- Citigroup (Plantation, FL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Bank OZK (Jacksonville Beach, FL)
- …or accounting, or commensurate work experience, required. + 5+years of work experience in high net worth sales, or related business development experience in ... attends events as a representative of the Bank. + Ensures a high level of customer service is established and maintained. + Assures delivery of quality fiduciary… more
- City National Bank (Lake Mary, FL)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... COIs; and quickly identifies and pursues to a successful sale Bank product or service solutions that align with the best interest of the client. * Demonstrate… more
- Truist (Miami, FL)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects. 3. Proactively originate new business… more
- Bank of America (Cape Coral, FL)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- World Insurance Associates, LLC. (Tampa, FL)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World… more
- World Insurance Associates, LLC. (St. Petersburg, FL)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World… more
- KeyBank (Naples, FL)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... people to come together to make decisions, solve problems, and develop products/ service ; establishes shared goals to foster collaboration and ensures everyone can… more
- Williams Parker (Sarasota, FL)
- …complex estate planning, tax planning, and probate and trust administration matters with high - net - worth clients. + Possess an enthusiastic attitude with ... + Ability to demonstrate an unwavering commitment to exceptional client service and developing long-term client relationships. + Experience in estate and… more