Private Wealth Management
XP Investments US, LLC
XP Investments US, LLC is seeking Private Wealth Mgmt. in Miami, FL to act as long-term strategic adv/private banker, overseeing tailored invest portfolios/asset allocation/ongoing perf & risk monitoring; Prof w/ Bloomberg Term/Pershing/ NetX360/Salesforce. Knwl of global fin’l markets, invest products, & wealth mgmt. strategies. Expert in building/ mng client portfolios across mult asset classes, incl fixed income/equities/structured notes/alt invest. BS in Business Admin/Fin/ or Rel/Foreign Equiv; 5 years progressive work exp in banking/fin’l industry adv HNW & UHNW indiv on highly pers wealth mngmt solutions; resumes to View email address on click.appcast.io
recblid ui7lijq9avo1qa6daigfroueus2y0wVacancy posted 3 days ago
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