Senior Wealth Manager — HNW/UHNW, Spanish Fluent
Leah Yosef International
A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers. Candidates must have over 15 years of relevant experience and be fluent in Spanish. This opportunity offers no cap on earnings and significant ongoing payouts based on revenue generation. #J-18808-Ljbffr Leah Yosef International
$200k - $300k
...Inc. in Miami, Florida is seeking a Private Banker Principal to manage relationships with ultra-high-net-worth clients. The role... ...strong background in relationship selling, and be proficient in Spanish. This full-time position offers a competitive salary range of $...SeniorHigh net worthSpanish language skillsFull time- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible for delivering sophisticated... ...Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or equivalent demonstrated through...SeniorHigh net worthFull timeWork experience placementWork at office
- 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
- 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
- ...Senior Asset ManagerRex is seeking a Senior Asset Manager to architect and enforce excellence across a scaling portfolio of multifamily assets. This mandate is... ...through rigorous, data-driven oversight. You must be AI-fluent, leveraging emerging technology to drive...SeniorHigh net worthRemote workWork from home
- MCR International seeks a Senior Private Banker in Miami with a strong track record in offshore Latin... ...and develop long-term relationships with HNW/UHNWI clients. The role covers business development and portfolio management, including client acquisition, investment advisory...SeniorHigh net worth
- SENIOR MORTGAGE LOAN PROCESSOR - 60-80K with 100% paid medical after 90 days, 4... ...professional capable of independently managing high-volume and complex loan... ...recent mortgage processing experience Fluent in both English and Spanish Strong understanding of underwriting...SeniorHigh net worthSpanish language skillsSelf employmentWork at officeImmediate startWork from homeMonday to Friday
$150k - $200k
AGA-2607-250 SENIOR PRIVATE BANKER - MIAMI The bank... ...and portfolio management , including client acquisition... ...in Private Banking / Wealth Management . Strong network... ...working with HNW/UHNW clients . Demonstrated... ...relocate to Miami . Fluent English required. English...SeniorHigh net worthRelocation$65k - $75k
...and seller-side transactions from contract to close Open and manage files accurately and efficiently Review purchase agreements,... ...Agent License preferred but not required Bilingual (English/Spanish) candidates are strongly encouraged to apply What We're...SeniorSpanish language skillsContract work- Jobot seeks a Senior Tax Manager to join our fast-growing technology-driven accounting firm, focusing on high-net-worth clients. You’ll lead... ...tax engagements, mentor staff, and drive strategic advisory in wealth transfer and estate planning. This role blends technical tax...SeniorHigh net worthFlexible hours
- ...role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • Assist... ...solve problems like nobody's business) • Fluent in Spanish and English About us UBS is a...SeniorHigh net worthSpanish language skillsFlexible hours
- Berkowitz Pollack Brant Advisors + CPAs, LLP - Legacy is seeking a Manager in Wealth Tax - Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing...SeniorHigh net worth
$260k - $350k
...to recruit a Sr. Relationship Manager Southern Cone, covering... ...Relationship Manager, Private Banker or Wealth/Financial Advisor.The role... ...company. Well experienced senior business development professional... ...client business within the HNW/UHNW community, primarily in...SeniorHigh net worth- ...for this position. As a Relationship Manager, you will acquire, maintain, and grow... ...relationships principally focused on UHNW and HNW individuals resident in or with a nexus... ...Bachelor's Degree required Fluent in Spanish and English As an HSBC employee...High net worthSpanish language skills
- The Vanguard Group in Florida seeks a Wealth Advisor to serve ultra-high-net-worth clients with tailored financial planning and investment... ...Vanguard's Personal Wealth division, you will onboard clients, manage a book of business, and collaborate across teams to deliver...SeniorHigh net worthRemote job
- BMO Financial Group in Miami, FL seeks a Senior Relationship Manager to deliver comprehensive wealth management to high-net-worth clients. You will integrate banking, investment strategies, and planning while coordinating a multi-disciplinary team to craft creative client...High net worth
- ...Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high net worth clients. Join our dynamic... ...maintaining professionalism in difficult situationsBilingual Spanish and English required Preferred qualifications, capabilities,...SeniorHigh net worthSpanish language skillsLocal area
- Senior Private Banker Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized... ...and preferences. Advise on wealth planning, succession, tax-efficient... ...products. Fluency in English and Spanish. Availability to travel as required...SeniorHigh net worth
- ...focuses on outpatient care for a primarily geriatric patient base, with training available for EMR usage. Candidates must be fluent in Spanish and hold a valid Florida medical license. The position offers several benefits, including paid time off, health insurance, and...Spanish language skillsImmediate start
- Crowe is seeking a Senior Tax Manager for the IronSpire Group to advise ultra-high-net-worth individuals and families on complex tax planning, estate and gift strategies, and wealth transfer opportunities. You will lead engagements, review compliance, mentor junior staff...SeniorHigh net worthRemote job
- ...for this position. As a Relationship Manager, you will acquire, maintain, and grow... ...relationships principally focused on UHNW and HNW individuals resident in, or with a nexus... ...Bachelor’s degree required Fluent in Spanish and English As an HSBC employee, you...High net worthSpanish language skills
$112.5k - $190k
...book of business together.* Cultivate, manage and retain HNW client relationships, expanding Assets... ...utilizing a deep knowledge of wealth management products.* Develop targeted... ...Proficient in Portuguese (conversational in Spanish)**Work Authorization & Sponsorship:**...SeniorHigh net worthSpanish language skillsHourly payFull timeContract workLocal areaShift work$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're... ...families experience holistic wealth management. With over 40+ years of... ...Sunny South Florida! Role: Senior Wealth Advisor The Senior... ...required ~ Language: English (Spanish speaking a HUGE plus) ~...SeniorHigh net worthSpanish language skillsFull timeWork at officeHome officeRelocation packageAfternoon shiftWeekday work$110k - $215k
...looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment...SeniorHigh net worth$225k
...Senior Vice President Of OperationsHealthPlus Staffing is representing... ...of Operations to oversee and manage operations across their... ...Florida.Bilingual in English and Spanish is highly preferred.Proven track... ...expertise, and strategic thinking.Fluent in both English and Spanish...SeniorSpanish language skillsLocal area- HSBC is seeking a Private Banking High Net Worth Relationship Manager for the LATAM region based in Miami, FL. The role involves acquiring... ...networks. Ideal candidates will have relevant experience with HNW/UHNW clients, excellent communication skills, and required Series...High net worth
- ...over 5 years of experience, particularly in creative agencies, and be fluent in both English and Spanish. This role entails developing impactful campaigns that resonate with current trends and managing content calendars across multiple platforms. If you're passionate,...SeniorSpanish language skills
- ...courtroom experience at the state and federal levels.The Miami office itself features a diverse group of attorneys, many of whom are fluent in Spanish and other languages, practicing in areas such as litigation, estate planning, taxation, healthcare, real estate, corporate and...SeniorSpanish language skillsWork at office
- KPMG is seeking a Manager to join its Business Tax Services practice in the UHNW tax space, focusing on ultra-high-net-worth individuals, trusts, and family offices. You will advise clients, review complex returns, and lead multi-engagement teams while mentoring staff....High net worth
- ...communications powerhouse, is seeking a Senior Account Executive to join our... ...Responsibilities Manages day-to-day earned media... ...skills - both in English and in Spanish ~ Bachelor's degree in Public... ...known for building culturally fluent campaigns across sports, technology...SeniorSpanish language skillsWork experience placementLocal area
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