Private Banker

3 months ago

Doral, United States The Ladders Full time

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

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