Senior Wealth Manager
1 week ago
We are seeking a highly skilled Senior Private Banker to join our team at Pacifica Continental. As a trusted advisor, you will be responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional service.
Key Responsibilities
• Identify and cultivate relationships with high-net-worth individuals and families.
• Conduct in-depth financial needs assessments and develop personalized wealth management plans.
• Present and recommend a wide range of investment solutions, including equities, fixed income, alternative investments, and trust & estate planning strategies.
• Execute investment transactions and provide ongoing portfolio management and monitoring.
• Build trust and maintain exceptional client relationships with a high level of communication and service.
• Proactively identify and present new business opportunities aligned with client goals.
Requirements
• 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
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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