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

c08rMG5lRVc1ZkYzMGZlMmFhV1EzdFRDYXc9PQ==
  • 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

Medical Services of America

Physical Therapist Job at Medical Services of America

 ...of America Inc., is currently seeking an experienced Full-Time Physical Therapist for our Home Health & Hospic e patients in...  ...County (Watauga) NC. Job Description: Provide physical therapy services to patients under appropriate guidelines. Implement... 

MarketScale

Experience Center Host (Part Time) Job at MarketScale

 ...amenity they need. Capture Social Media Moments : Partner with guests to document key experiences through photos and videos, amplifying MarketScale's social media presence. Support Operational Flow : Work closely with media production and hospitality teams to deliver... 

Atlas Vision

Event Host / Promotions Job at Atlas Vision

 ...planning and promotion experience is a plus Our Events team is one of our fastest growing departments as the decline in TV/ Radio / Call center marketing continues. This means we are looking to fill trainer/ supervisor and management roles to allow our west coast... 

Currency Exchange International

Part- Time Customer Service Teller Job at Currency Exchange International

 ...class. Currency Exchange International is looking for a Part-Time Teller to join their team at San Francisco Centre branch location...  ...-25 hours per week Availability needed: Weekday nights and Weekends Benefits: ~ Commute Reimbursement ~401K Plan ~... 

American Honda Motor Company, Inc.

Quality Assurance Supervisor Job at American Honda Motor Company, Inc.

What Makes a Honda, is Who makes a Honda Honda has a clear vision for the future, and its a joyful one. We are looking for individuals with the skills, courage, persistence, and dreams that will help us reach our future-focused goals. At our core is innovation. Honda...