Private Banking - Sr Banker - Mexico Coverage - Miami / Houston

About the role

The Private Banker is responsible for delivering a high-touch and superior service experience to a portfolio of affluent clientele 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.

Responsibilities

- Develop and maintain relationships with high-net-worth clients. - Provide personalized financial advice and solutions. - Manage and grow client portfolios. - Conduct regular meetings to review financial plans and strategies. - Stay updated on market trends and financial products. - Ensure compliance with regulatory requirements.

Requirements

- Bachelor’s degree in finance, economics, or a related field. - Minimum of 5 years of relevant banking experience. - Strong interpersonal and communication skills. - Proven ability to manage and grow client relationships. - Experience with wealth management and financial planning. - Compliance with professional licenses and certifications.

Qualifications

- Fluent in English. - Ability to travel within the region as needed. - Proficiency in Microsoft Office Suite.

Skills

- Excellent communication and relationship-building skills. - Strong analytical and problem-solving abilities. - Knowledge of wealth management principles and practices. - Ability to work independently and as part of a team.

Benefits

- Comprehensive benefits package including health insurance, PTO, and retirement planning. - Opportunities for professional development and growth. - Flexible working arrangements.

Pay

The base pay range for this position is posted below and represents the annualized salary range. For hourly positions (non-exempt), the annual range is based on a 40-hour work week. The exact compensation may vary based on skills, experience, training, licensure and certifications and location.

Schedule

- Full-time position. - Ongoing basis.