UHNW Wealth Advisor - Latin America Focus
Goldman Sachs Bank AG
Goldman Sachs 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 crafting investment views and making recommendations across global asset classes. A Master’s or Bachelor’s degree in Economics, Finance or a related field is required, along with relevant experience in investment strategies and client management. #J-18808-Ljbffr
- ...an Associate, Non‑Self‑Sustaining Advisor in Miami, Florida. The role involves... ...clients and delivering customized wealth management strategies, focusing on ultra-high net worth... ...Spanish is required, as is travel to Latin America to build client relationships. #J...Suggested
- ...Miami is seeking an Associate, Non-Self-Sustaining Advisor to work closely with clients, advising on customized wealth management strategies. This role involves... ...Travel is required to build client relationships in Latin America, and all costs will be covered by the firm. #J...Suggested
$90k - $130k
...its Miami, FL office. As part of the Private Bank, you will provide tailored investment solutions for ultra-high-net-worth clients, focusing on collaboration with Relationship Managers and overseeing investment transactions. The role offers a hybrid working model and...SuggestedWork at office- ...provide a first-class experience to clients within J.P. Morgan’s Latin America Private Bank. If you have an entrepreneurial mindset and are... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning...SuggestedTemporary workWork experience placementLocal area
- 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...Suggested
- ...Lending Advisor The Lending Advisor is a geographically... ...directly with Wealth Advisors to recommend highly... ...strategies for HNW or UHNW clients, or for some groups... ...of an advisor team, focusing on delivering planning-... ...Goldman Sachs, Bank of America, or J.P. Morgan. Act as...
- ...services to individuals and corporations. We focus on being a global leader in innovations... ...The International Banker & Wealth Advisor is responsible for managing a profitable... ...existing and future wealthy clients in Latin America to increase profitability and diversify...Work experience placementWork at officeShift workAfternoon shift
- 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...
- 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... ...7 years of experience in wealth management, focusing on complex strategies related to estate planning...
- ...particularly in business development and relationship management within the Latin American market. Responsibilities include expanding client relationships, onboarding new clients, and providing tailored wealth management services. Candidates should have at least 5 years in...
- A leading global financial services firm is seeking a Private Banker for its Latin America Private Bank in Miami, FL. The role involves advising ultra-high net worth clients on wealth management, building strong client relationships, and generating new business. Candidates...
$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...Full time- ...: 1st shift (United States of America) Please review the following job... ...Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing... ...banking relationships. Focuses on targeted prospecting and developing...Full timePart timeWork at officeLocal areaShift workDay shift
- ...Work Shift: 1st shift (United States of America) Please review the following job description: A Legal Wealth Advisor is responsible for origination and on-going management... ...or volunteer at committee level within legal-focused non-profits within local market. Support...Full timePart timePrivate practiceWork at officeLocal areaShift workDay shift
$201k - $275k
...VP I, CRO & Reinsurance Risk Manager North America Everest Global Services, Inc. is seeking a talented senior re/insurance risk professional... .../product deep dives, where appropriate (including a particular focus on financial lines). Qualifications include: At least...Full timeLocal area- ...studios, including Universal Pictures, DreamWorks Animation, and Focus Features, and the four global television studios under the... ...The Sr. Analyst - FP&A will play a key role in supporting the Latin America FP&A team across both Revenue and Cost pillars. This position...Local area
- ...Prepare and assist the consolidation and analysis of the Latin America results, including analysis of P&L related metrics, as well as... ...Forecast and Plan). Works with sense of urgency and unwavering focus on accuracy. Highly motivated individual who can manage through...Full timeWork at officeLocal areaFlexible hours
- ...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\u2019ll leverage... ...wealth situations and wants to focus on delivering sophisticated planning...Work at office
- 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...
- JPMorganChase in Miami is looking for a professional to conduct comprehensive financial planning analyses for high net worth clients. The role requires fluency in Spanish and experience in managing relationships with ultra-high net worth individuals from LATAM. The ideal...
- 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...
- 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...
- ...Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Be part of an... ...and procedures. What You'll Do: Champion a client centric focused culture to deepen client relationships and leverage broader Bank...Work experience placement
- ...leading fintech company is seeking a Director of Compliance for the Americas Region. You will oversee compliance programs across the U.S.,... ...a competitive salary and bonus plan in a dynamic environment focused on collaboration and purpose. #J-18808-Ljbffr PayCargo, LLC
- 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, and...
- 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...
- ...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...
- ...individuals and corporations. We focus on being a global leader in... ...Chile, Peru, Colombia, Central America), through phone calls, in... ...and the subsequent servicing of UHNW customers and quality management... ...solutions as part of an integrated Wealth Management client team....Work at officeLocal areaAfternoon shift
- ...First Bank is seeking a Corporate Banking - Credit Analyst II in Miami, Florida. The analyst will focus on credit analysis, underwriting various loan types, and ensuring compliance with bank standards. Responsibilities include preparing memorandum for credit committees...Bank staffWork at office
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