Vice President of Wealth Management

Leah Yosef International; Miami (FL); Presencial; USD 180 000 - 300 000; Tempo integral

Resumo da oferta

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.

Qualificações

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

Responsabilidades

• Advise clients on wealth management including financial planning.
• Develop relationships with international private bankers and commercial lenders.
• Deliver long term advisory partnerships with clients across domestic and international segments.

Conhecimentos

Wealth management advice

Relationship management

Tax and estate planning

Fluent in Spanish

Descrição da oferta de emprego

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