- 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
- 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 ... portfolio of high net and ultra- high net worth clients with...working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge… 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
- 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 v. $1mm). The...net worth of ~$200k v. $1mm). The Wealth Operations organization...and collaborative work environment and have exposure to our senior leaders. You will work on high … more
- SitusAMC (Miami Beach, FL)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... of credit quality to present a financing request to senior management, loan approval committee and credit risk for...execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to… 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...Coordinate deal team meetings between Relationship Managers, Market Presidents, Senior Credit Officer and Underwriter.as required. + Review Commercial… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Serve as the escalation point for complex cases involving trust structures, high - net - worth individuals, and cross-border transactions + Implement training ... operations. You will serve as a trusted advisor to senior leadership, acting as both guardian and guide in...leadership, acting as both guardian and guide in a high -stakes financial environment. **Key Responsibilities** + Lead development and… more
- Wells Fargo (Port Orange, FL)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Wells Fargo (Jacksonville, FL)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** * Coach, develop and build a high performing team to execute on business strategies, achieve… 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 ... with clients and become subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and… more