Senior HNW Investment Counselor & Practice Leader
Citi
Citi Private Bank in Miami is seeking an Investment Counselor Sr. Lead to guide ultra‑high net worth clients with strategic investment advice and relationship leadership. You will act as primary client contact, coordinating across product teams to tailor investment solutions, cross‑sell lending and trust services, and manage sophisticated portfolios in a global, multi‑currency environment. Strong communication and diplomacy are required to influence senior peers and external partners while #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking an Investment Counselor Sr. Lead within Citi Private Bank to serve as the primary advisor for ultra-high net worth clients, delivering strategic investment guidance and cross-selling across bank services. The role requires leadership in portfolio...SeniorHigh net worth
- the client is seeking a client-facing Senior Investment Counsellor for a European private bank role based in Miami, focused on serving clients... ...bank or asset management firm, ideally with experience serving U/HNW clients in the LatAm market. Strong communication skills, an...SeniorHigh net worth
$174.32k - $261.48k
...Professional, WealthCompany: CitiThe Investment Counselor Sr. Lead is a strategic professional who... ...to negotiate internally, often at a senior level. Developed communication and diplomacy... ...Bank.Build and manage a successful practice centered on deepening relationships by...High net worthFull timeLocal area- BMO Financial Group is seeking a Senior Relationship Manager to serve high-net-worth and ultra-high-net-worth clients in the Miami area... ...-aware execution, and collaboration with internal specialists to tailor credit, mortgage, and investment strategies. #J-18808-Ljbffr BMOSeniorHigh net worth
- MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore... ...and develop long-term relationships with HNW/UHNWI clients. The role covers business... ..., including client acquisition, investment advisory, and ongoing relationship management...SeniorHigh net worth
- ...Description Job Description JOB SUMMARY The Investment Counselor is responsible for providing high-touch... ...relationships with high-net-worth (HNW) and ultra-high-net-worth (UHNW)... ...bank’s internal guidelines and best practices. ~ Ensure all client interactions and...High net worthAfternoon shift
$150k - $200k
AGA-2607-250 SENIOR PRIVATE BANKER - MIAMI The bank is looking for a top-performing Private... ..., including client acquisition, investment advisory, portfolio reviews, and ongoing... ...primarily on Brazil . Experience working with HNW/UHNW clients . Demonstrated ability to attract...SeniorHigh net worthRelocation- ...expert financial guidance? Vanguard is seeking Wealth Advisors and Senior Wealth Advisors for remote opportunities available to... ...targeting clients and prospects with portfolios of $5 to 15M in investable assets using Vanguard products and the fullest expression of our...SeniorHigh net worthLocal areaRemote work
$110k - $215k
...management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a strong ability to build partnerships. This role offers an annual salary range of $110,000 - $215,000, depending on...SeniorHigh net worth$200k
...Services, Executive, WealthCompany: CitiThe Investment Counselor Principal is a strategic professional... ...to negotiate internally, often at a senior level. Some external communication is... ...Bank.Build and manage a successful practice centered on deepening relationships by...High net worthFull timeLocal area- ...Senior Private Banker Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our... ...wealth management plans. Present and recommend a wide range of investment solutions, including equities, fixed income, alternative...SeniorHigh net worth
- Bank of America is seeking an experienced investment professional to work with high-net-worth clients, designing and managing customized investment strategies across asset classes, including asset allocation, security selection, and risk management. The role emphasizes...SeniorHigh net worth
- MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin American private banking, capable... ...and portfolio management, including client acquisition, investment advisory, portfolio reviews, and ongoing relationship management...SeniorHigh net worth
- A global financial institution in Miami seeks a Senior Investment Associate to support Portfolio Advisors and deliver high-quality services to high-net-worth clients. Responsibilities include preparing client materials, handling compliance tasks, and analyzing investment...SeniorHigh net worthFull timeWork at office
$89k - $175k
...and recommendations, and monitoring portfolio performance.The Senior Credit Underwriter/Credit Underwriter II (SCU/CUII) partners closely... ...apply established policies, procedures, and underwriting practices, including accurate financial spreading, risk rating, financial...SeniorHigh net worthFull timeWork at officeFlexible hoursDay shift- SENIOR MORTGAGE LOAN PROCESSOR - 60-80K with 100% paid medical after 90 days, 401K and 15 days of PTO. Monday - Wed and Fridays at the... ...mortgage banking firm specializing in luxury residential and investment real estate financing is seeking an experienced, professional,...SeniorHigh net worthSelf employmentWork at officeImmediate startWork from homeMonday to Friday
$112.5k
...It Starts Here: Santander is a global leader and innovator in the financial services industry... ..., providing our clients with competitive investment opportunities available in the market,... .... Cultivate, manage and retain HNW client relationships, expanding Assets Under...SeniorHigh net worthHourly payFull timeContract workLocal areaShift work- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized financial solutions... ...with their goals and risk profiles. Design and implement investment strategies tailored to each client’s financial objectives and...SeniorHigh net worth
$260k - $350k
...into the executive management of the company. Well experienced senior business development professional/Hunter with a solid financial... ...Private Banking Will have a strong book of client business within the HNW/UHNW community, primarily in Argentina and Chile Well-connected...SeniorHigh net worth- The Senior Family Office Accountant will support the accounting, financial reporting, trust, partnership, investment, and administrative functions for the family office and its related private entities. This role reports to the Equity Controller and is responsible for...SeniorHigh net worthWork at office
- Northern Trust seeks a Senior Portfolio Advisor II to manage investment activity for a defined set of high-net-worth client portfolios and provide advisory leadership to clients and co-trustees. You will work with the client service team to tailor investment programs,...SeniorHigh net worth
- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients. You’ll lead complex tax engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical...SeniorHigh net worthFlexible hours
- A leading financial services company in Miami is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients. This role involves understanding client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of...SeniorHigh net worth
- Santander Investment Securities Inc. seeks a seasoned Director, HNW Wealth Planner to deliver advanced financial planning, cross-border tax strategy, and holistic guidance for U.S. and international clients within a broker-dealer setting. The role partners with financial...SeniorHigh net worth
$170k - $225k
...Job Description Job Description Job: Senior Tax Manager (Trust, Estate, Gift Team)... ...Mid-Sized Regional Accounting & Advisory leaders with multiple locations in the Southeast... ...with the type of clients you enjoy on our HNW/ Fiduciary Tax Team - we will tailor the...SeniorHigh net worthImmediate startRemote work- ...Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW) Manage client deliverables, deadlines, and advisory... ...structuring, and transaction support Supervise and mentor tax staff, seniors, and managers across multiple engagements Qualifications ~...SeniorHigh net worthRemote work
- ...CPA firm who seek a number of international private client tax seniors and managers. This 500 staff firm have built a reputation for... ...operations in the United States, or high net worth non-residents with investments in U.S. real estate. Some of the duties / responsibilities...SeniorHigh net worthRemote workOverseas
$100k - $190k
DescriptionA Kforce client, a premier NY/FLA based full-service CPA firm, is seeking outstanding Tax Seniors/Managers in Miami, FL who are seeking a truly unique, attractive work culture. Summary: In this role, the Tax Senior/Manager will work with outstanding clients in...SeniorHigh net worth- ...a number of international corporate tax seniors and managers. This 500 staff firm have built... ..., or high net worth non-residents with investments in U.S. real estate. Some of the... ...partners, managers, and staff to integrate practice To be considered for this opportunity...SeniorHigh net worthRemote workWorldwideOverseas
- East Ridge Village is seeking a Senior Living Sales Counselor! The Senior Living Sales Counselor presents and sells the community lifestyle to... ...pipeline management tools, consultative and relational selling practices. This effort includes both conducting and monitoring...Senior
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