Senior Private Banker Position Available In Miami-Dade, Florida

Pacifica Continental
Senior Private Banker
Miami, FL – Full Time

Location:

South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. In this role, 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. You will act as a trusted advisor, collaborating with a team of specialists to develop customized financial plans that meet their unique needs and objectives.

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.

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