Director Private Banker - Colombian Market

Publix Serving (Civica)

Miami, Florida, United States
Base: $200,000.00 - $300,000.00; bonus/equity: dis...
10+ years private banking experience
Uhnw market coverage expertise
Spanish language proficiency preferred
The role requires a strategic professional with over 10 years of experience to serve as a trusted advisor to Ultra-High-Net-Worth clients in the Colombian market

Job Summary

  • The role requires a strategic professional with over 10 years of experience to serve as a trusted advisor to Ultra-High-Net-Worth clients in the Colombian market.
  • Responsibilities include identifying prospects, developing tailored investment solutions, and managing complex client expectations regarding risk and execution.
  • Citi offers a competitive salary range of $200,000 to $300,000 along with comprehensive benefits including medical, dental, vision, and 401(k) matching.

Matching Summary

The role requires a strategic professional with over 10 years of experience to serve as a trusted advisor to Ultra-High-Net-Worth clients in the Colombian market.

Salary

Base: $200,000.00 - $300,000.00; Bonus/Equity: Discretionary and formulaic incentive awards available; Benefits: Medical, dental, vision, 401(k), life insurance, paid time off

Skills & Requirements

Must-have

  • 10+ years private banking experience
  • UHNW market coverage expertise
  • Spanish language proficiency preferred
  • Series 7 Series 66 licensing required
  • Client relationship selling track record

Nice-to-have

  • Cross-generational family relationship building
  • Innovative financial solution development
  • Team mentorship and collaboration skills
  • Advanced quantitative analysis capabilities
  • Internal senior-level negotiation skills

Key Requirements

  • Bachelor's degree required; Master's preferred
  • SIE, Series 7, and Series 66 (or 63/65) licenses
  • Extensive experience leading client teams and transactions
  • Demonstrated track record in relationship selling
  • Proficiency in Spanish is preferred

Work Rights

Not specified

Tailored Resume

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