- First Horizon Bank (Miami Beach, FL)
- …Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...portfolio of high net and ultra- high net worth clients with… more
- Wounded Warrior Project (Jacksonville, FL)
- …and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... (remote), or comparable surrounding areas. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts … more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... + Work with the advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. + Lead the regional discussion of… 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: ... cross-sell the company's offerings. + Collaborate with engineering and technical specialist to identify and understand risk exposures. + Negotiate policy terms… more
- Deloitte (Jacksonville, FL)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more