Senior Financial Advisors

Avior Executive Search

  • Coral Gables, Florida
  • 30+ days ago

    Highlights

    The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients. Our client is looking for select Senior Latam Financial Advisors and teams to join our team.

    Numbers & Facts

    LocationCoral Gables, Florida

    Description

    Senior Latam Financial Advisors - Individuals or Teams 

    Our client is looking for select  Senior Latam Financial Advisors and teams to join our team. The ideal candidate will have a strong understanding of the Latam market and a proven track record of success in advising UHNW clients.

    Responsibilities:

    • Develop and maintain relationships with UHNW clients in Latam
    • Minimum revenue is 500K and above
    • Provide financial advice and guidance to clients
    • Manage client portfolios and execute investment strategies
    • Identify and pursue new business opportunities

    Qualifications:

    • Bachelor's degree in finance or a related field
    • 5+ years of experience in financial advising
    • Strong understanding of the Latam market
    • Proficiency in Spanish and English
    • Excellent communication and interpersonal skills
    • A commitment to providing exceptional client service

    If you are interested in this position, please send your resume and cover letter to alan@aviorsearch.com

    We look forward to hearing from you!

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