Private Banker (MIAMI) Position Available In Miami-Dade, Florida
Tallo's Job Summary: Pacifica Continental is seeking an experienced Private Banker in Miami, Florida. Responsibilities include developing client relationships, financial planning, portfolio management, and executing transactions. Qualifications require 5+ years in private banking, a strong Latin American network, a finance-related degree, and SEC Series 65 or 66 license. The role offers a competitive salary, benefits, global team collaboration, client impact opportunities, and a hybrid work model.
Job Description
Pacifica Continental
Private Banker (MIAMI)
Miami, FL – 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
