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Skills
Bank Managementunmatched
Banking Servicesunmatched
Business Developmentunmatched
Customer Relationship Management (CRM)unmatched
Customer Service Managementunmatched
Entrepreneurshipunmatched
High Net Worthunmatched
Investment Managementunmatched
Private Bankingunmatched
Private Wealth Managementunmatched
Regulatory Complianceunmatched
Relationship Managementunmatched
Risk Managementunmatched
Wealth Managementunmatched
Description
A leading international private bank with a strong reputation in wealth management is seeking an experienced Private Banker / Relationship Manager to join its growing Miami team.
This is an excellent opportunity for a commercially minded banker to join a well-established global platform that is actively investing in its US wealth management business. The firm is particularly well-positioned to support international, cross-border, and entrepreneurial clients, offering a sophisticated investment platform and a highly client-centric approach.
Key Responsibilities
Manage and grow relationships with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
Drive new asset acquisition through personal networks, referrals, and business development initiatives.
Deliver tailored wealth management solutions, including investment advisory, discretionary portfolio management, and wealth planning.
Collaborate with internal investment specialists to provide bespoke solutions aligned with client objectives.
Maintain the highest standards of client service, risk management, and regulatory compliance.
Ideal Candidate
Proven track record in private banking or wealth management.
Existing network of HNW/UHNW clients, ideally with exposure to international or cross-border clientele.
Demonstrated success in asset gathering and business development.
Strong investment knowledge and client relationship management skills.
Entrepreneurial mindset with the ability to build and grow a sustainable client franchise.
Opportunity Highlights
Established international private banking platform with a strong global presence.
Significant focus on growth across the US and international wealth segments.
Open-architecture investment platform with access to a broad range of solutions.
Entrepreneurial culture with high levels of autonomy and support.
Competitive compensation and long-term career development opportunities.
Location: Miami, FL
Industry: Private Banking / Wealth Management
Level: VP, SVP, Director, and Managing Director profiles considered
For a confidential discussion regarding this opportunity, please get in touch.