Private Banking VP – High Net Worth Banker

About the role

The Private Banking Vice President will deliver a high‑touch, superior service experience to affluent clients with a minimum of $3 million in investable assets. Acting as the primary point of contact, the Banker will proactively expand and retain relationships while collaborating closely with investment partners.

Key responsibilities

• Develop, manage and retain relationships with high‑net‑worth individuals across Latin America markets.
• Analyze investment opportunities and prepare detailed financial reports and valuations.
• Work with existing and prospective clients to grow assets under management and capture additional wallet share.
• Provide up‑to‑date investment information and execute client investment decisions.
• Partner with Investment Advisors, Private Wealth, Products and Compliance teams to create cross‑business sales strategies.
• Report to the Regional Director and fulfill additional duties as assigned.

Required profile

• Proactive, disciplined approach to relationship management.
• Experience serving ultra‑high‑net‑worth clients and handling complex financial portfolios.
• Strong analytical skills for reviewing corporate financial statements and investment data.
• Ability to work collaboratively with internal partners and external clients.

Required skills