Agius & Partners
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Senior Private Banker
role at
Agius & Partners
Location:
Miami, FL
Overview Agius & Partners is currently hiring
Senior Private Bankers
on behalf of several
leading international private banks
expanding their UHNW coverage in Miami. These are
permanent, ongoing mandates
for experienced bankers with established UHNW client relationships seeking a world‑class platform to serve their clients.
Key Responsibilities
Source, onboard, and advise
Ultra High Net Worth (UHNW)
clients.
Act as the
primary relationship manager , delivering highly personalized wealth management and banking solutions.
Build and maintain long‑term, trust‑based relationships across multiple generations of client families.
Partner closely with internal investment, credit, and trust specialists to provide comprehensive advisory solutions.
Advisory & Strategy
Deliver bespoke wealth management strategies encompassing
portfolio management, credit solutions, estate planning, and succession structuring .
Leverage a deep understanding of global markets and financial instruments to deliver innovative solutions.
Ensure all client activities are compliant with regulatory standards and internal risk frameworks.
Qualifications
10+ years of experience
in UHNW private banking, wealth management, or family office advisory.
Proven ability to
manage and grow a client portfolio , ideally with portable client relationships.
Strong knowledge of
investment products, credit structures, tax, and estate planning considerations .
Established
network within the UHNW community .
Bachelor’s degree required;
CFA, CFP, or MBA
highly valued.
English but Bilingual (English/Spanish or English/Portuguese) preferred.
Compensation & Benefits
Highly competitive base salary with
performance‑based incentives and revenue participation .
Access to a robust platform offering
global investment capabilities and sophisticated credit solutions .
Career mobility
across global wealth centers.
Supportive, client‑centric culture emphasizing long‑term relationship building.
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Senior Private Banker
role at
Agius & Partners
Location:
Miami, FL
Overview Agius & Partners is currently hiring
Senior Private Bankers
on behalf of several
leading international private banks
expanding their UHNW coverage in Miami. These are
permanent, ongoing mandates
for experienced bankers with established UHNW client relationships seeking a world‑class platform to serve their clients.
Key Responsibilities
Source, onboard, and advise
Ultra High Net Worth (UHNW)
clients.
Act as the
primary relationship manager , delivering highly personalized wealth management and banking solutions.
Build and maintain long‑term, trust‑based relationships across multiple generations of client families.
Partner closely with internal investment, credit, and trust specialists to provide comprehensive advisory solutions.
Advisory & Strategy
Deliver bespoke wealth management strategies encompassing
portfolio management, credit solutions, estate planning, and succession structuring .
Leverage a deep understanding of global markets and financial instruments to deliver innovative solutions.
Ensure all client activities are compliant with regulatory standards and internal risk frameworks.
Qualifications
10+ years of experience
in UHNW private banking, wealth management, or family office advisory.
Proven ability to
manage and grow a client portfolio , ideally with portable client relationships.
Strong knowledge of
investment products, credit structures, tax, and estate planning considerations .
Established
network within the UHNW community .
Bachelor’s degree required;
CFA, CFP, or MBA
highly valued.
English but Bilingual (English/Spanish or English/Portuguese) preferred.
Compensation & Benefits
Highly competitive base salary with
performance‑based incentives and revenue participation .
Access to a robust platform offering
global investment capabilities and sophisticated credit solutions .
Career mobility
across global wealth centers.
Supportive, client‑centric culture emphasizing long‑term relationship building.
#J-18808-Ljbffr