International Private Banker

7 days ago


Miami, United States Ascendo Resources Full time
International Private Banker

A leading financial institution, Ascendo Resources, is seeking an experienced International Private Banker to drive growth in the Florida market, focusing on clients from Venezuela, Panama, Colombia, Peru, and Costa Rica.

Your Role:
  • Manage and grow a portfolio of high-net-worth clients, both domestic and international.
  • Develop a new book of business and establish strong client relationships.
  • Provide tailored wealth management and financial advisory services to meet client needs.
  • Drive profitability and oversee the team's P&L and balance sheet.
  • Ensure compliance with regulations and manage account activities, including securities transactions.
Requirements:
  • 8+ years of experience in Private Banking or Wealth Management, with a focus on Latin American clients.
  • Fluency in Spanish and English.
  • Bachelor's degree in Finance; Series 7 and 66/63 required.
  • Strong knowledge of credit, lending, and underwriting for business and real estate loans.


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