- World Insurance Associates, LLC. (West Palm Beach, FL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales ... of insurance offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou will: + Identify new business… more
- HSBC (Miami, FL)
- …new relationships focused on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager-Southern Cone you will: + Combine client ... Chile market + Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + At least 5 years of relationship management experience in… more
- Truist (Jupiter, FL)
- …or equivalent education and related experience. 2. Minimum 5 years of experience in high - net - worth , family office, or trust company operations. 3. Strong ... Wilson, NC. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... the appropriate state licensing with 90 days of hire + Preference given to those with existing insurance licensure and/or industry designations + Ability to work under pressure and within deadlines + Good listening skills and ability to determine clients'… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... an integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- KeyBank (Palm Beach Gardens, FL)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. Fulfills Key's… more
- First Horizon Bank (Orlando, FL)
- …business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance ... demonstrated ability to manage a portfolio of high net and ultra- high net worth clients with complex credit and banking needs. + Successful track… more
- Citigroup (Miami, FL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (St. Petersburg, FL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more