US Private Bank - Sr Private Banker - Miami, FL
About The Position
Santander Private Bank provides high-touch financial advice and services to high-net-worth individuals and families. The Sr Private Banker, based in Miami, serves U.S.-based clients and prospects across Florida, including individuals and families with personal, business, or investment ties to Latin America. The role focuses on building trusted relationships and delivering customized investment, banking, lending, and wealth-planning solutions through collaboration across the Private Bank’s investment, credit, banking, and wealth-management platforms. The Banker serves as the primary point of contact for a portfolio of affluent clients with at least $5 million in liquid or investable assets. The position is responsible for retaining and expanding existing relationships, acquiring new clients, growing assets under management, and providing clients with a responsive, integrated service experience. Applicants must be legally authorized to work in the United States full time without employer sponsorship to begin employment.
Requirements
- Bachelor's degree or equivalent experience.
- Proven track record of building and managing a book of clients covering Miami/South Florida.
- Experience acquiring and developing High Net Worth and Ultra High Net Worth client relationships within the U.S. market.
- Consistently meeting 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 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.
Responsibilities
- Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships.
- Expand assets under management by acquiring new clients and deepening existing relationships.
- Serve as the primary point of contact for a portfolio of affluent clients and provide a high-touch service experience.
- Coordinate efficient and accurate interactions between clients and Private Bank business partners.
- Partner with Investment Advisors and specialists across investments, credit, banking, and wealth planning to deliver tailored, comprehensive 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.
- Meet asset-under-management and net-new-money targets.
- Ensure adherence to regulatory and risk-management requirements.
Benefits
- Competitive rewards package.
- Benefits designed to support employees, their families, and their well-being now and into the future.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
