Hiring Pulse
Bilingual + portable LatAm books are among the most sought-after profiles in Miami.
Hot roles
- LatAm RM
- Offshore Private Banker
- UHNW Team Lead
Hot skills
- Spanish/Portuguese
- Cross-border AML
- Credit
PRIVATE BANKING · MIAMI
Move your book to Miami with confidence.
US offshore gateway for LatAm wealth with a growing local UHNW base and strong presence of international private banks and MFOs.
At a Glance
High-signal facts to orient quickly in the Miami private banking market.
Focus
US offshore + LatAm
Languages
EN/ES
PT a plus
Comp
Bonus-driven
Migration
Strong inflows
Why Private Bankers Move to Miami
Miami is a hybrid hub where US-taxable wealth sits alongside sophisticated LatAm and international books. Senior bankers relocate here to remain close to Latin American families, while leveraging US platforms, custody and governance standards.
The strongest Miami franchises emphasise rigorous jurisdictional mapping, clean cross-border frameworks and stable, fee-based revenue. For bankers with diversified LatAm & US relationships, Miami offers a unique mix of proximity, lifestyle and platform depth.
- • LatAm proximity: easy connectivity to key Latin American markets and family groups.
- • US platform access: ability to combine US custody, governance and product with Latin American client demand.
- • Hybrid booking model: mix of US-booked and offshore assets, when compliant and appropriate.
- • Lifestyle & networks: growing ecosystem of entrepreneurs, family offices and regional decision-makers.
You can check Miami private banker jobs or register confidentially to be considered for future mandates. For a deeper discussion of your LatAm & US mix, contact our team and run an initial scenario through the Business Plan Simulator.
Compensation & Bonus Benchmarks
Directional ranges for mid-senior Relationship Managers through team leadership. Actual offers vary by portable book, ROA, product mix and firm performance.
| Role | Base (low) | Base (high) | Typical bonus | Top-quartile note |
|---|---|---|---|---|
| RM / Private Banker | $140,000 | $200,000 | 30–80% | — |
| Senior RM / Director | $170,000 | $260,000 | 40–110% | — |
| Team Lead / Market Head | $220,000 | $350,000 | 50–130% | — |
Licensing & Compliance
Regulator, certifications and key compliance expectations for private bankers in Miami.
Regulator
SEC/FINRA (United States) + Florida insurance where applicable
Must-have certifications
- Series 7
- Series 66 (or 63 + 65)
- AML/cross-border training
Spanish and often Portuguese are highly valued. Suitability must reconcile US and LatAm frameworks.
Client Base & Sourcing
Where growth typically comes from and what matters on the ground in Miami.
- LatAm UHNW/HNW, regional families and expats
- Cross-border booking with CH/BS/NY hubs
- Demand for credit, Lombard and structured solutions is high
Banking Ecosystem in Miami
Key booking centres, leading private banking platforms and the independent wealth ecosystem you will interact with if you move your book to Miami.
Booking / execution
- Miami
- New York
- Delaware trusts
- Bahamas
- Zurich
- Geneva
Key private banking platforms
- J.P. Morgan Private Bank
- Citi Private Bank
- UBS International
- Credit Suisse legacy (UBS integration)
- Santander Private Banking International
- BTG Pactual (US/LatAm platform)
EAMs & family offices
- RIAs and broker-dealers focused on LatAm HNW/UHNW
- Miami-based multi-family offices
Regulators: SEC • FINRA
Relocation & Tax
Florida’s personal tax environment is favourable versus many US states. Competition from wirehouses, internationals and MFOs is intense; bilingual capability and a clean, portable LatAm book are key differentiators.
For Private Bankers in Miami
Share a high-level overview of your book, ROA and target platform profile. We only approach institutions where your franchise is genuinely strategic.
For Hiring Managers
We provide calibrated market mapping, vetted shortlists with real portability and structured business cases that stand up in internal approvals.
Compensation ranges are directional benchmarks for 2025 private banking roles (mid-senior RM to team lead). Final offers vary by portable book, ROA, lending penetration, alternatives distribution, compliance history, and firm performance. Figures are not an offer and are provided for guidance only.