Private Banking - Banker - Mexico Region - Miami

About the role

The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of high net worth/ultra high net worth clients who have a minimum of $4MM in liquid/investable assets. As the main point of contact for the client, the Banker's primary responsibility is to adopt a proactive and disciplined approach to expanding and retaining existing relationships and acquiring new clients. The Banker facilitates efficient and accurate interactions between the client and investing business partners. The Banker also partners with the Investment Advisor to capture a greater share of client wallet, working the exact same book of business together.

Responsibilities

• Cultivate, manage and retain HNW client relationships, expanding Assets Under Management (AUM) by acquiring new clients and deepening existing ones.
• Work in partnership with the product specialist teams across investments, credit, and asset management to provide tailored solutions to our clients.
• Provide real-time investment insights and flawlessly execute client portfolio decisions utilizing a deep knowledge of wealth management products.
• Develop targeted sales strategies, maximize cross-business synergies, and ensure regulatory alignment.

Qualifications

• Bachelor's Degree Required or equivalent experience.
• Proven track record of building and managing a book of clients covering Mexico.
• Consistently meeting Asset Under Management (AUM) and net new money targets.
• Deep knowledge of investments, wealth planning, credit and risk management.
• Expert in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
• Possesses strong interpersonal and organizational skills.

Skills

• Direct experience as a banker / business development role acquiring and developing high net worth clients in Mexico.
• Passionate about building long term and multigenerational relationships.
• Thrives working in a team environment to achieve common goals.
• Proficient in Spanish (preferred).

Pay

Base pay range: Minimum $112,500.00 USD – Maximum $190,000.00 USD. Exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Schedule

Full-time position (40-hour work week for non-exempt roles).

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