US Private Bank - Sr Private Banker - Miami, FL
About the role
It Starts With You
The Difference You Make
Key Responsibilities
The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele who have a minimum of $5MM in liquid/investable assets. As the primary point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships while acquiring new clients. The Banker facilitates efficient and accurate interactions between the client and business partners across the Private Bank. The Banker also partners with Investment Advisors and product specialists to deepen existing relationships and deliver comprehensive wealth management solutions.
- Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing relationships.
- Work in partnership with product specialist teams across investments, credit, banking, and wealth planning to provide tailored solutions to clients.
- Provide timely market insights and strategic advice while helping clients implement solutions aligned with their financial objectives.
- Develop targeted business development strategies, maximize referral opportunities, and ensure adherence to regulatory and risk management requirements.
What You Bring
Successful candidates will bring experience acquiring and developing High Net Worth and Ultra High Net Worth client relationships within the U.S. market. The ideal candidate has a strong network among U.S.-based clients and prospects, including individuals and families with business, family, or investment ties to Latin America. This individual is passionate about building long-term, multigenerational relationships and thrives working in a collaborative environment to achieve common goals.
Education
- Bachelor's degree required or equivalent experience.
Qualifications
- Proven track record of building and managing a book of clients covering Miami / South Florida
- Consistently meeting Asset Under Management (AUM) and net new money targets.
- Deep knowledge of investments, wealth planning, credit and risk management
- Expert in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
- Strong interpersonal and organizational skills.
- FINRA Series 7 and Series 66 licenses required.
It Would Be Nice For You To Have
- Experience serving clients with cross-border wealth management needs or family, business, or investment interests in Latin America.
- Proficient in Spanish
Work Authorization & Sponsorship
What Else You Need To Know
Base Pay Range
We Value Your Impact
Risk Culture
EEO Statement
To Do Next
Not included in the source posting: about the role, benefits.
Skills
Who can apply
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