Senior Wealth Manager

Leah Yosef International; United States; On-site; USD 150,000 - 250,000; Full time

Job summary

A prominent wealth management firm in Aventura, FL seeks a Senior Wealth Manager to provide comprehensive investment advice to high net worth clients. Candidates should have over 15 years of experience in wealth management and be fluent in Spanish. The firm offers a competitive earning potential with extensive support and a fast-paced culture, allowing for significant professional growth.

Qualifications

• 15+ years of experience leading relationships with high net worth clientele on all aspects of wealth management.
• Fluent in Spanish.

Responsibilities

• Advise clients on comprehensive wealth management including tax and estate planning.
• Provide financial planning, asset allocation, and retirement planning advice.
• Offer sophisticated investment portfolios with various strategies.

Skills

Relationship management with high net worth clientele

Wealth and investment management

Spanish fluency

Job description

Senior Wealth Manager

Location

Aventura, FL

Overview

Dynamic, fast growing multi‑billion AUM Wealth Management Firm has partnered with a Premier International Private Bank to serve as the wealth and investment management arm to their high net worth and ultra‑high net worth clientele.

The Firm is seeking a Senior Wealth Manager to provide comprehensive wealth management advice to clients sourced from developing relationships with domestic and international private bankers and commercial lenders in Aventura, FL.

No book of business required

Highlights

• Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
• The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
• Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach.
• No cap on upside. Long term payouts in perpetuity based on book revenue.

Requirements

• 15+ years of experience leading relationships with high net worth clientele on all aspects of wealth and investment management.
• Fluent in Spanish

Seniority level

• Mid‑Senior level

Employment type

• Full-time

Job function

• Finance, Business Development, and Accounting/Auditing

Industries

• Investment Management, Financial Services, and Banking