- 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
- Huntington National Bank (Naples, FL)
- …Partners with one or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… 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 ... **ESSENTIAL DUTIES AND RESPONSIBILITIES:** + Previous experience of conducting sales, service , and solicitation of all forms of insurance business + Knowledge… more
- HSBC (Miami, FL)
- …new relationships focused on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager-Southern Cone you will: + Combine client ... Chile market + Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + At least 5 years of relationship management experience in… more
- AON (FL)
- …process is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree ... is preferred. + 5-10 years of client service experience. + High net - worth personal insurance experience required. Education: + Bachelor's degree or… 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 ... 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
- 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
- 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 in… more
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