Vice President Private Banking
New Edge Associates a Talent Acquisition Firm
We are seeking an experienced VP Private Client Group Banker to develop, manage, and expand relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients . This individual will serve as a trusted advisor, providing customized solutions across private banking, investments, wealth management, lending, and credit . The ideal candidate is a proven private banking professional with an established network, strong business development capabilities, and experience advising sophisticated domestic and Latin American clients. This is a highly client-facing and production-oriented position requiring the ability to generate new relationships, grow assets, and deepen existing relationships across the full financial needs of the client. Develop new HNW and UHNW client relationships and generate new assets for the Bank. Manage and expand an existing portfolio of private banking relationships. Identify new business opportunities through personal networks, referrals, centers of influence, and direct prospecting. Advise clients across their overall balance sheet, including investments, wealth planning, deposits, lending, credit, mortgages, and commercial real estate. Manage the complete business development process from prospect identification through account funding. Develop long-term relationships with clients, families, and multiple generations. Conduct portfolio reviews, client presentations, and ongoing relationship meetings. Identify opportunities to increase share of wallet through appropriate banking, investment, lending, and wealth management solutions. Partner with investment, credit, operations, and product specialists to provide customized financial strategies. Develop investment recommendations based on client objectives, liquidity needs, risk tolerance, and investment horizon. Explain complex investment strategies, financial products, and market conditions clearly to clients. Identify and originate lending opportunities, including term loans, securities-based lending, and commercial and residential real estate financing. Analyze client creditworthiness and assist in structuring complex credit proposals. Prepare and present credit recommendations for appropriate approval committees. Maintain an active pipeline of investment and non-investment opportunities and accurately report business development activity. Maintain regular contact with clients and prospects throughout the U.S. and Latin America, including markets such as Mexico, Colombia, and Peru. Identify and appropriately manage credit, operational, legal, reputational, and compliance risks. Maintain accurate and timely client information and activity within CRM systems. Ensure adherence to BSA/AML, KYC, and other applicable U.S. and international banking requirements. Maintain a high standard of professionalism and deliver a first-class private banking experience. Job Qualifications Bachelor's degree required. Minimum 5 years of banking, investment, and lending experience required. Strong background in Private Banking, Private Wealth Management, or HNW/UHNW relationship management . Proven ability to acquire and develop new HNW and UHNW client relationships . Strong business development background with an established network of prospective clients and referral sources. Experience providing investment and wealth management solutions to sophisticated clients. Strong understanding of lending and credit products, including securities-based lending, term loans, mortgages, and CRE financing. Ability to analyze client financial needs and provide solutions across investments, credit, deposits, and banking. Experience managing complex client relationships and coordinating internal specialists. Knowledge of financial markets, asset allocation, investment products, and wealth planning strategies. Experience working with international and/or Latin American clients strongly preferred. Active FINRA SIE, Series 7, and Series 66 OR Series 63 and 65 licenses required. MBA, JD, CFA, or CFP preferred. Bloomberg experience preferred. Excellent business development, presentation, communication, and relationship management skills. Ability to independently meet with clients, network, travel, and generate new business. #J-18808-Ljbffr New Edge Associates a Talent Acquisition Firm
$250k
...Position We're looking for a Senior Vice President of Finance who leads like an owner, not... ...financing as needed. Maintain and nurture banking relationships and manage financing... ...a large corporation, or hyper-growth/private-equity-backed environment. ~ Minimum...PrivateFull timeLocal area$158.4k - $237.6k
...Florida, United StatesSalary: $158,400.00 - $237,600.00Category: Private Client Coverage, Professional, WealthCompany: CitiGlobal Wealth... ...of traditional investments, wealth planning, and private banking services to optimize client service and identify cross-marketing...PrivateFull time- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...PrivateTemporary workWork experience placementLocal area
- JPMorgan Chase in Miami seeks a Senior Client Service Associate to lead client-service activities within the Latin America Private Bank. You will be the main contact for service-related needs of Private Banking clients, coordinating with advisors, product partners and...Private
- ...individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You...PrivateTemporary workWork experience placementLocal area
- ...Vice President, Private Banking Relationship Manager About the Company Prominent regional bank Industry Banking Type Privately Held About the Role The Company is seeking an experienced VP, Private Banking Relationship Manager to join their team....PrivateBank staff
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to...PrivateTemporary workWork experience placementLocal area
- ...Description Job Description ITTConnect is seeking a Premium Banking Team Lead (VP)for a direct-hire full time position with a... ...retention, and profitability objectives. Identify clients with Private Wealth Management (PWM) potential and proactively increase wallet...PrivateFull time
- ...VP Private Client Group Banker The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding... ..., the individual leverages an elite suite of traditional banking, custom credit, capital markets, and investment management products...PrivateLocal area
- ...00 employees, Bci is recognized as one of the best companies in which to work and develop a career. It is the third largest privately owned bank in Chile, and it has more than 300 branch offices throughout Chile and representative offices in other countries. Bci is an...PrivateWork at officeLocal area
- ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on a team responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact...PrivateWork at office
- ...compliance, mentors teams, and supports strategic initiatives, reporting to the Senior Relationship Analyst Coordinator. Strong communication, bilingual English/Spanish, and private banking tech experience are valued, with the role based in Miami. #J-18808-Ljbffr SantanderPrivate
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...PrivateWork at office
- ...allocation, investment management, wealth planning, credit and banking needs Ensure that proposed solutions fulfill clients' needs... .... QUALIFICATIONS Ten plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required...PrivateFull timeTemporary workWork experience placement
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide... ...to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly...PrivateTemporary workWork experience placementLocal area
$200k - $240k
...for an accommodation or an alternative application process. Vice President of Finance Full Time Wages VP HQ FL, Miami, FL, US 5... ...functions, including accounting, treasury, tax, financial reporting, banking relationships, audit readiness, and multi-entity financial...Permanent employmentFull timeWork experience placementWork at officeLocal areaRemote workWorldwideMonday to FridayFlexible hours$133k - $140k
...financial services firm providing a wide range of investment banking, securities, investment, and wealth management services. The... ...role:Morgan Stanley Smith Barney LLC is seeking an Assistant Vice President, Risk Management in Miami, Florida to support the ongoing enhancement...Temporary workRemote workWorldwide2 days per week- JPMorgan Chase & Co.'s International Private Bank Platform Business Management Team seeks a Finance and Business Manager-Associate. You will act as a COO to regional leadership, drive process improvements, and ensure adherence to policies while coordinating with Controls...Private
$110k - $215k
...opportunities to deepen existing relationships. The primary focus is on advising clients on their financial needs and the full array of Private Bank capabilities, establishing and deepening relationships with internal and external partners and Centers of Influence to identify...PrivateShift workDay shift- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...related to banking, credit, and investment products to achieve Private Bank client experience standards, including fulfillment of large...PrivateWork at officeFlexible hoursShift workDay shift
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that... ...clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive...PrivateFull time- ...client service associates, various product partners, and operations teams to deliver a seamless and integrated approach to the Private Banking client online experience. The Digital Concierge Specialist is passionate, motivated, service-oriented individual, with...Private
$200k - $300k
The Private Banker Principal is a strategic professional who closely follows latest trends in own field and adapts them for application... ...generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and...PrivateFull time- The International Private Bank Platform Business Management Team is part of JPMorgan Private Bank within the Asset & Wealth Management (AWM) line of business, serving ultra and high net worth team members globally. Our goal is to help these affluent clients optimize their...PrivateBank staffWork at office
- Wire Transfer Specialist (USD & Foreign Currency), Banking Operations, | Aventura, FL / New York, NY Job Summary: The Banking Operations... ...Client Support & Communication: Provide high-touch support to private banking clients, relationship managers, and internal...PrivateFull timeWork at office
- ...to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines... ...bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach: Conduct...PrivateTemporary work
- ...strategic financial advice to businesses, a role as a Commercial Banker is for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and...Local areaFlexible hours
- The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding a strategic book of Ultra High... ...advisor, the individual leverages an elite suite of traditional banking, custom credit, capital markets, and investment management...PrivateWork at officeLocal area
- About Us Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team... ...City National Bank of Florida visit About Us! Overview The Private Bank Director directly oversees a team of Private Bankers and serves...PrivateLocal area
- Are you passionate about building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing...Temporary workWork at officeLocal areaImmediate start
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