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Lalande-de-Pomerol

    Senior Private Banker - Miami, United States - Pacifica Continental

    Pacifica Continental
    Pacifica Continental Miami, United States

    1 week ago

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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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