Private Wealth Manager

3 days ago


Miami FL USA, United States Pacifica Continental Full time
Job Overview

Pacifica Continental is seeking an experienced Private Banker to join our team in Miami, Florida. As a Private Banker, you will be responsible for developing and maintaining relationships with existing and prospective clients, providing comprehensive financial planning and investment advice, and managing client portfolios.

Responsibilities
  • Build and maintain strong relationships with clients to understand their financial goals and objectives.
  • Develop and implement customized financial plans to meet clients' needs and goals.
  • Provide ongoing investment advice and portfolio management services to clients.
  • Collaborate with internal teams to ensure seamless delivery of services to clients.
Qualifications
  • 5+ years of experience in private banking or a related field.
  • Strong network of contacts in Latin America.
  • Bachelor's degree in finance or a related field.
  • SEC Series 65 or 66 license.
What We Offer
  • 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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