Vice President of Wealth Management

5 days ago


Aventura, United States Leah Yosef International Full time

Senior Wealth Manager

Multi-Billion AUM Wealth Management Firm

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.


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

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


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