Senior Private Client Wealth Advisor (UHNW)
Bci Miami
Bci Miami seeks a VP Private Client Group Banker to grow a strategic UHNW/HNW client book, delivering tailored wealth management strategies and coordinating with internal specialists to meet complex goals. The role emphasizes responsible risk management, client service excellence, and cross-border engagement in Latin America and the USA. As part of a private banking team, you will advise on investments, credit, and wealth planning, while ensuring adherence to regulatory standards and strong #J-18808-Ljbffr Bci Miami
- Citi Global Wealth in Miami, FL seeks a Senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions. The role works... ...provide investment advice, wealth planning, and private banking services, driving client satisfaction and...SeniorPrivate client
$70k - $200k
...6Posted: 2026-09-15Location: Miami, Florida, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, WealthCompany: CitiThe Senior Wealth Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the...SeniorPrivate clientFull timeWork at office- ...competitive coverage of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and... ...are looking to hire a Senior Private Banker/Relationship... ...ultra-high-net-worth U.S. clients on international... ...relationships with HNW and UHNW clients, typically with minimum...SeniorPrivate client
$158.4k - $237.6k
## Citi Wealth - Wealth Advisor - Senior Vice PresidentApply: Hybrid: Miami Florida United States: Full time... ...the entire continuum of wealth clients Citi Global Wealth at Work is a partner... ...investments, wealth planning, and private banking services to optimize client...SeniorPrivate clientFull time$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the... ...to develop tailored wealth management strategies. Private... ...’s advocate and trusted advisor (primary contact) for strategic... ...having covered the UHNW market / Extensive experience...Private clientFull time- ReKruiting Advisors LLC. seeks a VP Private Client Group Banker in Miami to maintain, grow, and substantially expand a UHNW/HNW client book. You will deliver tailored wealth management strategies, coordinating internal specialists to meet complex goals while ensuring regulatory...Private client
$105.4k - $207.8k
...Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...ends on 09/28/2026. Work you'll do As a Senior Consultant on the M&A team, you will be... ...separation engagements for corporate and private equity clientsAnalyzing financial,...SeniorPrivate clientLocal areaVisa sponsorship$128k - $252.5k
...Strategy & Transactions team helps guide clients through their most critical moments and transformational... ...complex transactions with corporate and private equity clients, this role offers the... ...execute deals and capture value. As a Senior Consultant in M&A Finance & Operations (M...SeniorPrivate clientLocal area- ...organizations, such as the United Nations and Multilateral Development Banks. Advisory and consulting: We advise public and private sector clients to help them design and execute innovations to improve social and environmental performance and value. Platform Management:...SeniorPrivate clientWork at officeRemote work
$200k - $300k
Citigroup Inc. in Miami, Florida is seeking a Private Banker Principal to manage relationships with ultra-high-net-worth clients. The role requires a strategic approach to identify prospects, develop tailored financial solutions, and ensure compliance with regulatory standards...SeniorFull time- ...Bay Harbor Islands, Florida, seeks an experienced Estate/Account Manager to serve select UHNW clients in the Miami area. The role requires owning a portfolio of high-level private clients, coordinating day-to-day property needs, and overseeing capital improvement projects...Private client
$200k
...StatesSalary: $200,000.00 - $500,000.00Category: Private Client Product Services, Executive,... ...order to negotiate internally, often at a senior level. Some external communication is typically... ...and alternative investments with wealth planning and private banking services to...Private clientFull timeLocal area$110k - $215k
Bank of America in Miami is 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...SeniorPrivate client- KPMG LLP in Miami is seeking a Senior Associate to join our Business Tax Services practice. You will provide tax compliance and advisory... ..., gift, estate and trust tax returns, manage a portfolio of clients, and lead teams on client projects while delivering high-quality...SeniorPrivate client
- Morgan Stanley in Miami Beach seeks a Senior Registered Client Service Associate to deliver exceptional client service and support Financial Advisors and Private Wealth Advisors. You will build trusted relationships through daily client interactions and assist with routine...SeniorPrivate client
- ...DarrowEverett LLP is looking for a Senior-Level Attorney for our Private Client Group with a primary focus on high-net worth divorces and complex domestic... ...accountants, business valuation professionals, tax advisors, private investigators, and mental health professionals...SeniorPrivate clientTemporary work
$150k - $210k
...computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for individuals and families with global holdings and activities...SeniorPrivate clientFull timeFixed term contractLocal area- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals.EisnerAmper is seeking a Tax Senior Associate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting and...SeniorPrivate clientFull timeTemporary workPrivate practiceLocal area
- Bank of America is seeking a Regional Managing Director in private wealth to drive business strategy, lead wealth advisors, and ensure exemplary UHNW client service. You will recruit, train, and retain top talent while maintaining a strong risk culture and enterprise alignment...
- ...Join a diverse team helping high-profile clients understand, analyze, and respond to complex... ...as a firm.KPMG is currently seeking a Senior Associate to join our Business Tax Services... ...to owners and senior executives of KPMGs private client base which focuses on ultra-high...SeniorPrivate clientLocal area
- Marsh McLennan Agency in Florida is seeking a Private Client Advisor to deepen relationships with high-net-worth clients. You’ll analyze exposures, recommend tailored coverages, and present market data to help clients make informed decisions. You’ll manage renewals, draft...Private client
- 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...
- PwC in Miami seeks a Tax Senior Associate to guide private-company clients through complex tax regulations, prepare returns, and optimize tax positions. You will mentor junior staff and collaborate with clients to develop tailored tax strategies. The role emphasizes analytical...SeniorPrivate client
- .... Relationship Analyst to deliver expert client service, oversee operations, and guide junior... ...strategic initiatives, reporting to the Senior Relationship Analyst Coordinator. Strong... ..., bilingual English/Spanish, and private banking tech experience are valued, with...SeniorPrivate client
- JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment...Private client
- Bank of America is seeking a senior-level private banker to provide exceptional service to corporate executives through the Executive Wealth Services team. The role centers on deepening client relationships, leading the Client Management Process, and delivering a branded...Private client
- J.P. Morgan Chase, a leading financial services firm in the United States, is seeking a Private Client Advisor to join Chase Wealth Management in Miami. You will provide comprehensive financial planning and investment advice to individuals and families, building lasting...Private client
- ...skilled Relationship Analyst in the United States to manage complex client relationships and drive service excellence across banking and... ...proposals. The role requires extensive experience in private banking support, LATAM client servicing, and fluency in English...SeniorPrivate client
- Citigroup Inc. in Miami, Florida seeks a senior Wealth Advisor to deepen client relationships and deliver comprehensive wealth management solutions to High Net Worth professionals. You will coordinate with the dedicated team to ensure a superior client experience and contribute...Senior
- ...bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientFull timeTemporary workPrivate practiceWork at officeLocal areaRemote work
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