- 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 ... offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou will: + Identify new business… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …Proven experience in personal lines insurance , with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent clientele ... your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized… 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 ... INTERNATIONAL:** HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property,… 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
- World Insurance Associates, LLC. (Tampa, FL)
- …access to resources to help any client solve any challenge, including traditional commercial lines insurance , high net worth / private client, employee ... World Insurance Associates ("World") is a unique financial services...2011, World is one of the fastest-growing, Top 25 insurance brokers in the US with nearly 3,000 employees… more
- Truist (Tampa, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention… 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 ... credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention...portfolio of high net and ultra- high net worth clients with… more
- JPMorgan Chase (Palm Beach, FL)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... you will focus on addressing the wealth needs of High Net Worth and Ultra...* a Financial Planner for certain clients * an Insurance Specialist for certain clients * a Trust Officer… 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 ... across the business to increase opportunities for affluent and high net worth client acquisition...(CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client… more