A mid-size financial institution is seeking an experienced International Private Banker to drive growth in the Florida market, with a focus on clients from Venezuela, Panama, Colombia, Peru, and Costa Rica.
Your role:
Manage and grow a portfolio of high-net-worth clients (domestic and international).
Bring in a new book of business and build strong client relationships.
Provide wealth management and financial advisory services, tailored to client needs.
Drive profitability and manage the team's P&L and balance sheet.
Ensure compliance with regulations and manage account activities, including securities transactions.
Qualifications:
8+ years in Private Banking or Wealth Management with a focus on Latin American clients.
Fluent in Spanish and English.
Bachelor's degree in Finance; Series 7 and 66/63 required.
Strong knowledge of credit, lending, and underwriting for business and real estate loans.