- City National Bank (Miami, FL)
- …assigned partner to establish, build, and expand Commercial Relationships for international high - net - worth individuals that own business, properties, second ... and relationship profitabilityExperience working in a sales team, and high quality service advocacy.An in-depth knowledge of Bank Secrecy Act/AML requirements is… 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 (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
- 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
- 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
- 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
- Signature Aviation (Orlando, FL)
- …protection offering. This role will focus on ensuring the safety, security, and comfort of high -profile and high - net - worth guests as they move through ... at least 5 years in a leadership role, preferably in aviation, hospitality, or high - net - worth client services. + Education: Bachelor's degree in security… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... them are the measure of everything we do. And Service and Operations divisions are at the center of...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Truist (Tampa, FL)
- …is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and ... manager, or other investment-related activities with a focus on high net worth clients. 3....and deliver to clients the highest level of client service . * Is intensely focused on building brand internally.… more
