- First Horizon Bank (Coral Gables, FL)
- …general supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex ... with a particular emphasis on serving consumer clients early in their wealth cycle. Answers client inquiries about bank products, services, bank accounts and… more
- Santander US (Miami, FL)
- …Description** Are you passionate about delivering world-class services and financial advice to high - net - worth individuals and family groups? We are seeking ... that have a real impact on clients. + Support our team of wealth management professionals. + Assist with the day-to-day responsibilities of an entrepreneurial… 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 ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …requirements (eg RESPA, TILA, TRID, HMDA) + Private Client Banking (PCB) services and high net worth client needs + Financial advisory practices and ... the integration of mortgage solutions into broader wealth management strategies + Sales management principles, including pipeline development, forecasting, and… 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...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- HUB International (Coral Gables, FL)
- …20-44 license preferred. + 1-3 years of personal lines with emphasis on homeowners and high net worth experience preferred. + Customer service experience in ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 13,000 employees in 475+… more
- JPMorgan Chase (Miami, FL)
- …complex borrowing relationships by presenting JP Morgan Private Bank's credit solutions to ultra- high net worth clients and advising on implementation. **Job ... of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Wounded Warrior Project (Jacksonville, FL)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more