Brazilian UHNW Wealth Advisor & Relationship Manager
Ascendo Resources
Ascendo Resources is seeking an experienced Financial Advisor/Broker to cover Brazilian clients for a leading international wealth management platform. This role targets relationship-driven professionals with a proven track record serving high-net-worth and ultra-high-net-worth individuals in the Brazil market. You will manage and deepen client relationships, deliver holistic wealth management strategies, collaborate with internal specialists, and grow assets under management through expanded #J-18808-Ljbffr Ascendo Resources
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Brazilian UHNW Wealth Advisor & Relationship Manager in Miami, FL vacancy
- ...Chase in Miami is seeking a qualified wealth management professional to provide tailored financial... ...experience in financial sales to UHNW individuals. The successful candidate... ...while traveling internationally to foster relationships. A competitive salary and benefits...Suggested
- A leading international wealth management platform is seeking an experienced Financial Advisor/ Broker to cover their Brazilian Clients This opportunity is ideal for a relationship-driven professional with proven track record serving high-net-worth and ultra-high-net-worth...Suggested
- The-Misch-Group, a boutique wealth management firm in Florida, is searching for experienced RIA Financial Advisors. This role demands a minimum of $5M in portable AUM and... ...firm emphasizes complete ownership of client relationships and offers comprehensive back-office...SuggestedFlexible hours
- ...Miami is looking for an Associate, Non-Self-Sustaining Advisor to create comprehensive wealth management plans for ultra-high net worth clients. The role... ...be prepared for potential travel to Mexico to build client relationships. #J-18808-Ljbffr Goldman Sachs Bank AGSuggested
- Truist in Miami is looking for a primary relationship advisor for high net worth clients. You will develop... ...service and deliver the full suite of Truist Wealth solutions. The role requires strong sales and relationship management skills, advanced credit knowledge, and the...Suggested
- 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...
$260k - $350k
...About the job Senior Relationship Manager We have been retained by a global private... ...Relationship Manager, Private Banker or Wealth/Financial Advisor. The role will have a scope of... ...book of client business within the HNW/UHNW community, primarily in Argentina...Norman Alex
Miami, FL1 day ago- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience. Farther’s... ...to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther... ...for our most complex client relationships. This role is ideal for a...Work at office
- Bank of America is seeking a Credit Advisor responsible for building credit relationships with ultra-high-net-worth clients in South Florida. This client-facing role involves managing a portfolio of clients, educating Advisors, and leading the credit delivery process. The...
- ...highly-motivated renewal sales account manager who can work well with a team of sales... ...Establishing and maintaining strong business relationships at the executive level Proactively... ...Legal is preferred. ~ English and Brazilian Portuguese fluency required. Why Proofpoint...Work at officeRemote workFlexible hours
Proofpoint
Miami, FL4 days ago - ...Banker Key Responsibilities Manage and grow a portfolio of high-... ...objectives and preferences. Advise on wealth planning, succession, tax-... ...managers, tax and legal advisors, etc.) to deliver holistic solutions... ...long-term, confidential relationships with clients and their...
- ...International Relationship Manager Job ID 2026-5869 Category Wholesale Banking Type Full-Time Workplace... ...Manager expectation is to meet and exceed goals by developing new Wealth and Depository relationships with prospects and existing...Full timeFor contractorsWork at office
City National Bank
Miami, FL5 days ago - ...experience and at least 3 years in a senior leadership role. Key responsibilities include driving sales performance and managing high-profile client relationships. A commitment to operational excellence and discretion is essential in this role that supports a prestigious...
- A leading software company is seeking a Customer Success Manager to manage customer relationships primarily for Brazilian accounts. The role requires fluency in English and Portuguese, along with at least 5 years of experience in client-facing roles managing Enterprise...
$200k - $400k
...Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement... ...families experience holistic wealth management. With over three decades of excellence... ...focus on what matters most: building relationships, delivering sophisticated advice, and...Full timeWork at officeHome officeAfternoon shiftWeekday workGuerra Wealth Advisors
Miami, FL7 hours ago$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST... ...dedicated Financial Advisor to build and manage a holistic wealth management practice. You'll provide... ...Develop Client Relationships: Identify, establish, and manage new...Temporary workLocal areaFlexible hoursCAPTRUST
Miami, FL1 day ago- Crowe is seeking a Tax Manager for the IronSpire Group. The successful candidate will possess deep expertise in estate, gift, and trust tax planning and compliance. They will advise clients and manage sophisticated engagements while supporting the growth of the group. This...Work at office
$55k - $60k
...Salary: $55,000 – $60,000 Annually + Commission (Commission Average: $62,500 Annually) POSITION SUMMARY The Relationship Manager owns the customer journey from initial implementation through ongoing relationship management, serving as the primary point of contact...Remote workNurp
Miami, FL2 days ago- ...Relationship Manager Are you a natural communicator who loves building relationships? Do you enjoy solving problems for your clients? Do you know how to make customers feel supported? If you said yes to any of these questions, we want to meet you! Axela...Work at office3 days per week
Axela
Miami, FL1 day ago - ...Private Banking High Net Worth Relationship Manager - LATAM Location: Miami, FL, US, 33131 Brand: HSBC Area of Interest: Private Banking... ...profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to LATAM,...
HSBC
Miami, FL4 days ago - Production Miami, FL, US VP, International Relationship Manager VP, Relationship Manager - International Banesco USA is seeking a VP, Relationship Manager for our International Department. Primary Job Duties Responsible for developing and growing in deposits the assigned...Temporary workWork at office
- A prominent bank in Florida seeks a Private Wealth Advisor Senior to consult clients on financial goals. The role involves providing wealth advisory and investment management solutions, ensuring compliance with regulations while exceeding sales goals. Candidates should...
$120k - $250k
Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we’re redefining what it means to build... ...and nationwide with a boutique, relationship-first approach to retirement and wealth... ...Advisor develops tailored financial plans, manages portfolios, implements tax-efficient...Full timeWork at officeAfternoon shiftWeekday work- ...families. We provide diversified portfolio management and asset allocation guidance. We take... ...Partners is seeking a remote CFP Wealth Advisor. Analog provides a steady stream of new... ...to establish and maintain strong relationships with clients and work collaboratively...Remote jobFull timeWork at office
- Guerra Wealth Advisors in Miami is looking for a Financial Specialist to bridge the gap between prospects and their financial futures. This role emphasizes building relationships with clients and setting appointments for financial advisors. The firm values sales-driven...
$61k - $119k
...Becoming a Financial Advisor Becoming a financial advisor... ...’s unique needs ·Manage your client’s financial... ...their goals ·Grow relationships with clients to support... ...and Northwestern Mutual Wealth Management Company (NMWMC... ...Citi Private Bank - UHNW Investment Counselor -...Full timeContract workFor contractorsWork at office$120k
Guerra Wealth Advisors in Miami, FL, is seeking a dedicated Wealth Advisor to help clients navigate their financial... ...role focuses on developing tailored financial plans, managing portfolios, and cultivating relationships. Ideal candidates will have a background in sales...- ...is seeking a Private Banker in Miami to advise clients on managing their wealth. The role requires over three years of experience in Private... ..., strong sales skills, and the ability to develop client relationships. Key responsibilities include managing client interactions...
- A financial services company is seeking a Private Wealth Management Wealth Advisor to manage a portfolio of affluent clients. This role involves... ...providing tailored financial advice, expanding client relationships, and collaborating with internal teams to deliver wealth...
$200k
Guerra Wealth Advisors in Miami, FL is seeking a Senior Wealth Advisor to lead financial planning for complex, high-net-worth clients. This role demands 7+ years of experience and offers uncapped commissions alongside a compensation structure that ensures top earners exceed...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Brazilian UHNW Wealth Advisor & Relationship Manager. Be the first to apply!
Related searches
- financial planning administrator Miami, FL
- financial advisor development program Miami, FL
- international financial advisor Miami, FL
- wealth advisor Miami, FL
- work from home financial advisor Miami, FL
- financial planner cfp Miami, FL
- financial advisor part time Miami, FL
- private wealth advisor Miami, FL
- associate corporate finance Miami, FL
- oracle cloud financials consultant Miami, FL