Head of Private Client Group Bankers
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Head of Private Client Group Bankers
About the Role
Greater Miami, FL Area (On-site)(Miami, Florida)
The Company is seeking a Head of Private Client Group Bankers to lead a team of high-value licensed bankers and financial advisors. The successful candidate will be responsible for driving regional sales strategies for UHNW and mass-affluent clients, ensuring top-tier relationship management, regulatory compliance, and operational effectiveness. This leadership role involves managing a significant number of client relationships and a substantial amount of assets under management. The Head of PCG Bankers will also be tasked with executing the business plan, leading the team's business development efforts, and identifying opportunities for product development and process enhancements. Applicants must have a university degree in finance, preferably with an MBA, or equivalent experience, and hold active FINRA Series 7 and Series 66 (or Series 63 and Series 65) licenses. A minimum of 10 years' experience in a similar role within financial institutions, particularly in international personal or private banking, is required. The role demands excellent communication, interpersonal, organizational, and leadership skills, as well as the ability to adapt to and foster change. The Head of PCG Bankers will also be responsible for the training and development of the team, monitoring performance, and ensuring compliance with banking laws and regulations. Bilingual proficiency in English and Spanish is essential.
Functions:
- Sales/Revenue
- Business Development
About the Company
Prominent banking institution
Industry
Banking
Type
Privately Held
Age
employees
10,001+
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