a...