- Citigroup (Plantation, FL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Anywhere Real Estate (Palm Beach, FL)
- …your moment. What You'll Do: - Be the face of a world-class development, guiding high - net - worth clients through a refined, high -touch sales experience. - ... Bring: - Minimum 2+ years as a sales agent in luxury new development and/or high -end brokerage. Experience selling new development is a strong plus. - A current real… more
- SitusAMC (Miami Beach, FL)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
- Regions Bank (Jacksonville, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial services industry… more
- Wells Fargo (Tarpon Springs, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- AIG (Miami, FL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Excel/Powerpoint/ Word + Resourceful and decisive with overall good reasoning ability and high degree of attention to detail. + Coverage, terms, clauses and wordings… more
- AdventHealth (Orlando, FL)
- …Foundation, translating data into actionable knowledge. + Conducts extensive research on identified high - net worth prospects to inform leadership. + Acts as ... + Assists leadership in the prioritization, planning, development, and execution of high impact plans for effective and sustainable stewardship and recognition of… more
- Wells Fargo (Mount Dora, FL)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... for the branch. **In this role you will:** * Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- The Calendar Group (Miami, FL)
- A high - net - worth individual is seeking a highly professional, discreet, and experienced Private Chauffeur with a strong background in security. The ideal ... + Familiarity with the South Florida area and real-time traffic apps + High level of discretion, professionalism, and service-oriented mindset + Must pass a… more
- Cherry Bekaert (Fort Lauderdale, FL)
- …problems for clients in industries such as manufacturing, real estate, professional services, and high net worth individuals + Manage engagements and provide ... and geographic location. In addition, we offer a comprehensive, high -quality benefits program (https://careers.cbh.com/benefits/) which includes annual bonus, medical,… more