Senior Wealth Manager — HNW/UHNW, Spanish Fluent

Leah Yosef International; Miami (FL); On-site; USD 180,000 - 300,000; Full time

Job summary

A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers. Candidates must have over 15 years of relevant experience and be fluent in Spanish. This opportunity offers no cap on earnings and significant ongoing payouts based on revenue generation.

Qualifications

• 15+ years of experience leading relationships with high net worth clientele.

Responsibilities

• Advise clients on wealth management including financial planning.
• Develop relationships with international private bankers and commercial lenders.

Skills

Wealth management advice

Relationship management

Tax and estate planning

Fluent in Spanish

Job description

A prominent wealth management firm based in Aventura, FL is seeking a Senior Wealth Manager to provide comprehensive advice to high net worth clients. Responsibilities include tax and estate planning, financial guidance, and relationship management with private bankers. Candidates must have over 15 years of relevant experience and be fluent in Spanish. This opportunity offers no cap on earnings and significant ongoing payouts based on revenue generation.