US Private Bank - Sr Private Banker - Miami, FL

Banco Santander • Miami, FL

3d

About The Position

Santander Private Bank provides high-touch financial advice and customized investment, banking, lending, and wealth-planning solutions to high-net-worth individuals and families. Based in Miami, this role serves U.S.-based clients and prospects across Florida, including those with personal, business, or investment ties to Latin America. The Senior Private Banker is the primary point of contact for a portfolio of affluent clients with at least $5 million in liquid or investable assets. The role focuses on retaining and expanding existing relationships, acquiring new clients, and coordinating with specialists across the Private Bank to deliver integrated wealth-management solutions. Applicants must be authorized to work in the United States full time without employer sponsorship. The annual base pay range is $76,875 to $135,000; compensation may vary based on skills, experience, training, licensure, certifications, and location.

Requirements

• Bachelor's degree or equivalent experience.
• Proven track record of building and managing a client book covering Miami or South Florida.
• Experience acquiring and developing high-net-worth and ultra-high-net-worth client relationships within the U.S. market.
• Consistently meet asset-under-management and net-new-money targets.
• Deep knowledge of investments, wealth planning, credit, and risk management.
• Expertise in Know Your Customer (KYC), Anti-Money Laundering (AML), and cross-border regulatory frameworks.
• Strong interpersonal and organizational skills.
• FINRA Series 7 and Series 66 licenses are required.
• Legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.

Nice To Haves

• Experience serving clients with cross-border wealth-management needs or family, business, or investment interests in Latin America.
• Proficiency in Spanish.
• A strong network among U.S.-based clients and prospects, including people and families with ties to Latin America.
• Passion for building long-term, multigenerational relationships and ability to work collaboratively.

Responsibilities

• Cultivate, manage, and retain high-net-worth and ultra-high-net-worth client relationships.
• Grow assets under management by acquiring new clients and deepening existing relationships.
• Partner with specialists in investments, credit, banking, and wealth planning to provide tailored client solutions.
• Provide timely market insights and strategic advice, and help clients implement solutions aligned with their financial objectives.
• Develop targeted business-development strategies and maximize referral opportunities.
• Facilitate efficient and accurate interactions between clients and business partners across the Private Bank.
• Meet asset-under-management and net-new-money targets.
• Adhere to regulatory and risk-management requirements.

Benefits

• Santander describes its rewards package as including benefits intended to support employees, their families, and their well-being; specific benefits are not listed in the posting.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior