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Santander

Global retail and commercial banking group

Senior Private Banker

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeMiami, FL, USA$76.9k - $135k /yr

About the Job

Requirements

  • A bachelor's degree or equivalent experience is required.
  • Proven experience acquiring and developing High Net Worth and Ultra High Net Worth client relationships within the U.S. market.
  • A strong network among U.S.-based clients and prospects, including people and families with business, family, or investment ties to Latin America.
  • A proven track record of building and managing a book of clients covering Miami and South Florida.
  • Consistently meeting Assets Under Management and net new money targets.
  • Deep knowledge of investments, wealth planning, credit, and risk management.
  • Expertise in Know Your Customer, Anti-Money Laundering, and cross-border regulatory frameworks.
  • FINRA Series 7 and Series 66 licenses are required.

Responsibilities

  • Cultivate, manage, and retain High Net Worth and Ultra High Net Worth client relationships, expanding Assets Under Management by acquiring new clients and deepening existing relationships.
  • Partner with product specialist teams across investments, credit, banking, and wealth planning to provide tailored client solutions.
  • Provide timely market insights and strategic advice, and help clients implement solutions aligned with their financial objectives.
  • Develop targeted business development strategies, maximize referral opportunities, and ensure adherence to regulatory and risk management requirements.
  • Serve as the primary point of contact for a portfolio of affluent clients with a minimum of $5 million in liquid or investable assets, delivering a high-touch service experience and expanding and retaining relationships.
  • Facilitate efficient and accurate interactions between clients and business partners across the Private Bank.
  • Partner with Investment Advisors and product specialists to deepen client relationships and deliver comprehensive wealth management solutions.

Desired Qualifications

  • Experience serving clients with cross-border wealth management needs or family, business, or investment interests in Latin America.
  • Proficiency in Spanish.

About the Company

Santander

Global retail and commercial banking group

Santander is a global bank focusing on retail and commercial banking in Europe and the Americas, serving individuals and SMEs with regional franchises and a broad consumer finance arm, plus a Corporate & Investment Banking division for multinational clients. It uses its Gravity cloud platform to migrate core banking and rapidly deploy digital services such as Openbank across markets, combining fintech-style agility with a bank's balance sheet. The bank differentiates itself by marrying a large retail footprint with global CIB capabilities under the One Santander verticals model to boost efficiency and cross-border revenue. Its goals include improving returns on tangible equity and financing the green economy through sustainable finance and renewable energy projects.

Company size
10,001+
Company stage
IPO
Headquarters
Boadilla del Monte, Spain
Founded
1902

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