- Citigroup (Coral Springs, FL)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k - $1mm). The Wealth...exposure to our senior leaders. You will work on high impact and global projects to further develop your banking… 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 ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...Resourceful and decisive with overall good reasoning ability and high degree of attention to detail. + Coverage, terms,… 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: ... Who we are: AIG is a leading provider of insurance products and services for commercial and personal ...insurance products and services for commercial and personal insurance customers. It includes one of the world's most… more
- Owens Realty Services (Ocala, FL)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… more
- Owens Realty Services (Ocala, FL)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… more
- US Bank (Sarasota, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... clients holistically on wealth and estate planning, investments, banking, credit, insurance , charitable giving, and fiduciary administration. In addition, PWM has… more
- US Bank (Naples, FL)
- …work experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - ... and comprehensively on wealth and estate planning, investments, banking, credit, insurance , charitable giving, and fiduciary administration. In addition, PWM has… more
- Citigroup (Boca Raton, FL)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL … more
- 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