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

bXhldmZRUTg5NjBPN2g4QlQzYWFaS2RBeWc9PQ==
  • 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

Movement Search & Delivery

NDT level II Job at Movement Search & Delivery

email me a resume if you are able to relocate to Lincoln, NE, Current US Citizens only, this is an on-site position, ****@*****.*** ~ Conduct system performance checks in accordance with the applicable process standard. ~ Maintain or develop procedures...

STYLINE™ Door & Window Systems

Architectural Sales Representative Job at STYLINE™ Door & Window Systems

 ...Now Hiring: Architectural Sales Representative / Project Manager Location: Los Angeles, CA (with travel to project sites as needed) Company: Styline Door & Window Systems Compensation: ~ Potential Compensation: Up to $225,000, Commission, and Performance-b... 

Coastal Harbor Health System

Nurse Manager - Behavioral Health Job at Coastal Harbor Health System

 ...Registered Nurse (RN) Manager Opportunity Coastal Harbor Health System is comprised of a 145-bed hospital for children and adolescents...  ...-to-day nursing oversight for a 145-bed child and adolescent psychiatric facility. Job Duties/Responsibilities Direct and... 

GeoLogics Corporation

Electrical Engineer Job at GeoLogics Corporation

 ...TITLE: Junior (2+yrs) Electrical Engineer (You MUST currently be a US Citizen) RATE RANGE : $40...  ...PCB design, including creation of high-level functional and architectural diagrams,...  ...analysis, component selection, schematic entry (OrCAD Capture experience a plus), and... 

Tandym Group

Staff Attorney Job at Tandym Group

 ...legal matters, including community and public benefits, family, landlord/tenant, housing, consumer, healthcare, employment and senior law issues. The position will begin as Temporary and is eligible for conversion to a direct hire position. Responsibilities: The...