Description
We are looking for a Senior Private Banker to develop and manage relationships with high-net-worth individuals and families, providing them with wealth management solutions. Responsibilities include conducting financial needs assessments, recommending investment solutions, executing transactions, and identifying new business opportunities. The role requires 5+ years of experience in private banking, a strong network in Latin America, a bachelor's degree in finance, and an SEC Series 65 or 66 license. The company offers a competitive salary and benefits package and a hybrid work model.
