Global Wealth Advisor & Portfolio Strategist
Banco de Crdito e Inversiones
Banco de Crdito e Inversiones in Miami seeks an International Banker & Wealth Advisor to manage a client portfolio with an average of $50,000,000. Responsible for strategic sales development, this role requires collaboration across regions and services. Candidates should have a Bachelor's degree and 2+ years of investment experience in International Wealth Management. Licenses Series 7 & 66 are mandatory, along with fluency in English and Spanish. The position demands commitment including potential weekend and holiday hours. #J-18808-Ljbffr Banco de Crdito e Inversiones
- A leading global financial institution is seeking a Senior Wealth Advisor in Miami, Florida. This role involves providing a wide variety of financial services to... ...candidate will excel in managing investment portfolios, conducting financial analyses, and developing client...Suggested
- ...upon hire Possesses advanced knowledge of wealth products, services, and business‑... ...partners Job Description The Financial Advisor (FA) role is a three-year program with a... ...and/or other paid time off as provided by applicable law. #J-18808-Ljbffr Insight GlobalSuggested
- ...development organization is seeking a Commission-Based Growth Strategist to develop and execute strategies for its leadership and personal... ...skills, and a passion for personal development. Join to drive business growth and impact lives globally. #J-18808-LjbffrSuggestedRemote work
$194.1k - $411.6k
...candidate will drive go-to-market strategies, collaborate with sales, marketing, and partners, and provide strategic insights in the Global Trade area. With over 10 years of expertise in global trade and SAP solutions, the ideal candidate will help expanding the customer...Suggested- A dynamic property management firm in Miami seeks a Leasing Advisor to enhance homeowner and resident experiences. The successful candidate will manage a portfolio of homes, oversee applications and leasing, and provide proactive updates. Strong communication skills and...Suggested
$110k - $150k
...investment grade credit, real assets and secondary funds, all on a global basis. Primary Responsibilities Reviewing daily and... ...investments Preparation and oversight of quarterly NAV and portfolio reconciliation process; investigating and resolving discrepancies...Local areaFlexible hours$105k - $150k
...Private Wealth Solutions Global Fund Finance Position Blackstone is the world's largest alternative asset manager. We seek to create positive... ...as partners with the PWS Finance team to support the fund Portfolio Management team. Key Responsibilities for This Position...Local areaFlexible hours- ...Credit Advisor - Global Wealth & Investment Management Miami, Florida To proceed with your application, you must be at least 18 years of... ...growth in a responsible and profitable manner, managing a portfolio of existing credit relationships, and educating Advisors on...Work at officeFlexible hoursShift workDay shift
$63k - $95k
...Total Visits, March 2025) Day to Day The Senior Strategist I position is part of the broader Global Client Insights team (GCI), in the Sales... ...data into compelling narratives, support a defined portfolio of enterprise accounts, and help drive scalable insight...Work experience placementLocal area- ...Responsibilities include preparing materials for earnings calls and board reporting, performing competitive analyses, and collaborating with global finance partners. The ideal candidate should have 3-5 years in financial roles, a bachelor's degree in finance or accounting, and...Work at officeRemote workMonday to Friday
- ...Citi Wealth - Wealth Advisor - Vice President Discover your future at Citi Working at Citi is... ...make a real impact. Job Overview Global Wealth brings together the full power... ...requests, and conducting performance portfolio reviews and client presentations. Coordinate...
$129.52k - $194.28k
...Global Wealth brings together the full power of Citi to serve the entire continuum of wealth... ...industry specific expertise. The Wealth Advisor is the primary advisor serving High Net... ...requests, and conducting performance portfolio reviews and client presentations. Coordinate...Full time- ...individuals and corporations. We focus on being a global leader in innovations and personalized... ...JOB SUMMARY The International Banker & Wealth Advisor is responsible for managing a profitable client relationship portfolio (AUM's and ROA) and achieving business results...Work experience placementWork at officeShift workAfternoon shift
$98k - $110k
Slalom is seeking a Corporate Strategist to join our Strategy team. Our Strategy team helps... ...team and support complex process mapping portfolios Understand and lead client outcome and... ...life. We are trusted by leaders across the Global 1000, many successful enterprise and mid...Temporary workLocal area$194.1k - $411.6k
SAP Belgium NV/SA is hiring a Global Sub-Solution Advisor in Miami to drive end-to-end GTM efforts within the Global Trade solution area. You will collaborate with various teams, craft market strategies, and serve as a domain expert for Global Trade, requiring at least...- Clough AMEC. is seeking an SEO Specialist in Miami, FL, to enhance international SEO strategies and client relationships. The role involves mentoring team members and managing performance reporting to optimize digital marketing efforts. Ideal candidates should have at least...
- Overseas Cargo, Inc. is seeking a Senior Ocean Freight Coordinator in Miami, Florida. The role involves coordinating shipments from domestic and foreign suppliers, booking ocean freight with carriers, and ensuring excellent customer service. Ideal candidates will have at...Overseas
$150k - $180k
...exceptionally talented individual to join our Systematic Strategies Portfolio Strategy and Risk team as an Analyst. The individual will be a... ...personal projects. Who we are Schonfeld is a global multi-manager hedge fund that strives to deliver industry-leading...- ...financial solutions that meet the unique needs of each client in the portfolio. You will assume responsibility for managing internal processes... ...are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal...
- A financial services company in Miami is seeking a Credit Administration Specialist to assist the VP with portfolio management. You will track collateral information, analyze customer trends, and ensure compliance with legal regulations. The ideal candidate should have...
- A prominent financial institution in Miami seeks an experienced International Relationship Manager to build and manage portfolios of affluent clients. The role involves developing relationships, exceeding sales goals, and ensuring compliance with banking regulations. Ideal...
$150k - $200k
...Independent Portfolio Manager WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial...Casual workWork at officeFlexible hours$150k - $200k
...Book Portfolio Manager WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial...Casual workFlexible hours- Royal Caribbean Group is seeking a full-time Analyst for Global Security Operations based in Miami, Florida. You will support shipboard and port security programs, conduct data analysis, maintain compliance, and improve processes. A bachelor's degree and experience in...Full timeWork at office
- Job Title: Global Marketing & Investor Experience Location: Miami Firm: Hurricane Capital Positions Available: 2 Structure: Rotational... ...Serve as the primary point of contact for: Visiting investors Portfolio managers External partners and vendors Conference room setup and...Work at office
$130k - $200k
...infrastructure, life sciences, growth equity, opportunistic, non-investment grade credit, real assets and secondary funds, all on a global basis. Further information is available at Follow @blackstone on LinkedIn, X, and Instagram. Job Description: Oversee...Local areaFlexible hours- ...The Senior Financial Analyst, Global Financial Planning and Analysis, is responsible for consolidating, analyzing, and reporting financial... ...unforgettable happiness to our guest through our diverse portfolio of leading cruise brands and island destinations, including Carnival...Full timePart timeWork at officeLocal areaWork from homeRelocationMonday to Friday
- ...strategic planning, business planning & forecasting to regional and global management. Serve as liaison with countries and help coordinate... ...& PowerPoint. Prior experience or willing to learn FP&A or portfolio management related roles. Insurance industry experience...Full timeWork at officeLocal areaFlexible hours
- ...media and entertainment companies. We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to life through our global theme park destinations, consumer products, and experiences. We own and operate leading...Local area
$125k - $200k
...Assistant Vice President, Global Fund Finance Blackstone Multi-Asset Investing (BXMA) manages $83 billion across a diversified set of businesses. We strive to generate attractive risk-adjusted returns across market cycles while mitigating downside risk. Our strategies...Work at officeLocal area
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