Jobs · Florida

Private Bank International - Banker / Sr Banker - Brazil Coverage - Miami

American Accounting Association · Miami, FL · 1 mo ago
$113k/yrFull-time

About the role

Santander Private Banking International seeks a Private Banker to provide the highest level of service and financial advice to high-net-worth individuals and family groups. The role involves building strong relationships, expanding AUM, and collaborating with product specialists.

Responsibilities

  • Deliver a high-touch and superior service experience to a portfolio of affluent clientele with minimum $4MM in liquid/investable assets.
  • Actively expand and retain existing relationships and acquire new clients.
  • Facilitate efficient and accurate interactions between the client and investing business partners.
  • Partner with the Investment Advisor to capture a greater share of client wallet.
  • Cultivate, manage, and retain HNW client relationships, expanding AUM.
  • Provide real-time investment insights and flawlessly execute client portfolio decisions.
  • Develop targeted sales strategies, maximize cross-business synergies, and ensure regulatory alignment.

Requirements

  • Direct experience as a banker/business development role acquiring and developing high net worth clients in Brazil.
  • Proven track record of building and managing a book of clients covering Brazil.
  • Consistently meet Asset Under Management (AUM) and net new money targets.
  • Deep knowledge of investments, wealth planning, credit, and risk management.
  • Expertise in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
  • Strong interpersonal and organizational skills.

Qualifications

  • Bachelor's degree required or equivalent experience.

What would be nice to have

  • Proficient in Portuguese (conversational in Spanish).

Pay

The base pay range for this position is $112,500.00 USD to $190,000.00 USD annually.

Schedule

The role is offered on a full-time basis with a hybrid work mode.

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