Private Banking - International Banker / Senior Banker

About the role

The Private Banker manages a portfolio of high-net-worth clients with a minimum of $4MM in liquid assets, providing personalized wealth management services.

Responsibilities

• Cultivate and retain client relationships
• Expand Assets Under Management (AUM)
• Collaborate with investment and product teams to offer tailored solutions
• Deliver real-time investment insights
• Develop targeted sales strategies
• Maximize cross-sell opportunities
• Ensure regulatory compliance

Requirements

• Bachelor's degree or equivalent
• Legal work authorization in the US
• Proven experience in acquiring and managing high-net-worth clients in Brazil
• Strong track record of meeting AUM and new business targets
• Experience working with Brazilian clients

Qualifications & Skills

• Deep knowledge of investments, wealth planning, credit, risk management, and regulatory frameworks
• Excellent interpersonal and organizational skills
• Fluency in Portuguese; conversational Spanish preferred

Benefits

• Competitive compensation
• Inclusive work environment

Adherence to a strong risk culture. The role involves minimal physical effort and may require occasional movement of light equipment.