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

TGUvM3Y3R2FqeGhnelNwL1Q3MlFZMzNvdGc9PQ==
  • 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

Gecko Hospitality

Restaurant General Manager Job at Gecko Hospitality

 ...Restaurant General Manager | West Palm Beach, FL Relocation Available for the Right Candidate Search conducted exclusively by Gecko Hospitality Some restaurants serve dinner. Others create an experience guests never forget. Were looking for a General... 

TrueCare

Registered Nurse -Medication Assisted Therapy Coordinator Job at TrueCare

 ...Coordinator is responsible for overseeing the MAT program for individuals with substance use disorders. This role requires a licensed nurse who will coordinate MAT services, provide direct patient care, and ensure the safe and effective administration of medications as... 

Planet Technology

Technical Recruiter - National Strategic Delivery Job at Planet Technology

 ...part of The Planet Group, is an award-winning global staffing and recruitment firm specializing within the Core Technology, Cybersecurity,...  ...professionally and promote our brand as an employer of choice in the tech staffing industry Required qualifications: ~2-5 years of... 

Comfort Keepers of St. Cloud, MN

Certified Nurse Assistant (CNA) Job at Comfort Keepers of St. Cloud, MN

 ...looking for a career helping others? Are you interested in working for a company that values passionate employees? Comfort Keepers is a home care company that supports seniors who would like to stay in the comforts of their own home. We match clients in your area and your... 

Legacy Forward Solutions

Campaign Sales Trainee (IMMEDIATE HIRE) Job at Legacy Forward Solutions

 ...face marketing and sales strategies to connect our clients with local consumers and help drive brand awareness and new customer...  ...the face of our client campaignsdelivering exceptional customer experiences, building brand recognition, and generating new business through...