- Citigroup (Miami, FL)
- **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- Bank of America (St. Petersburg, FL)
- …(CRPC) + Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory ... through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a… more
- Stantec (Deerfield Beach, FL)
- …consultant, you will leverage your technical skills, industry and market knowledge, and client and partner relationships to win and deliver projects to grow ... a Senior Environmental Consultant and Siting Regional Lead to join our team in a client -facing role supporting growth in the Gulf Coast Region with a focus on the… more
- Citigroup (Miami, FL)
- …the Citi Private Latin America businesses. 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 to recognize business growth opportunities....and team building skills. Ability to establish relationships and partner effectively with various groups including sales, service, operations,… more
- Citigroup (Miami, FL)
- **Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... clients. In addition, they are able to deliver quality Private Bank client relationships (solutions and services) in an intensely competitive fragmented market,… more
- MarketSource (Naples, FL)
- …As a Mobile Department Lead (MDL) you will work closely in collaboration with our partner , a National Retailer. As an MDL you are responsible to visit the assigned ... locations, manage the local client relationship, and increase sales and revenue of products...of products and services through direct selling within our partner 's national retail locations. You will play a crucial… more
- Edward Jones (Valrico, FL)
- ** Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team.** At Edward Jones, we're all about making a ... licensed branch associates are highly visible members of the client team, working under the leadership of a financial...Jones believes in a human centered approach as we partner for positive impact, to improve the lives of… more
- NTT America, Inc. (Tallahassee, FL)
- …thrive. **Your day at NTT DATA** The Principal Consultant will lead client engagements within the BFSI sector, driving strategic transformation, digital innovation, ... a knack for solving complex business challenges in banking, financial services, and insurance This role uses their subject matter expertise related to BFSI business… more
- Citigroup (Boca Raton, FL)
- …discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through a wide range of products, services and tools ... based on client profiling. + With the support of product specialists,...KYC/AML and other compliance norms are strictly adhered. + Partner with all roles on branch team to ensure… more
- Truist (Ocala, FL)
- …and 65 in lieu of 66) licenses. 3. Applicable state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. ... the following job description:** Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering… more