Experiencia atendiendo clientes HNWI/UHNW. * Inglés avanzado indispensable. * Licenciatura en Finanzas, Economía, Negocios o afines. * Certificaciones financieras son altamente valoradas: * Series ...
New
Experiencia atendiendo clientes HNWI/UHNW. * Inglés avanzado indispensable. * Licenciatura en Finanzas, Economía, Negocios o afines. * Certificaciones financieras son altamente valoradas: * Series ...
New
Financial advisor (Houston)
Houston, TX · On-site
Experiencia atendiendo clientes HNWI/UHNW. * Inglés avanzado indispensable. * Licenciatura en Finanzas, Economía, Negocios o afines. * Certificaciones financieras son altamente valoradas: * Series ...
New
Financial advisor (Houston)
Houston, TX · On-site
Experiencia atendiendo clientes HNWI/UHNW. * Inglés avanzado indispensable. * Licenciatura en Finanzas, Economía, Negocios o afines. * Certificaciones financieras son altamente valoradas: * Series ...
New
Tax Manager, Private Client Services/HNWI
Westminster, CO · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Westminster, CO · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Reno, NV · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Reno, NV · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
San Francisco, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
San Francisco, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Family Law Attorney (Remote)
Livermore, CA · Remote
$150K - $225K/yr
Family Law Attorney (Remote) $150000 - $225000 per year | Livermore, CA | Remote | Permanent Family Law Attorney - Remote/HNWI/Bay Area Clientele Based in Livermore, California, with 2 offices across ...
New
Family Law Attorney (Remote)
Livermore, CA · Remote
$150K - $225K/yr
Family Law Attorney (Remote) $150000 - $225000 per year | Livermore, CA | Remote | Permanent Family Law Attorney - Remote/HNWI/Bay Area Clientele Based in Livermore, California, with 2 offices across ...
New
Tax Manager, Private Client Services/HNWI
Houston, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Houston, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Los Angeles, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Los Angeles, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Dallas, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Dallas, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Portland, OR · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Portland, OR · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Austin, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Austin, TX · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Denver, CO · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Denver, CO · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Scottsdale, AZ · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Scottsdale, AZ · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Walnut Creek, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
Walnut Creek, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
San Francisco, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Tax Manager, Private Client Services/HNWI
San Francisco, CA · On-site +1
$98.50K - $160K/yr
Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60 ...
Certified Public Accountant (CPA)
Guaynabo, PR · On-site
$75.10K - $103.10K/yr
Role Overview We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI ...
Quick apply
Certified Public Accountant (CPA)
Guaynabo, PR · On-site
$75.10K - $103.10K/yr
Role Overview We are seeking a highly skilled, licensed Certified Public Accountant (CPA) in Puerto Rico to manage the comprehensive financial and tax affairs for a High-Net-Worth Individual (HNWI ...
Senior Tax Manager | Trusts & Estates | Top 100 Independent Firm
Miami, FL · On-site +1
$170K - $225K/yr
In this role, the majority of your time will be spent handling Fiduciary Tax returns, but we are still able to tailor this role to your strong suits if looking to handle HNWI returns as well. We are ...
Quick apply
Senior Tax Manager | Trusts & Estates | Top 100 Independent Firm
Miami, FL · On-site +1
$170K - $225K/yr
In this role, the majority of your time will be spent handling Fiduciary Tax returns, but we are still able to tailor this role to your strong suits if looking to handle HNWI returns as well. We are ...
Tax Manager - Partner Track
Stamford, CT · On-site
$140K - $170K/yr
... tax HNWI experience is REQUIRED Other Gift/Trust/Estate experience is a PLUS Proven experience managing teams/engagements Experience with business development is a HUGE PLUS CPA license M.S. in ...
Quick apply
Tax Manager - Partner Track
Stamford, CT · On-site
$140K - $170K/yr
... tax HNWI experience is REQUIRED Other Gift/Trust/Estate experience is a PLUS Proven experience managing teams/engagements Experience with business development is a HUGE PLUS CPA license M.S. in ...
Security Operations Center Operator
Bentonville, AR · On-site
$34.61 - $43.26/hr
Prior experience in private estate, luxury residential, HNWI, or executive protection environments desirable. * Valid driver's license and reliable transportation for contingency support.
Security Operations Center Operator
Bentonville, AR · On-site
$34.61 - $43.26/hr
Prior experience in private estate, luxury residential, HNWI, or executive protection environments desirable. * Valid driver's license and reliable transportation for contingency support.
Tax Senior
Sacramento, CA · Hybrid
$90K - $110K/yr
We have clients in various industries including Real Estate, Non-Profit, Private Businesses, HNWI, Employee Benefit Plans, Trust, and more. Due to our growth, we are looking for a Senior Tax ...
Quick apply
Tax Senior
Sacramento, CA · Hybrid
$90K - $110K/yr
We have clients in various industries including Real Estate, Non-Profit, Private Businesses, HNWI, Employee Benefit Plans, Trust, and more. Due to our growth, we are looking for a Senior Tax ...
Hnwi information
What are the key skills and qualifications needed to thrive as a High-Net-Worth Individual (HNWI) wealth advisor, and why are they important?
To thrive as an HNWI wealth advisor, you need a deep understanding of financial planning, investment strategies, and tax regulations, typically supported by a finance degree and certifications like CFP or CFA. Expertise in portfolio management software, CRM systems, and financial analysis tools is essential. Exceptional interpersonal skills, discretion, and the ability to build trust set top advisors apart in managing complex client relationships. These skills are crucial for providing tailored advice and maintaining long-term, high-value client partnerships.
What are some common challenges faced by professionals who manage HNWI (High Net Worth Individual) client relationships?
Managing relationships with HNWI clients often involves navigating complex financial needs, maintaining a high level of personalized service, and responding quickly to evolving client expectations. Professionals in this role must stay updated on market trends, understand a broad range of investment products, and ensure confidentiality and discretion. Building trust and long-term relationships is crucial, as HNWI clients typically expect proactive communication and bespoke solutions that address their unique financial goals.
What are HNWIs?
HNWIs, or High-Net-Worth Individuals, are people who possess a significant amount of investable financial assets, typically excluding their primary residence. The threshold to be considered an HNWI varies by institution, but it usually refers to individuals with at least $1 million in liquid assets. HNWIs often receive specialized financial services, investment options, and wealth management advice from banks and financial institutions due to their substantial assets.
More about Hnwi jobs
What states have the most Hnwi jobs? States with the most job openings for Hnwi jobs include:
What job categories do people searching Hnwi jobs look for? The top searched job categories for Hnwi jobs are:
Global Wealth Advisor for HNW Clients - Hybrid, Intl (Houston)
GreenBenefits S de RL de CVHouston, TX • On-site
Part-time
This job post has expired today. Applications are no longer accepted.
Job description
Sobre la oportunidad
#J-18808-LjbffrImportante firma internacional de Wealth Management y asesoría patrimonial independiente busca incorporar Financial Advisors con experiencia comprobada en manejo de clientes High Net Worth y desarrollo de relaciones patrimoniales de largo plazo.
La firma cuenta con presencia internacional, infraestructura operativa robusta, equipo macroeconómico y de inversiones de primer nivel, así como una plataforma diseñada para escalar prácticas patrimoniales de manera eficiente.
Objetivo del RolDesarrollar, gestionar y consolidar relaciones patrimoniales con clientes de alto patrimonio en Latinoamérica y Estados Unidos, impulsando el crecimiento de activos bajo administración y brindando asesoría financiera integral y personalizada.
Responsabilidades- Gestionar y desarrollar cartera patrimonial propia.
- Prospectar nuevos clientes High Net Worth.
- Desarrollar relaciones de largo plazo con empresarios, familias e inversionistas.
- Diseñar estrategias patrimoniales y de inversión.
- Coordinar soluciones financieras y planificación patrimonial.
- Trabajar junto con equipos de inversiones y research.
- Participar en eventos, networking y desarrollo de negocio.
- Generar crecimiento constante de AUM.
- Mantener servicio premium y consultivo con clientes.
- Experiencia en:
- Wealth Management
- Private Banking
- Asset Management
- Financial Advisory
- Family Office
- Cartera activa mínima aproximada de USD $30M en AUM.
- Red sólida de relaciones en México, Latinoamérica o Estados Unidos.
- Perfil altamente comercial y relacional.
- Experiencia atendiendo clientes HNWI/UHNW.
- Inglés avanzado indispensable.
- Licenciatura en Finanzas, Economía, Negocios o afines.
- Certificaciones financieras son altamente valoradas:
- Series 65/66
- CFA
- CFP
- CAIA
- MBA o Maestrías financieras
- Tengan mentalidad emprendedora.
- Quieran escalar su práctica patrimonial.
- Busquen una plataforma sólida e independiente.
- Valoren relaciones genuinas de largo plazo.
- Tengan visión internacional.
- Quieran crecer dentro de una estructura sofisticada y altamente profesional.
- Plataforma internacional de Wealth Management.
- Infraestructura operativa, compliance y soporte.
- Arquitectura abierta de inversión.
- Equipo macroeconómico y de inversiones reconocido internacionalmente.
- Tecnología y reporting institucional.
- Modelo escalable basado en AUM.
- Cultura emprendedora y colaborativa.
- Acceso a custodios y brokers internacionales.
- Posibilidad de crecimiento internacional y desarrollo de marca personal.
Houston / The Woodlands / México
- (Posición híbrida con enfoque internacional)