- Bank of America (St. Petersburg, FL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Winter Park, FL)
- …learn, grow, and make an impact. Join us! **Job Description:** Works with complex High Net Worth Investors to create customized investment strategies. ... investment decision making and financial consulting experience working with high net worth clients and...knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and… 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
- Citigroup (Miami, FL)
- …focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build to ... to establish relationships and partner effectively with various groups including sales, service , operations, compliance, and marketing + High level of integrity… more
- Owens Realty Services (Kissimmee, FL)
- …Island, 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 ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental...value of more than $8 billion in real estate net worth and $30 million in gross… more
- Guardian Life (Tallahassee, FL)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...on projects, committees, and company initiatives to improve processes, service and product offerings as needed. + Apply unique… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Risk Management, Business Continuity Planning, and Technology Risk Management in high - net - worth client environments. + Comprehensive understanding of ... + Sophisticated investment concepts and risk mitigation strategies for high - net - worth individuals, including portfolio construction,...and professional journals. + Lead others in providing a high level of customer service + Establish… more
- JPMorgan Chase (Palm Beach, FL)
- …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing… more
- US Bank (Fort Lauderdale, FL)
- …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... more years of experience in high and ultra- high net worth client wealth...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
- HUB International (Melbourne, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high ... of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business… more