- JPMorgan Chase (Miami, FL)
- …complex borrowing relationships by presenting JP Morgan Private Bank's credit solutions to ultra- high net worth clients and advising on implementation. **Job ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and maintain an alternative investment operational due diligence program designed to provide high net worth clients with a platform of non-traditional ... decisions; the incumbent is expected to perform the role with a high degree of independence. **Essential Duties and Responsibilities:** * Assist with leading… more
- Raymond James Financial, Inc. (Tampa, FL)
- …+ If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with ... + Establish and maintain effective working relationships with others. + Provide high level of customer service. + Self-motivated and able to work independently… more
- Wounded Warrior Project (Jacksonville, FL)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. + Demonstrated… more
- Gavin de Becker & Associates (Jupiter Island, FL)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and make adjustments based on… more
- JPMorgan Chase (Miami, FL)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra- high net worth individuals and families in ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… 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 ... Florida. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee… more
- Citizens (Naples, FL)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized wealth… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- First Horizon Bank (Key Largo, FL)
- …Private Client Team Lead will understand, anticipate, and satisfy the banking needs of high net worth clients and retain their relationships by providing ... a high level of individualized service and by recommending appropriate bank products and services to increase revenue by generating new customers and by expanding… more