XP Investments US, LLC is seeking a Private Banker in Miami, FL to manage portfolios & invest funds of over USD 200 million in assets under advisement, w/ average ticket of USD 1.7 million per client for investment firm.
Requirements: Bachelor's in Finance/Economics/ or Related/Foreign Equivalent, 5 years of progressive work experience in banking or financial industry advising high net worth & ultra-high net worth on investment funds & strategy or related, Proficiency w/ Bloomberg Terminal/Pershing NetX360/Salesforce. Deep knowledge of global financial markets/investment products/ wealth management strategy. Expert in building/ managing client portfolios across multiple asset classes, including fixed income, equities, structured notes, & alternative investments, FINRA Series 7 license.
Resumes to [email protected]
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