Private Banker

3 weeks ago


Miami, United States Pacifica Continental 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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