Job Description

Our client is seeking a Confidential Search (Private Banker/Merchant Banking and Corporate Advisor) to join their team. The candidate should have experience in a Globally diversified financial service firm. 

  • Analyze information to assess current and future financial statuses
  • Review costs for optimal budget planning
  • Evaluate reporting systems and collection procedures
  • Global, Diversified Financial Services Firm - Investment Management, Investment Advisory, Private Banking, Merchant Banking and Corporate Advisory 
  • Seeking a highly motivated individual to join our RIA (Miami) office as a private Banker/Relationship Manager 
  • Successful, new hires will have full support of our head office & complete access to our investment management platform. 

Qualifications 

  • At least 5 years of experience in Private Banking/Wealth Management 
  • Currently manages a book of LATAM clients with proven track record of sourcing & servicing clientele
  • Extensive experience managing client portfolios 
  • Fluency in Spanish or Portuguese