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About the role

Yestella Academy in the United States is seeking a Founding Relationship Manager for Private Wealth based in Miami. You will nurture a small roster of internationally mobile families from first contact through onboarding and ongoing reviews, translating complex allocations, risk, liquidity and costs into plain language. All advice operates under our licensed partner's arrangements; you will collaborate with investment and compliance teams and help shape the client journey and the Yestella

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JOB OVERVIEW

Experience level

Senior

Location

Doral, FL

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

7 days ago

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