Back to search

Vice President, Private Client Group Banker

Banco de Credito e Inversiones · Miami, FL · Bci Miami Private Client Group

Employment type

Full-time

Work setting

On-site

Location

Miami, FL

Schedule

Day shift

Posted

Apply for this job

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 president
private client group banker
banco de credito e inversiones
miami fl
onsite
private banking
high-net-worth clients
ultra-high-net-worth clients
wealth management
investment advice
credit structuring
client acquisition
financial planning
latin 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
Apply for this job

You'll be redirected to the employer's application page.

Browse more jobs

Listing ID: dfbd71e2-e655-43b4-8c1e-a6707bd4150d

    Vice President, Private Client Group Banker | CollabWORK