Pacifica Continental

Private Banker (MIAMI)

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

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  • Seniority level

    Mid-Senior level
  • Employment type

    Full-time
  • Job function

    Finance and Sales
  • Industries

    Internet Publishing

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