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 BankerLocation: Miami, Florida, United StatesResponsibilities• 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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Numbers & Facts
Location
Miami, FL
Skills
Bank Managementunmatched
Banking Servicesunmatched
Financeunmatched
Financial Planningunmatched
Investment Servicesunmatched
Private Bankingunmatched
Sales Managementunmatched
Sales Prospectingunmatched
Securities and Exchange Commission (SEC)unmatched
Series 65unmatched
Team Playerunmatched
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