- PNC (Coral Gables, FL)
- …and outside the office, advanced knowledge in identifying and selling solutions to high - net - worth clients. + Builds relationships with internal and external ... customers through effective utilization of appropriate tools or technologies. + Makes day-to-day decisions in executing AMG banking transactions to ensure quality and efficiency. + Manages/monitors book of business to ensure client satisfaction, client… more
- University of Miami (Miami, FL)
- …all pertinent data and coordinating as needed. + Manages medical services for high - net - worth individuals, such as celebrities, dignitaries, and government ... officials. + Serves as UHealth Champion members liaison between clinical departments by gathering pertinent information from both parties to coordinate and provide quality patient care. + Schedules appointments, registers UHealth Champion members, and verifies… more
- Charles Schwab (Tampa, FL)
- …experience in the financial services industry **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In ... addition to the salary range, this role is also eligible for bonus or incentive opportunities.** **What's in it for you** At Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and… more
- Robert Half Finance & Accounting (West Palm Beach, FL)
- …to support management decision-making and operational needs. Communicate professionally with high - net - worth individuals to address inquiries and provide ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- AIG (Miami, FL)
- …of areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals. What you need to know: ... The Facultative Energy & Construction Underwriter will be responsible for supporting the Facultative Desk Energy Product Leader in the day to day underwriting and management of the overall Energy & Construction portfolio written through the Miami FAC Desk… more
- PennyMac (Tampa, FL)
- …of FNMA/FHLMC, FHA, and VA program guidelines. + Experience analyzing financial statements for high net worth borrowers + A thorough understanding of cash ... flow methodology for complex tax returns including, but not limited to, partnerships, corporations, S-corporations, as well as, treatment of capital gains and trust income + Must be highly proficient in Excel and Word Why You Should Join As one of the top… more
- KeyBank (Naples, FL)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... with internal and external partners to acquire new and deepen existing Key Bank client relationships. **Responsibilities** + Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their… more
- Truist (Tampa, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- Deloitte (Jacksonville, FL)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Truist (Miami, FL)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... strong consultative and client management skills with the ability to sell a wide range of products and services. 10. Excellent oral, written, presentation and client service skills. 11. Demonstrated ability to lead multi-faceted client mandates and coordinated… more