A leading global financial institution seeks an experienced Investment Counselor Principal in Miami to manage investment relationships with ultra-high net worth clients. The role requires 15+ years of experience and expertise in investment solutions, alongside excellent communication and compliance skills. This position offers the opportunity to cultivate new client relationships and ensure superior client service. Competitive benefits and incentives are included.
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UHNW Investment Counselor — Director‑Level Advisor in miami at Unknown Company
This position is listed as full time and onsite.