UHNW Wealth Advisor & Portfolio Strategist
Citi Group
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 ultra-high-net-worth clients and requires 10+ years of related experience. The ideal candidate will excel in managing investment portfolios, conducting financial analyses, and developing client relationships. The position emphasizes strong communication and analytical skills, alongside a proactive approach to financial service delivery. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr Citigroup Inc.
- 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...Suggested
- Citigroup Inc. is seeking a Financial Advisor in Miami, Florida, to provide financial and investment services to an Ultra high Net Worth client base. You will be responsible for managing client accounts, conducting financial market analyses, and developing relationships...SuggestedFull time
- ...looking for an Associate, Non-Self-Sustaining Advisor in Miami, Florida. The successful... ...Uruguay, advising them on personalized wealth management strategies. This role demands... ...formulating asset allocation strategies and overseeing client portfolios. #J-18808-Ljbffr...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
- JPMorgan Chase in Miami is seeking a qualified wealth management professional to provide tailored financial solutions for high net worth... ...in Spanish and significant experience in financial sales to UHNW individuals. The successful candidate will engage with clients from...Suggested
- ...supporting the organization's mission. This role requires strategic planning, execution of engagement programs, and maintaining a personal portfolio of 125-150 donors. Strong communication and organizational skills are essential for successfully cultivating long-term donor...
- ...Lending Advisor The Lending Advisor is a geographically (or segment... ..., partnering directly with Wealth Advisors to recommend highly customized... ...for achieving credit portfolio growth and meeting loan profitability... ...and strategies for HNW or UHNW clients, or for some groups,...
- ...A leading global investment firm is seeking motivated Private Wealth Advisors in Miami to build client relationships and deliver holistic wealth management solutions. Ideal candidates will have over four years of experience in financial services, possess Series 7, 63,...
$102k - $190k
...for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering a comprehensive wealth management experience that integrates banking solutions... ...referral sources to grow business in the assigned portfolio / jurisdiction. Enhances presence in the marketplace...Contract workPart timeLocal areaShift work- Goldman Sachs Bank AG in Miami is looking for an Associate, Non-Self-Sustaining Advisor. This role involves creating wealth management plans for ultra-high net worth clients, primarily from Mexico, and delivering customized investment strategies. Candidates must have a...
- Goldman Sachs in Miami, FL is seeking an Associate, Non-Self-Sustaining Advisor to create wealth management strategies for ultra-high net worth clients, mainly from Mexico. The role involves advising clients, formulating investment views, and expanding business networks...
- Truist is seeking a Lending Advisor for their Miami location to provide customized credit strategies for high net worth clients. The role includes collaborating with Wealth Advisors to present innovative lending solutions and ensuring a seamless client experience. Candidates...
- Goldman Sachs in Miami is seeking an Associate, Non-Self-Sustaining Advisor to work closely with clients, advising on customized wealth management strategies. This role involves creating comprehensive plans for ultra-high net worth individuals, primarily from Argentina...
- Truist in Miami is looking for a primary relationship advisor for high net worth clients. You will develop client relationships through needs-based service and deliver the full suite of Truist Wealth solutions. The role requires strong sales and relationship management...
- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience. Farther... ...to our ultra-high-net-worth (UHNW) clients. You'll leverage... ...support Regularly review client portfolios and recommend adjustments as...Work at office
- Goldman Sachs Group, Inc. seeks an Associate, Non‑Self‑Sustaining Advisor in Miami, Florida. The role involves advising clients and delivering customized wealth management strategies, focusing on ultra-high net worth individuals from Argentina and Uruguay. Candidates must...
- Goldman Sachs Group, Inc. is seeking an Associate, Non-Self-Sustaining Advisor in Miami, Florida. This role involves creating comprehensive wealth management plans for ultra-high net worth individuals, predominantly based in Mexico. The ideal candidate will have a Master...
- The Goldman Sachs Group is seeking an Associate, Non-Self-Sustaining Advisor in Miami, Florida. This role involves creating wealth management plans for ultra-high net worth individuals and institutions based predominantly in Mexico and requires fluency in Spanish. Responsibilities...
- ...Bank AG in Miami, Florida is seeking an Associate, Non-Self‑Sustaining Advisor. You will support existing client relationships, develop new business in the Latin America market, and create wealth management strategies for ultra-high net worth clients. This role involves...
- The Goldman Sachs Group in Miami, Florida is seeking an Associate, Non-Self-Sustaining Advisor to provide tailored wealth management strategies for ultra-high net worth clients, primarily from Argentina and Uruguay. This role involves advising clients on investment opportunities...
- ...Miami. The ideal candidate will possess over eight years in private banking, fluent in both English and Portuguese, and be adept in wealth management strategies. This role demands travel for servicing international clients and involves working collaboratively within a...
- Cardata is looking for an experienced Wealth Advisor in Miami, FL. The ideal candidate will have over 7 years of wealth management experience, particularly serving ultra-high-net-worth clients. Responsibilities include creating tailored financial strategies, advising on...
- A wealth management firm in Florida is seeking an experienced Wealth Advisor to provide high-touch service to ultra-high-net-worth clients. The ideal candidate will have over 7 years of experience in wealth management, focusing on complex strategies related to estate planning...
- 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...
$120k
Citibank (Switzerland) AG is looking for a Senior Wealth Advisor in Miami, Florida, specializing in providing financial services to ultra high net worth clients. The ideal candidate will have 6-10 years of experience in financial advisory and investment strategies, coupled...Full time- Bank of America is seeking a Credit Advisor responsible for building credit relationships with ultra-high-net-worth clients in South Florida. This client-facing role involves managing a portfolio of clients, educating Advisors, and leading the credit delivery process. The...
- ...Key Responsibilities Manage and grow a portfolio of high-net-worth clients by offering personalized... ...objectives and preferences. Advise on wealth planning, succession, tax-efficient... ...(investment managers, tax and legal advisors, etc.) to deliver holistic solutions. Identify...
$120k
## Senior Wealth Advisor SAFE ActApplylocations: Miami Florida United Statestime type: Full timeposted on: Posted Todayjob requisition id... ...economic trends/activities and advise the effects on the investors' portfolios* Recommend changes to the investors' holdings after...Full time- ...Senior Latam Financial Advisors Our client is looking for select Senior Latam Financial... ...track record of success in advising UHNW clients. Responsibilities: Develop... ...and guidance to clients Manage client portfolios and execute investment strategies...
$120k - $250k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors , we're redefining what it... ...Guerra Wealth Advisors is a client-facing strategist and trusted partner, helping clients... ...tailored financial plans, manage portfolios, and implement tax-efficient strategies...Full timeWork at officeAfternoon shiftWeekday work
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