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Doral

    Senior Private Banker - Doral, United States - Pacifica Continental

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    Description

    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

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