Bilingual High-Net-Worth Client Advisor
$81.6k - $122.4kCiti
Citi is seeking a Bi-Lingual Client Service Officer in Miami, Florida. This strategic role requires bilingual communication skills and expertise in banking and investment products. The successful candidate will manage high-touch client relationships, drive client satisfaction, and execute complex transactions. Expectations include a strong attention to detail and the ability to assess risk while ensuring compliance with relevant laws. The position offers a competitive salary range of $81,600 – $122,400, alongside comprehensive benefits. #J-18808-Ljbffr Citi
- Citigroup Inc. is seeking a Bi-Lingual Client Service Officer in Miami, Florida. The ideal candidate will deliver exceptional client service to high net worth individuals, utilizing strong bilingual communication skills and a deep understanding of banking products. In this...BilingualHigh net worth
$81.6k - $122.4k
...Switzerland) AG is seeking a Bi-Lingual Client Service Officer Assistant Vice President in Miami. This role involves serving high net worth clients, managing transactions, and ensuring... ...management. The ideal candidate must be bilingual in English and Spanish, possess strong...BilingualHigh net worth- ...Bi-Lingual Client Service Officer Assistant Vice President Discover your future at... ...base for this business includes Ultra High Net Worth Individuals and Families, nationally recognized... .... Job Qualifications ~ Bilingual - English / Spanish written and verbal...BilingualHigh net worthWork at officeImmediate start
$81.6k - $122.4k
## Bi-Lingual Client Service Officer Assistant Vice PresidentApplylocations: Miami Florida... ...base for this business includes Ultra High Net Worth Individuals and Families, nationally... ...with transparency.Job Qualifications:* Bilingual - English / Spanish written and verbal...BilingualHigh net worthFull timeWork at officeImmediate start- Goldman Sachs Bank AG in Miami is looking for an Associate, Non-Self-Sustaining Advisor to create comprehensive wealth management plans for ultra-high net worth clients. The role requires a Master’s degree with relevant experience and fluency in Spanish. This position...BilingualHigh net worth
- ...organizational skills by interfacing with clients on a daily basis, preparing complex tax... ...of Partnership, S Corporation and HIGH Net Worth Individual tax laws as a requirement of... ...willing attitude is absolutely essential. Bilingual English/Spanish Training and...BilingualHigh net worthWork at office
- ...compliance projects. Ideal candidates are detail‑oriented, proactive, and ready to develop in a collaborative environment. The position offers hands‑on experience in high‑net‑worth tax structures, with opportunities to pursue CPA licensure #J-18808-Ljbffr Ruiz Lopez CPA, P.A.BilingualHigh net worth
- FinTrust Connect is looking for a Registered Client Service Associate in Miami, FL, to execute trades and provide operational support for high net worth clients. This role requires active FINRA Series 7 and 66 licenses, with a focus on a strong service posture and operational...BilingualHigh net worth
- ...seeking an experienced Financial Advisor/ Broker to cover their Brazilian Clients This opportunity is ideal for a... ...proven track record serving high-net-worth and ultra-high-net-worth individuals... ...client relationships. Fully Bilingual in Portuguese and English #J-18...BilingualHigh net worth
- ...Bilingual Personal Assistant We are seeking a dynamic and highly skilled Bilingual Personal Assistant fluent in both French... ...working closely with distinguished clients involved in luxury events... ...luxury events targeting high-net-worth individuals and corporations....BilingualHigh net worthCasual workWork at officeLocal areaRemote workVisa sponsorship
- ...satisfying the financial needs of our clients. The responsibilities of an agent include... ...existing warm market, and providing high net-worth clients with individually-tailored financial... ...Working in financial services Fully Bilingual in English and Spanish (Portuguese is a...BilingualHigh net worth
- ...growth and late-stage private company equity for ultra-high-net-worth and high-net-worth clients. As Sr. Direct Private Investment Associate, you will... ...equivalent)- Series 7, 63, or 65 licenses preferred- Bilingual (English/Spanish) a plus given Miami client baseSantander...BilingualHigh net worth
- Job Description As an Advisor Development Program Financial Solutions... ..., building and managing client relationships to considering... ...portfolio of affluent and high‑net‑worth clients. As a successful MFSA... ...term strategies for clients. Bilingual Spanish speaking is required...BilingualHigh net worthTraineeshipWork at officeLocal areaImmediate startShift workDay shift
$123.75k - $225k
...industry and is evolving from a high-impact brand into a... ...Senior Associate Investment Advisor is an experienced, client-facing Financial Advisor... ...Experience serving affluent, high-net-worth, ultra-high-net-worth,... ...but not required.* Bilingual capabilities are a plus, depending...BilingualHigh net worthHourly payContract workShift work- ...Join Our Team At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...property needs. 2. Leadership, Client Experience & Guest Services Oversight... ...- Bachelor's degree preferred. - Bilingual (English/Spanish) required - 5+ years...BilingualHigh net worthPermanent employmentContract workTemporary workFor contractorsWork at officeFlexible hours
$50k - $70k
Ruiz Lopez CPA PA Bilingual Spanish - International Tax Associate I - Accounting (Bachelor... ..., and hands‑on in assisting our clients to achieve their goals. We celebrate initiative... ...experience preparing tax returns for high‑net‑worth individuals and complex corporate...BilingualHigh net worthFull timeWork at officeLocal area- A retail management firm in Miami is seeking a Lead Client Advisor responsible for leading a team and ensuring exceptional customer service... ...strong leadership, communication, and organizational skills. Bilingual capabilities are preferred to serve diverse customers...Bilingual
- ...professional and executive banking relationships. Clients will typically be commercial customers,... ...business opportunities and minimize high-risk situations. May approve loans and... ...planning issues affecting affluent and high net worth individuals Advanced knowledge of...High net worthWork at office
- ...handle payroll support and ensure compliance for a portfolio of clients. The ideal candidate will manage payroll submissions, provide... ...support bookkeeping in QuickBooks Online. Applicants should be bilingual in English and Spanish, with a minimum of 3 years of payroll experience...Bilingual
- ...growth** At Corient, we help high- and ultra-high-net-worth individuals and families... ...needs.**2. Leadership, Client Experience & Guest Services... ...Bachelor’s degree preferred.- Bilingual (English/Spanish) required... ...network of best-in-class advisors, capabilities and...BilingualHigh net worthPermanent employmentContract workTemporary workFor contractorsWork at officeFlexible hours
$135k
...and is evolving from a high-impact brand into a technology... ...execution, and advisor engagement for the broker-dealer’s High Net Worth (HNW) and International... ...responsible for driving new client acquisition, deepening... ...Industry - Required. Bilingual English/Spanish -...BilingualHigh net worthHourly payContract workWork experience placementWork at officeShift work- The Lead Client Advisor is a pivotal role responsible for providing exceptional customer service while leading and managing... ...to handle multiple responsibilities efficiently. Bilingual or multilingual abilities are highly valued to serve diverse customer bases effectively....BilingualShift work
- ...community-centric atmosphere. The firm handles high net worth cases, and their legal experts offer their clients a unique understanding of the often complex legal... ...experience handling high net worth cases; being bilingual in Spanish is preferred. The position is full-time...BilingualHigh net worthFull timeWork at office
- ...Client Support Specialist To be eligible for consideration of this role, your primary residence must be located within a 90 mile... ...environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and...High net worthRemote jobFull time
- ...seeking a Tax, Trusts & Estates Associate with over 3 years of experience to join its Private Client and Wealth Planning practice in Miami. This role will involve advising high-net-worth individuals, families, and fiduciaries on various tax and estate planning matters. The...High net worth
- ...Estates Associate with 3+ years of experience to join its growing Private Client and Wealth Planning practice. The role is based in Miami. This role offers the opportunity to advise high-net-worth individuals, families, family offices, fiduciaries, and closely held...High net worth
- ...and advisory firm is seeking a Tax Partner for their Private Client Services practice. The role involves compliance review, client... ...supervisory skills, and a strong knowledge of tax laws affecting high net-worth individuals. This position offers a unique opportunity to...High net worthPrivate practice
- ...experienced International Tax Manager to join our Private Client Services team. This role focuses on advising high-net-worth individuals on international tax compliance and... ...complex engagements and serve as a trusted advisor on U.S. international tax matters. The ideal...High net worth
$250k
Australia-Employment in Miami, Florida is seeking a Private Client Services Attorney. This role will involve supporting high-net-worth individuals and multinational families in comprehensive estate and tax planning. The ideal candidate should have a minimum of six years...High net worth$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... ...candidate will have over 7 years of experience managing high-net-worth clients, with expertise in investment products and a...High net worth
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