Managing Director, UHNW Private Banker

Overview

Job Title: Managing Director, UHNW Private Banker

Location: Miami, FL

Position Summary:

A rapidly growing Private Bank is looking for a Managing Director, UHNW Private Banker to join the team in Miami, as part of a North American build-out. This individual will be responsible for acquiring, advising, and deepening relationships with ultra-high-net-worth clients, delivering bespoke financial solutions and exceptional service. The ideal candidate will have a strong track record in UHNW private banking.

Key Responsibilities

• Client Acquisition & Relationship Management
• Source and acquire new UHNW clients (typically $25MM+ net worth).
• Serve as the primary advisor, building long-term, trusted relationships.
• Deliver tailored wealth management solutions including investment advisory, estate planning, credit, and banking services.

Qualifications

• 10+ years of experience in UHNW private banking or wealth management.
• Proven ability to manage complex client relationships and deliver customized solutions.
• Deep understanding of investment products, credit structures, estate planning, and tax considerations.
• Strong network within the UHNW community.
• Bachelor’s degree required; advanced degree or certifications (e.g., CFA, CFP, MBA) preferred.
• Competitive base salary with performance-based incentives.
• Opportunities for professional development and career advancement.

Application

If you are interested in the UHNW Managing Director, Senior Banker position, apply online today and the team will reach out if your profile matches the requirements.