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Financial Services Financial Advisor

Wealth Onboarding & Client Relationship Leader

Job in Miami, Miami-Dade County, Florida, 33222, USA
Listing for: Citibank (Switzerland) AG
Full Time position
Listed on 2026-01-12
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR
Job Description & How to Apply Below
A leading financial institution in Miami is seeking an experienced Investment Relationship Officer to lead client onboarding and account opening efforts. The ideal candidate will have 3-7 years of relevant experience, particularly in wealth management or financial services. Responsibilities include acting as the main contact for clients, ensuring accurate documentation and fulfilling requests in a timely manner. This role requires strong analytical and communication skills, as well as industry knowledge of client onboarding processes.
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