Bilingual Wealth Client Relations Manager
The Northern Trust Company
Northern Trust is seeking an experienced professional in Miami to support fiduciary, estate and advisory client relationships. This role involves coordinating account administration, understanding governing documents, and working with service partners to fulfill requests. Candidates should have a college degree, 5+ years in financial servicing, and Spanish or Portuguese language skills, with a focus on accuracy and client service in a fast-paced environment. #J-18808-Ljbffr Northern Trust
$45k - $65k
A leading wealth management firm in Miami, FL, is seeking a Wealth Management Associate. The role involves assisting with client onboarding and managing CRM processes to enhance client experience... ...strong attention to detail, and be bilingual in English and Spanish. This full-...BilingualFull time- Bank of America’s Merrill Wealth Management unit seeks an experienced Client Services Associate to support Financial Advisors and their clients. You will handle... ..., and knowledge of investment products are required; bilingual skills are a plus. #J-18808-Ljbffr Bank of AmericaBilingualWork at office
- Goldman Sachs Bank AG in Miami seeks an Associate, Business Development Professional to support wealth management strategies for clients in Latin America and Florida. The role involves creating marketing materials, sourcing new clients through cold outreach, and tailoring...Bilingual
- Guerra Wealth Advisors in Miami, FL is seeking an Appointment Setter to engage firm-provided warm leads, qualify prospects, and schedule... ...-3 years of phone sales or appointment setting experience, are bilingual in English and Spanish, and are motivated to grow a long-term...Bilingual
- Hamilton Lane Incorporated in Miami seeks a Vice President of Private Wealth Sales to drive intermediary wealth channel sales in Spanish and... ..., leveraging market insight and product solutions. You will manage a regional territory, build senior relationships, and coordinate...Bilingual
- Jefferies is seeking a Wealth Management Sales Associate in Miami, FL to support Wealth Advisors with client service, trade support, and administrative operations. The role emphasizes bilingual Spanish-English communication and professional client interactions. The successful...Bilingual
- Hamilton Lane is seeking a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English to lead sales across intermediary... ...strategic insights to financial advisors and their clients. The ideal candidate has 7+ years in financial services sales...Bilingual
$75k - $80k
...,000-$80,000 Base About the Opportunity: Our client is a highly regarded wealth management firm known for its thoughtful approach to financial planning... ...mentorship and growing into greater client-facing responsibility Bilingual in English and Spanish preferred...Bilingual- Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Advisors and Wealth Management Client Associates help clients pursue the life... ...technology platformsDesired Qualifications:Bilingual English and PortugueseBilingual English...BilingualFull timeSeasonal workWork at officeWork from homeShift workDay shift
- The Wealth Desk Associate - US, will manage an assigned portfolio of Insigneo clients to cultivate and maintain strong, long-term relationships... ...administration, finance, or related field. Minimum of three (3)... ...working with end clients. Bilingual in English and Spanish....Bilingual
- POSITION SUMMARY:Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams... ...transactions, answering general non-investment related questions concerning clients accounts,...BilingualWork experience placement
- Northern Trust Corp, a global leader in wealth management and banking services, seeks a skilled... ...strong communication and knowledge of trust-related services, with language skills in... ...advisors and administrators, and support client servicing events with attention to #J-...
- Goldman Sachs, Inc. in Miami seeks an Associate, Client Relationship Management to serve ultra-high net worth clients across the United States. You... ...and banking services. You will identify opportunities for wealth advisory services, execute trades, and collaborate #J-188...
$75k - $95k
...various phases of financial services. Maintain client satisfaction and actively assist in the wealth management business of a high-performing International team... ...Fidessa, Pershing and Addepar is helpful. Bilingual in Spanish is required. Primary Location Full...BilingualFull timePart timeLocal area- ...a dynamic Vice President of Private Wealth Sales who is bilingual in Spanish and English. This role involves... ...to financial advisors and their clients. The ideal candidate will have extensive... ...private wealth channels. Manage and grow a sales territory through prospecting...BilingualImmediate start
- POSITION SUMMARY Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs), Private Wealth Advisor(s) (PWAs), and... ...transactions, answering general non-investment related questions, educating or enrolling clients in digital...BilingualLocal area
$55k - $70k
Wealth Management Associate ($55,000 - $70,000) At Guerra Wealth Advisors... ...decades of excellence serving clients in South Florida and... ...management, financial services, or related roles. Strong background in... ..., and investment accounts. Bilingual in English and Spanish preferred...BilingualBase plus commissionFull timeWeekday work$169.5k - $305.8k
...Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual... ...industry, and unlock your true potential.As a Client Partner, Enterprise Sales, you will be... ...unable to respond to non-accommodation related requests.SummaryLocation: Remote, Florida...Full timeContract workTemporary workPart timeWork experience placementLocal areaRemote workFlexible hours- ...Merrill Wealth Management Client Service Support Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...and technology platforms Desired Qualifications: Bilingual - Spanish Has experience working with clients, quickly...BilingualSeasonal workWork at officeWork from homeShift workDay shift
- Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...general non‑investment related questions concerning client accounts... ...duties directed by local management Administrative Support...BilingualWork at officeLocal area
- ...Registered Private Wealth Client Associate - Bilingual Portuguese or Spanish Preferred Miami, Florida To proceed with your application, you... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management...BilingualSeasonal workWork at officeWork from homeShift workDay shift
- Registered Client Service Associates provide exceptional service... ...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...general non-investment related questions concerning client accounts... ...duties directed by local management ADMINISTRATIVE SUPPORT:...BilingualWork at officeLocal area
- Bank of America is seeking a Client Service Associate in Miami, FL, to provide client service support for multiple Financial Advisors... ...possess FINRA SIE, Series 7, and 66 licenses, preferably being bilingual in Spanish. The opportunity invites 37.5 hours per week within...Bilingual
- ...of Ocean Bank, seeks a Financial Consultant to build long-term client relationships and deliver personalized financial planning and investment... ...knowledge of markets, products, and regulatory standards, with bilingual English/Spanish communication. The position is hybrid from...Bilingual
$75k - $95k
Job Title: Wealth Management Sales Associate Location: Miami, FL Overview: We are seeking a client-focused, detail-oriented Sales Associate to... ...The ideal candidate will be bilingual in Spanish and English,... ...Assist with trade support and related follow-up Research and respond...BilingualFull timePart timeLocal area- ...Bankshares is seeking a VP; Relationship Manager in the Private Client Services Department to originate,... ...delivering credit solutions and cross-selling related services in support of growth. The... ...in banking sales and lending, with bilingual English/Spanish communication and...Bilingual
$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 executing the client management process. The ideal candidate will have over 7 years of experience managing high-net-worth clients...- JPMorgan Chase & Co. is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences...
$75k - $85k
...curated experiences, unparalleled in-home full services, exclusive home management, and advisory services combined with the latest technology trends. As a member of the Sales Team, Client Relations Director plays a crucial role in creating, managing, and nurturing...Full timeFlexible hours- A major financial services provider in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients. The ideal candidate will have 5-8 years of financial planning experience and hold necessary US FINRA registrations. This role involves providing...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Bilingual Wealth Client Relations Manager. Be the first to apply!
- wealth management advisor Miami, FL
- wealth management consultant Miami, FL
- wealth manager Miami, FL
- client relationship manager Miami, FL
- senior engagement manager Miami, FL
- engagement manager Miami, FL
- member engagement manager Miami, FL
- client executive Miami, FL
- engagement director Miami, FL
- client experience manager Miami, FL

