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.