Brazilian Market – Private Banker – Miami Desk Position Available In Miami-Dade, Florida
Tallo's Job Summary: The Private Banker position at the Miami Desk for the Brazilian Market involves managing an ultra-net-worth client portfolio in Brazil, offering tailored wealth management solutions. Responsibilities include client acquisition, networking, and collaboration with internal teams. The role requires a proven track record in private banking, strong client acquisition skills, and expertise in investment advisory. The position reports to the Head of Private Banking.
Job Description
Redstone Private Banking Search specialises in offering 360° search solutions to the global private banking and wealth management markets. With extensive coverage of Private Banks, Family Offices, Wealth Managers, and Investment Firms, Redstone Private Banking Search provides a competitive edge in sourcing top-tier talent for today’s evolving financial landscape. Redstone Private Banking Search is working with a leading financial institution looking to hire a Private Banker to join their team. Key Responsibilities / Tasks Develop and manage a portfolio of ultra-net-worth clients ($10MM+ ticket size) across the Brazil region, providing tailored wealth management and investment solutions. Proactively acquire new clients and deepen relationships with existing ones through strategic prospecting and networking. Work closely with internal teams, including investment specialists, credit advisors, and compliance, to ensure seamless client service. Stay up to date with market trends, regulatory changes, and financial products relevant to Brazilian clients. Role reports to the Head of Private Banking. Key Qualifications / Experience Proven track record as a Private Banker or Relationship Manager, managing Brazilian clients and their wealth management needs. Strong network and client acquisition skills, with a deep understanding of Brazilian market dynamics. Expertise in investment advisory, credit structuring, and financial planning for ultra-high-net-worth individuals. Role is to be client-focused, revenue-generating, and compliance-driven.
