Vice President, Private Client Group Banker
Employment type
Full-time
Work setting
On-site
Location
Miami, FL
Schedule
Day shift
Posted
You'll be redirected to the employer's application page.
Job overview
The Vice President, Private Client Group Banker role is onsite in Miami, FL. Compensation is not specified. The banker supports Bci Miami Private Client Group, serving high-net-worth and ultra-high-net-worth clients through personalized banking and wealth services. The role grows and manages a strategic client portfolio, advises clients on investments, wealth planning, credit, and banking, and coordinates internal specialists to address complex financial needs. It also supports new client acquisition, risk management, and compliant delivery of tailored financial strategies.
What you'll do
- Acquire new clients and assets
- advise clients on balance sheets, asset allocation, investment management, wealth planning, financing, credit, and banking
- manage the sales cycle through account funding and track pipelines
- maintain client relationships through reviews and presentations
- partner with internal specialists
- engage with clients and counterparties in Latin America and the United States
- identify risk factors, suitability, risk appetite, and investment horizons
- develop relationships with clients and families
- provide investment advice and tailored wealth strategies
- originate and structure credit opportunities
- analyze market data and creditworthiness
- prepare proposals for credit committees.
What we're looking for
- Skills & competencies
- vice presidentprivate client group bankerbanco de credito e inversionesmiami flonsiteprivate bankinghigh-net-worth clientsultra-high-net-worth clientswealth managementinvestment advicecredit structuringclient acquisitionfinancial planninglatin america client relationships
- Work arrangement
- Weekend coverage required
Why this role
Depending on seniority, the role may lead cross-functional client teams and mentor, train, or supervise junior private banking professionals. The posting describes work with UHNW and HNW clients and a broad suite of banking, credit, capital-markets, and investment-management products.
About the employer
Banco de Credito e Inversiones is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2052.00
You'll be redirected to the employer's application page.
Listing ID: dfbd71e2-e655-43b4-8c1e-a6707bd4150d