High-Touch Wealth Relationship Manager

Posted 2 days ago

citibank switzerland agDoral (FL)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

A major financial services provider in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients. The ideal candidate will have 5-8 years of financial planning experience and hold necessary US FINRA registrations. This role involves providing tailored financial solutions and engaging clients through regular face-to-face meetings. Strong analytical and communication skills are essential, along with the ability to work independently and within a team environment. Competitive salary and benefits are offered. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.