XP Investments US, LLC is seeking Private Wealth Manager in Miami, FL to act as long-term strategic advisor/private banker, overseeing tailored investment portfolios/asset allocation/ongoing performance & risk monitoring.
Requirements:
Proficiency with Bloomberg Terminal/Pershing/NetX360/Salesforce. Knowledge of global financial markets, investment products, & wealth management strategies. Expert in building/managing client portfolios across multiple asset classes, including fixed income/equities/structured notes/alternative investments. BS in Business Administration/Finance/or Related/Foreign Equivalent; 5 years progressive work experience in banking/financial industry advising HNW & UHNW individuals on highly personalized wealth management solutions.
Application Instructions:
Submit resumes to [email protected]
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