Global Private Wealth Advisor | Cross-Border Planning

Skybound Wealth Management Ltd; Houston (TX); In loco; USD 180.000 - 400.000; Tempo pieno

Vantaggi offerti da questo lavoro

Global reach

Plume platform

Career development

Collaborative team

Competitive pay

Descrizione del lavoro

Skybound Wealth Management USA is recruiting a Private Wealth Partner to lead sophisticated client relationships and cross-border wealth strategies. This role focuses on serving high-net-worth individuals, expatriates, and business owners with a comprehensive, tax-aware approach to financial planning and investment management.

The ideal candidate combines a robust background in wealth management with a passion for client service, international asset integration, and partnership with internal

Competenze

• Bachelor’s degree in Finance, Economics, or related field.
• 3–5 years of experience in wealth management or advisory services.
• Series 65, Series 66, or equivalent FINRA qualifications.

Mansioni

• Client Relationship Management: cultivate and maintain long-lasting relationships with high-net-worth clients and expatriates.
• Comprehensive Financial Planning: deliver personalized advice including goal setting, tax optimization, estate planning, and portfolio oversight.
• Cross-Border Wealth Integration: incorporate international assets into cohesive financial plans.
• Investment Strategy Development: align model portfolios and investment research with client needs.
• Market Research & Insights: stay informed on global/local markets and opportunities.
• Collaborative Approach: work with tax advisors, estate planners, and portfolio managers.
• Regulatory Compliance: ensure advice complies with SEC rules and international standards.

Conoscenze

Financial products

Investments

Tax laws

Estate planning

Portfolio management

Asset allocation

Risk management

Communication skills

Financial planning software

Independent work

Formazione

Bachelor’s degree in Finance or Economics

Strumenti

Plume platform

Descrizione del lavoro

Skybound Wealth Management USA is recruiting a Private Wealth Partner to lead sophisticated client relationships and cross-border wealth strategies. This role focuses on serving high-net-worth individuals, expatriates, and business owners with a comprehensive, tax-aware approach to financial planning and investment management.

The ideal candidate combines a robust background in wealth management with a passion for client service, international asset integration, and partnership with internal