Senior Multilingual Wealth Relationship Manager (HNW)

Citi; Miami (FL); On-site; USD 80,000 - 100,000; Full time

Job summary

A leading financial services company in Miami is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients. This role involves understanding client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of experience and strong analytical and communication skills, along with the necessary FINRA registrations. This position emphasizes compliance with regulatory standards and offers a dynamic work environment.

Qualifications

• 5-8 years of experience in financial services.
• Knowledge of investment and financial planning strategies preferred.
• Must meet all US FINRA Registration requirements within 150 days.

Responsibilities

• Build and deepen client relationships within the affluent segment.
• Provide holistic financial solutions based on client needs.
• Manage client follow-up and comply with regulatory norms.

Skills

Analytical skills

Communication skills

Financial planning

Attention to detail

Education

Bachelor's/University degree or equivalent experience

Tools

Microsoft Office

Money Guide Pro

NaviPlan Select

Job description

A leading financial services company in Miami is seeking a Wealth Relationship Manager to build and deepen relationships with affluent clients. This role involves understanding client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of experience and strong analytical and communication skills, along with the necessary FINRA registrations. This position emphasizes compliance with regulatory standards and offers a dynamic work environment.