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Wealth Management

Senior Private Wealth Relationship Manager

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Avior Executive Search
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
    Wealth Management
Job Description & How to Apply Below
A boutique investment management firm is seeking a Senior Relationship Manager in Miami. This role involves cultivating and expanding client networks and maintaining relationships with existing clients. The ideal candidate should have significant experience advising high-net-worth individuals and demonstrate personal integrity. Responsibilities include working closely with clients on complex investment needs and tailoring strategies to their unique objectives. A minimum of seven years in finance or related fields is required, along with strong academic credentials.
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Position Requirements
10+ Years work experience
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