- 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 sales ... offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou...handling of any subsequent claims + Required to be client- service orientated and proactively look for ways to increase… more
- World Insurance Associates, LLC. (West Palm Beach, FL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- HUB International (Winter Park, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… more
- Truist (Jupiter, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Following… more
- KeyBank (Palm Beach Gardens, FL)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. Fulfills Key's… more
- Citigroup (Miami, FL)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… 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 ... specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,...portfolio of high net and ultra- high net worth clients with… more
- Actalent (Palm Beach Gardens, FL)
- …all relevant regulations and standards. + Provide exceptional customer service to high net worth clients, addressing their specific needs and concerns. ... a team of surveyors in conducting precise and detailed land surveys for high -end residential and commercial projects. Your expertise will ensure the accuracy and… 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 ... counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Citigroup (Miami, FL)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more