- JPMorgan Chase (Miami, FL)
- …that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through ... + Excellent interpersonal skills, both written and oral + Self-starter, high sense of responsibility, extremely organized and detail-oriented with strong commitment… more
- Coinbase (Tallahassee, FL)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- SitusAMC (Miami Beach, FL)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... superior execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to meet client objectives in the… more
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and maintain an alternative investment operational due diligence program designed to provide high net worth clients with a platform of non-traditional ... decisions; the incumbent is expected to perform the role with a high degree of independence. **Essential Duties and Responsibilities:** * Assist with leading… more
- First Horizon Bank (Key Largo, FL)
- …Private Client Team Lead will understand, anticipate, and satisfy the banking needs of high net worth clients and retain their relationships by providing ... a high level of individualized service and by recommending appropriate bank products and services to increase revenue by generating new customers and by… more
- Raymond James Financial, Inc. (Tampa, FL)
- …+ If Series 7 licensed: Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients, and may assist with ... and maintain effective working relationships with others. + Provide high level of customer service . + Self-motivated and able to work independently as well… more
- PNC (Coral Gables, FL)
- …and outside the office, advanced knowledge in identifying and selling solutions to high - net - worth clients. + Builds relationships with internal and external ... of education, job specific certification(s), and experience (including military service ) may be considered. **Education** Bachelors **Certifications** No Required… more
- AIG (Miami, FL)
- …of areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals. What you need to know: ... corporate guidelines. Underwriting + Source and qualify opportunities, underwrite, manage, and service a profitable book of Assumed FAC Energy business in Latin… 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
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