UHNW Family Office Portfolio Advisor
Banco Santander SA
Banco Santander SA in the United States seeks a Multi-Family Office Associate to support UHNW families with high-touch client service, investment analysis, and regulatory compliance. The role reports to the Head of Products and Investments and emphasizes discretion and professionalism. Responsibilities include market research, portfolio analyses, and coordination with external advisors, private banks, tax specialists, custodians, and managers to meet client needs. #J-18808-Ljbffr Banco Santander SA
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- ...communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development... ..., managing, and monitoring all aspects of discretionary portfolio management including asset allocation, portfolio construction,...Work at officeWork experience placementFlexible hoursShift workDay shift
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...Management Chief Investment Office (CIO) and the global and regional... ..., discretionary and advisory portfolio management solutions, capital... ...plans, parental leave, and family building benefits... ...portfolio Serve as strategic advisor on client's overall investment...Work at officeTemporary workWork from homeWorldwide$80k - $95k
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...Guerra Wealth Advisors At Guerra Wealth Advisors, we're redefining... ...over 40+ years, we've served families across South Florida and... ...tailored financial plans, manage portfolios, and implement tax-efficient... ...time role based in Miami, FL (office and client meeting locations)...Work at officeFull timeAfternoon shiftWeekday work- ...services for individuals and their families. We provide diversified portfolio management and asset allocation guidance... ...is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of... ...planning software and Microsoft Office Suite Ability to establish and maintain...Work at officeRemote jobFull time
- ..., innovators and visionaries to join our family. Not just for the kids of St. Jude, but also... ...of success. Responsible for managing a portfolio of principal gift donors through... ...Doral, FL preferred at our local Territory Office, though we welcome strong candidates from...Work at officeFull timeLocal area
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...Description Meet Guerra Wealth Advisors At Guerra Wealth Advisors,... ...planning and elevate how families experience holistic wealth management... ...are a trusted strategist, portfolio architect, and mentor who... ...greeting and hosting clients in-office Onboarding Specialist...Work at officeRelocation package- ...the world’s most successful individuals, families, and institutions by remaining true to... ...Associate partners closely with Portfolio Advisors (PAs) and client service teams to deliver... ...preferred.**Work Environment*** This is an **office-based** position. Duties and...Work at officeWork experience placementFlexible hours
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...needed. The Private Wealth Advisor will be an essential member of... ...stakeholders Collaborate with Portfolio Management to drive... ...and long-term disability, and Family and Medical Leave (FMLA) Business... ...may be required to work in the office if you do not have an adequate...Work at office16 hoursTemporary workWork experience placementCasual workLocal areaRemote workWork from homeWork visaFlexible hours
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