Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - Latin America (HNW/UHNW)

Ascendo Resources

Ascendo Resources is seeking an experienced Financial Advisor to join a leading international wealth management platform. The successful candidate will excel in managing relationships with high-net-worth and ultra-high-net-worth clients, particularly within the Latin American market. With a focus on delivering customized financial strategies, the role involves comprehensive wealth management advice, client acquisition, and liaising with internal specialists to provide clients with tailored solutions. Strong professional fluency in Spanish and English is essential. #J-18808-Ljbffr Ascendo Resources

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Latin America (HNW/UHNW) in Houston, TX vacancy
  • A leading financial institution is seeking a Wealth Advisor in Houston to provide comprehensive wealth management solutions to high net worth clients. The ideal candidate will leverage their networking and sales skills to build and deepen client relationships while maintaining... 
    Senior
    High net worth

    Truist Financial Corporation

    Houston, TX
    3 days ago
  • As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client...  ...team-oriented and fast paced environment with advisors, product partners and operations teams to deliver a... 
    Senior
    Work at office

    TwinThread

    Houston, TX
    4 days ago
  • A financial services company seeks a Senior Wealth Advisor to develop comprehensive wealth strategies for high net worth clients. The candidate will engage in prospecting and servicing relationships, providing tailored financial, estate, and tax planning solutions. Required... 
    Senior
    High net worth
    Full time

    Hancock Whitney Corp.

    Houston, TX
    4 days ago
  •  ...Job Description As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be...  ...and fast paced environment with advisors, product partners and operations...  ...the Team J.P. Morgan Asset & Wealth Management delivers industry-leading... 
    Senior
    Work at office

    JPMorgan Chase & Co.

    Houston, TX
    more than 2 months ago
  • The Hong Kong Study Skills Research Institute in Houston is seeking a Senior Private Wealth Banker responsible for servicing commercial and individual loans. Your role will involve managing strategic customer relationships, analyzing credit requests, and ensuring compliance... 
    Senior
    High net worth

    Hong Kong Study Skills Research Institute

    Houston, TX
    2 days ago
  • Santander Private Banking International seeks a Private Banker to deliver superior service to affluent clients with over $4MM in assets. Your role involves expanding and retaining client relationships by partnering with specialists and providing tailored investment solutions...
    Senior
    High net worth

    Santander Private Banking International

    Houston, TX
    3 days ago
  • The Goldman Sachs Group in Houston, Texas is seeking a Private Wealth Advisor to create customized wealth management plans for high net worth individuals. You will build and nurture client relationships, partnering with experts for bespoke advice while maintaining exceptional... 
    High net worth

    The Goldman Sachs Group

    Houston, TX
    4 days ago
  • Senior Wealth Advisor page is loaded## Senior Wealth Advisorlocations: Kirby - Houston, TX: Granite Park - Plano, TXtime type: Full timeposted on: Posted Todayjob requisition id: R016653Thank you for your interest in our company! To apply, click on the button above. You... 
    Senior
    High net worth
    Local area

    Hancock Whitney Corp.

    Houston, TX
    4 days ago
  • Fifth Third Bank is seeking a Wealth Planning expert in Houston, Texas, to serve high net worth clients with complex financial planning needs. This role involves developing customized wealth strategies and coordinating closely with the Private Bank team to enhance client... 
    Senior
    High net worth
    Bank staff

    Fifth Third Bank

    Houston, TX
    5 days ago
  • $170k - $210k

     ...Senior Wealth Advisor (Houston, TX) Join us and help families amplify and simplify their financial lives with confidence. The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their... 
    Senior
    High net worth
    Temporary work
    Work at office
    Remote work
    Monday to Friday

    Mercer Advisors

    Houston, TX
    3 days ago
  •  ...services firm in Houston, Texas is seeking an experienced tax advisor to provide high-quality tax compliance services and advisory for...  ...proficiency in Microsoft Office are essential. The role requires working on-site 4 days a week. #J-18808-Ljbffr Corient Private Wealth LLC.
    Senior
    High net worth
    Work at office

    Corient Private Wealth LLC.

    Houston, TX
    5 days ago
  • A growing, mid-sized wealth management firm in the Houston area is seeking a senior client-facing wealth professional to join its expanding advisory team. This is...  ...family relationships while serving as the lead advisor within a structured client-facing team. Responsibilities... 
    Senior
    High net worth

    JCW Group

    Houston, TX
    5 days ago
  • Bank of America is seeking an experienced professional in Houston, Texas, to lead the Client Management Process. The role focuses on acquiring new clients and delivering a branded client experience to ensure retention. Candidates should have 10+ years of complex financial... 
    Senior
    High net worth

    Bank of America

    Houston, TX
    1 day ago
  • A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high net worth clients. The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include... 
    Senior
    High net worth

    Hancock Whitney

    Houston, TX
    4 days ago
  • Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management, and estate planning. In this role, you'll manage client relationships, develop portfolios, and ensure compliance with lending... 
    Senior
    High net worth

    Hancock Whitney Corp.

    Houston, TX
    4 days ago
  • $100k

     ...concierge‑level experience designed for HNW/UHNW families — not a transactional process driven...  ...dialogue, not event management. Senior Admissions Counselor Key Responsibilities...  ...Experience in luxury retail, private banking, wealth management, or donor relations — sectors... 
    Senior
    High net worth
    Remote job
    Hourly pay
    Full time
    For contractors
    Visa sponsorship
    Work visa
    Weekend work
    Afternoon shift

    Crossover

    Houston, TX
    2 days ago
  • Goodwin Recruiting is seeking a Senior Technical Tax Manager to oversee complex tax matters for closely‑held businesses and high‑net‑worth individuals. This position allows you to serve as the firm’s technical expert while mentoring team members and ensuring compliance... 
    Senior
    High net worth
    Remote job
    Flexible hours

    Goodwin Recruiting

    Houston, TX
    5 days ago
  •  ...strategies, and Salesforce. Ideal candidates will have a Bachelor’s degree in Finance or Economics, with 7+ years of experience in wealth management and excellent communication skills. This position offers employer-sponsored health benefits, a 401(k), and opportunities... 
    Senior

    Mercantil Commerce Bank

    Houston, TX
    2 days ago
  • Senior Private Wealth Banker Senior Private Wealth Banker is primarily responsible for making and servicing a wide variety of commercial and individual loans, both secured and unsecured, which are typically complex in nature. Job Description The Senior Private Wealth Banker... 
    Senior
    High net worth

    Hong Kong Study Skills Research Institute

    Houston, TX
    2 days ago
  • Omniforce Solutions is seeking a Senior Tax Professional to join Desroches Partners. This role involves working across corporate tax, high-net-worth individual returns, multi-entity structures, and business succession planning. The position allows for a hybrid schedule... 
    Senior
    High net worth
    Relocation package

    Omniforce Solutions

    Houston, TX
    4 days ago
  • Citi is seeking a Private Banker located in Houston, Texas, to manage high-net-worth client relationships and provide sophisticated financial advice. This full-time role requires extensive experience in private banking and a strong commitment to client service. The successful...
    High net worth
    Full time

    Citi

    Houston, TX
    2 days ago
  • PNC Financial Services Group, Inc. is seeking a Banking Advisor III in Houston, TX, to provide guidance on credit and cash management for high-net-worth clients. This in-office role emphasizes team collaboration and a supportive workplace culture, ensuring employees can... 
    Senior
    High net worth
    Work at office

    PNC Financial Services Group, Inc.

    Houston, TX
    5 days ago
  • JPMorgan Chase & Co. is seeking a Senior Client Service Associate to join its Latin America Private Bank team in Houston, TX. The associate will be responsible for maintaining and enriching client relationships, serving as the primary point of contact for all service-related... 
    Senior
    Bank staff

    JPMorgan Chase & Co.

    Houston, TX
    5 days ago
  •  ...Financial Services and a Bachelor’s Degree. Responsibilities include managing client interactions, driving new business, and advising on wealth management. Competitive salary and benefits include health coverage, retirement plans, and more. A commitment to diversity and... 
    Senior

    Aumni

    Houston, TX
    3 days ago
  • We are partnering with a highly respected Registered Investment Advisor (RIA) seeking an experienced Private Wealth Advisor to step into an established book of ultra-high-net-worth (UHNW) client relationships. This role is ideal for a relationship-driven advisor who thrives... 
    High net worth

    Madison Professional Group

    Houston, TX
    4 days ago
  •  ...the Banker SAFE Act role in Houston, Texas. This position requires extensive experience in Private Banking, particularly within the UHNW market, and the ability to build strong client relationships through a deep understanding of their needs. The ideal candidate will have... 
    Senior

    Citigroup

    Houston, TX
    20 hours ago
  •  ...and solar, making EDPR NA the fourth largest developer in North America. EDPR expects to continue this growth pattern by investing...  ...and buyout valuations and negotiations, under the guidance of senior finance team members. A successful candidate will be a strong team... 
    Senior
    Work experience placement
    Work at office
    Immediate start

    EDPR

    Houston, TX
    1 day ago
  •  ...Review and sign off on complex tax returns (1120, 1120S, 1065, 1040 HNW) Manage client deliverables, deadlines, and advisory...  ...structuring, and transaction support Supervise and mentor tax staff, seniors, and managers across multiple engagements Qualifications ~... 
    Senior
    High net worth
    Remote job

    Solid Rock Recruiting LLC

    Houston, TX
    14 days ago
  • $200k

     ...understand client situations and create tailored wealth management strategies. They add value by...  ...as the client’s advocate and trusted advisor (primary contact) for strategic financial...  ...in Private Banking covering the UHNW market, working with or leading client teams... 
    Full time

    Jobleads-US

    Houston, TX
    5 days ago
  • $200k

     ...utilize that knowledge to develop tailored wealth management strategies. Private Bankers...  ...Serve as the client’s advocate and trusted advisor (primary contact) for strategic advice on...  ...in Private Banking having covered the UHNW market / Extensive experience in working... 
    Full time

    Jobleads-US

    Houston, TX
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - Latin America (HNW/UHNW). Be the first to apply!