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

Senior Wealth Relationship Strategist

Citibank (Switzerland) AG

Citibank (Switzerland) AG in Miami seeks an experienced Wealth Relationship Manager to deepen relationships with affluent and high-net-worth clients, delivering holistic financial planning and high-touch service. You will identify clients' complex needs, coordinate with product specialists, conduct face-to-face meetings, and ensure KYC/AML compliance while expanding wallet share and partnering with branch colleagues. #J-18808-Ljbffr

Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist in Doral, FL vacancy
  •  ...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Wealth Strategist Full Time Miami, FL, US SUMMARY: Provides professional consulting/advisory services to clients through the development,... 
    Suggested
    Full time

    Grove Bank & Trust

    Doral, FL
    1 day ago
  •  ...location listed in job posting.  Summary The Business Banking Relationship Manager, Sr is a high-level banker role responsible for...  ...offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed... 
    Senior
    Full time
    Work at office

    First Horizon Bank

    Doral, FL
    11 days ago
  •  ...growing core deposits, and delivering treasury management and wealth management solutions to business owners and commercial clients...  ...proven business developer with formal credit training, strong relationship management skills, and an established network within the South... 
    Senior

    New Edge Associates a Talent Acquisition Firm

    Doral, FL
    2 days ago
  •  ...portfolio. ESSENTIAL DUTIES AND RESPONSIBILITIES Bring in new relationships with clients by earning trust, thoroughly understanding client...  ...sheet, including asset allocation, investment management, wealth planning, credit and banking needs Ensure that proposed... 
    Senior
    Full time
    Temporary work
    Work experience placement

    First Horizon Bank

    Coral Gables, FL
    23 hours ago
  •  ...National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To... 
    Senior
    Work at office

    City National Bank

    Doral, FL
    18 hours ago
  •  ...Responsibilities Are you skilled at developing wealth management strategies? Does financial data excite you? We’re looking for a Senior Wealth Strategy Associate to: Assist...  ...meetings and provide support for client relationship building and business development... 
    Senior
    Full time
    Flexible hours

    UBS

    Coral Gables, FL
    4 days ago
  •  ...seeking a highly motivated and experienced Senior Private Banker to join our growing team....  ...responsible for developing and managing relationships with high-net-worth individuals and families, providing them with comprehensive wealth management solutions and exceptional... 
    Senior

    Pacifica Continental

    Doral, FL
    3 days ago
  •  ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative...  ...ll Contribute: Kaufman Rossin is seeking Senior Auditors to join our dynamic Assurance Services...  ...analytical skills Ability to handle client relationships with minimal supervision How You'll... 
    Senior

    Kaufman Rossin

    Doral, FL
    4 days ago
  •  ...allows us to prioritize long-term client relationships, maintain objectivity in our advisory...  ...including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment...  ...ll Contribute: Kaufman Rossin is seeking senior-level tax professionals to join our... 
    Senior

    Kaufman Rossin

    Doral, FL
    4 days ago
  •  ...multi-disciplinary teams, mentoring staff, and ensuring alignment with Suffolk’s standards and profitability objectives. Strong relationship-building with owners and partners is essential. The successful candidate will possess a bachelor’s in construction management... 
    Senior

    Suffolk

    Doral, FL
    3 days ago
  •  ...Senior Counsel – Litigation (7–10 Years of Experience) A dynamic and motivated Senior Counsel is sought to join a Trial and Defense...  ...and strategy updates to clients Maintain strong, collaborative relationships with clients Qualifications Licensed to practice law in... 
    Senior

    Distinct | North America

    Doral, FL
    18 hours ago
  •  ...are looking for an experienced, hands-on Senior Marketing Specialist to join our Miami-...  ...structured initiatives while supporting the relationship and coordination with third-party...  ...services experience strongly preferred — wealth management, asset management, banking, or... 
    Senior
    Work at office
    Local area
    Shift work

    Insigneo

    Doral, FL
    1 day ago
  •  ...About the Role: As a CBRE Senior Managing Director, you will lead our Advisory and Transaction Services, Investor Services business...  ..., and drive profitability. Build and maintain strong relationships with key clients, identifying opportunities for new business and... 
    Senior

    CBRE Group, Inc.

    Doral, FL
    4 days ago
  •  ...Tax Senior — Public Accounting The Tax Senior is responsible for preparing and reviewing federal, state, and local tax returns for...  ...standards. Participate in client meetings and contribute to the development of client relationships. Mentor and train junior tax staff. #LI-CC1... 
    Senior
    Local area

    CPS

    Doral, FL
    1 day ago
  • # Tax Senior Associate### Job DescriptionOur client, a leading competitor in the Finance industry is looking for a Tax Senior Associate...  ...ability to develop and maintain outstanding client relationships* Strong tax research and writing skills* Proven technical skills... 
    Senior

    MakeTheMove.com

    Doral, FL
    1 day ago
  • Une institution financière majeure à Coral Gables, Floride, cherche un(e) gestionnaire de relations seniors pour développer et gérer des relations bancaires commerciales. Le candidat idéal devra posséder plus de 10 ans d'expérience en développement commercial et une compr... 
    Senior

    TD Bank

    Coral Gables, FL
    5 days ago
  • $148.72k - $223.08k

    Une banque leader recherche un Responsable des Relations Client à Coral Gables, Floride. Ce poste nécessite de gérer des relations commerciales complexes, de développer de nouvelles affaires et d'apporter des solutions financières sur mesure aux clients. Le candidat idé...
    Senior

    TD Bank

    Coral Gables, FL
    5 days ago
  • $60.8k - $80k

    Company Description Hi there—at Razorfish, we’re leaders in what's next. Since the dawn of the internet, we’ve helped brands move first through every era of transformation, defining what digital means for business and now leading brands into the age of AI. Everyone has...
    Temporary work
    Freelance
    Local area
    Flexible hours

    Razorfish

    Doral, FL
    4 days ago
  •  ...Senior, Lead, or Principal Recruitment Consultant – Life Sciences (dependent on experience) Please only apply to this position if...  ...complete interview cycle between clients and candidates Maintain relationships with candidates after placing them in a new position Skills We... 
    Senior
    Work at office

    Discover International

    Doral, FL
    2 days ago
  • $90k - $160k

     ...Senior Tax Associate or Tax Manager | Miami | Hybrid $90,000 - $160,000 depending on level and experience A well-established public...  ...research and written positions Direct client communication and relationship management Managing workload and deadlines through compliance... 
    Senior
    Work at office
    Local area

    Ascendo Resources

    Doral, FL
    2 days ago
  •  ...assigned client accounts. This position will have responsibility to manage day-to-day planning and analysis while maintaining strong relationships with media vendors, clients and partner agencies. The responsibilities are many, various, and not limited to those written in... 
    Senior

    Zimmerman Advertising

    Doral, FL
    2 days ago
  •  ...A private wealth management firm is seeking a Senior Registered Client Associate to support Financial Advisors and their clients. This position requires investment knowledge, sound judgment, and the ability to manage client requests and transaction activity within a regulated... 
    Senior

    Leeds Professional Resources

    Doral, FL
    3 days ago
  •  ...create an environment that facilitates learning, personal growth, and care. The teacher is expected to establish positive working relationships with all staff members as well as parents. ESSENTIAL DUTIES AND FUNCTIONS: 1. Meets eight Iowa Teaching Standards and 42... 
    Contract work
    Immediate start
    Weekend work
    Afternoon shift

    Mount Pleasant Community School District

    Hialeah, FL
    10 days ago
  • $90k - $160k

     ...Audit Senior or Audit Manager | Miami | Hybrid $90,000 - $160,000 depending on level and experience A well-established public accounting...  ...engagements. At the Manager level you are owning client relationships, managing budgets and schedules, reviewing the work, and coaching... 
    Senior
    Work at office
    Local area

    Ascendo Resources

    Doral, FL
    2 days ago
  • $250k - $350k

     ...defense matters Develop and execute litigation strategies aligned with client objectives Maintain and grow existing client relationships while contributing to firm business development efforts Qualifications ~ J.D. from an accredited law school and admission... 
    Senior
    Local area

    Jobot

    Doral, FL
    3 days ago
  •  ...Job Summary The Senior Legal Counsel serves as an experienced practicing attorney, contributing to the Legal Department's execution...  ...applicable), and to establish and maintain effective working relationships with executive and other leaders. Ability to direct,... 
    Senior
    Shift work

    Nicklaus Children's Health System

    Doral, FL
    3 days ago
  •  ...Construction Senior Project Manager (Miami, FL) Luxury Hospitality, High-End Residential, Commercial Construction Are you a Senior...  ...delivering exceptional projects while building lasting client relationships? We are seeking an experienced construction professional to lead... 
    Senior
    Contract work
    For contractors
    For subcontractor
    Work at office

    Florida Construction Connection Inc

    Doral, FL
    1 day ago
  • $110k - $150k

     ...working with a private equity firm that is looking to hire a Senior Fund Accountant. The firm manages multiple investment vehicles...  ...related to fund accounting, reporting, and systems Manage relationships with third-party administrators, valuation firms, and tax providers... 
    Senior
    Full time

    Segrera Associates

    Doral, FL
    1 day ago
  •  ...Acerca del puesto Senior Sales Manager Location: Miami, Doral, FL Full-time | Leadership Role | Regional Scope About...  ...sales growth, margin contribution, and top-tier customer relationships across the Caribbean and Miami. Guide and develop the KAM team... 
    Senior
    Full time

    SLC TRADE

    Doral, FL
    3 days ago
  •  ...Caribbean Group has an exciting career opportunity for a full time Senior Analyst, Finance reporting to the Senior Manager, Finance...  ...ability to multi-task under tight deadlines. Ability to build relationships across departments and work effectively in a fast-paced environment... 
    Senior
    Full time
    Work at office

    Royal Caribbean Group

    Doral, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist. Be the first to apply!