Senior Financial Advisor / Senior Private Banker

Develop and manage relationships with high-net-worth and ultra-high-net-worth clients across South Florida, Latin America, and the Caribbean. Acquire new client assets through personalized advisory and investment solutions while delivering comprehensive financial planning and wealth advisory services. Provide tailored investment guidance aligned with clients' objectives, monitor portfolio performance, and prepare investment reports and forecasts. Act as a trusted advisor across a broad range of wealth management needs and contribute to the continued growth of the platform. Maintain the highest standards of regulatory compliance and work closely with internal product specialists and investment teams to deliver best-in-class solutions.