Senior Private Banker - Columbia Job at Ascendo Resources, Miami, FL

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  • Ascendo Resources
  • Miami, FL

Job Description

We are seeking a Senior Private Banker with strong client relationships in the Columbia market.

The ideal candidate will currently be working with a book of clients and strong relationships in Columbia, and have a deep understanding of credit and lending for high-net-worth individuals, and a strategic approach to relationship growth.

Your role:

  • Source and develop new client relationships in the high-net-worth space
  • Serve as the primary business development lead for investment solutions
  • Grow and manage the team’s balance sheet and P&L
  • Provide tailored financial advice and investment recommendations
  • Monitor account performance and ensure ongoing alignment with client objectives
  • Stay attuned to market trends to identify new opportunities
  • Partner with internal support staff to ensure exceptional service delivery
  • Ensure adherence to regulatory, compliance, and internal policy standards

Qualifications:

  • Bachelor’s degree in Business or related discipline
  • 10 + years of experience in private banking or wealth management
  • Proven track record in generating revenue for HNW individuals
  • Strong knowledge of banking, brokerage, and lending products
  • FINRA Series 7 and 66/63 licenses are a plus but not required
  • Excellent relationship-building, communication, and marketing skills
  • Ability to manage deadlines and client expectations

This is an excellent opportunity for a senior banker who values discretion, autonomy, and the chance to drive meaningful impact in an entrepreneurial environment.

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