Private Banking Officer Job at Leeds Professional Resources, Miami, FL

WnZjUUIzakhZbTVjOTIyb2pnOUM5dDJJaFE9PQ==
  • Leeds Professional Resources
  • Miami, FL

Job Description

Our client in financial services is seeking a Private Banker to join their team! This role will manage the financial assets of high-net-worth individuals, providing comprehensive wealth management services. Develop and maintain relationships with clients, understanding their financial needs and goals to create customized wealth management strategies. Also identify new business opportunities and stay informed on market trends.

Key Responsibilities:

  • Client Relationship Management: Building and maintaining strong relationships with high-net-worth clients, understanding their financial goals and risk tolerance.
  • Wealth Management Strategy Development: Developing and implementing customized wealth management strategies for clients, including investment management, estate planning, and tax strategies.
  • Portfolio Management: Managing client portfolios, selecting suitable investments, diversifying assets, and monitoring performance.
  • Financial Advice and Consultation: Providing comprehensive financial advice, including investment recommendations, credit and lending services, and tax planning.
  • Business Development: Identifying potential new clients and proactively seeking business opportunities through referrals and networking.
  • Risk Management and Compliance: Ensuring compliance with all regulatory policies and procedures, and managing client account performance.
  • Financial Planning: Assisting clients with financial planning, including retirement planning, and identifying wealth planning opportunities.
  • Collaboration with Specialists: Working with other internal specialists, such as investment experts, estate planners, and tax advisors, to provide comprehensive services.

Requirements:

  • Series 7 and 65 or 66

Job Tags

Similar Jobs

BRIA

Licensed Practical Nurse (LPN) Job at BRIA

 ...work-life balance. Our rehabilitation centers offer a compassionate care environment, empowering you. Licensed Practical Nurse (LPN) Benefits: ~ BCBS healthcare coverage ~401k ~ Tuition reimbursement ~ Next day pay available ~ Employee rewards program ~... 

Diptyque Paris

Store Manager Job at Diptyque Paris

 ...bath and body products, and home dcor. Its flagship boutique is in Paris 5th arrondissement at 34 Boulevard Saint Germain. The Store Manager ensures an exceptional in-store experience by upholding the highest standards of client service, brand presentation, and... 

Ultimate Staffing

Receptionist Job at Ultimate Staffing

 ...Stable organization in Greenway Plaza is seeking an entry level Receptionist to join their team. If you're looking for a company that offers growth, benefits and an opportunity to succeed, this would be the right opportunity for you. Starting pay is $15/hr with the ability... 

24 Seven Talent

Graphic Designer Job at 24 Seven Talent

 ...in graphic design with a strong portfolio showcasing digital, print, and packaging work. ~ Proficiency in Adobe Creative Suite (Illustrator, Photoshop, InDesign) and other relevant design tools. ~ Strong understanding of layout, typography, color, and visual... 

China Global Connections

Biology Teacher į”Ÿį‰Šč€å¸ˆ Job at China Global Connections

 ...17.5k Job responsibilitiesTeach the subject of Biology to high school students utilizing the AP framework and ensuring...  ...supportive and safe learning environments Job requirementsBachelor degree or above in the Biology subjectTeaching certificateTwo or more...