- Santander US (Miami, FL)
- …funds from their account(s). * Resolve client's inquiries such as loan request, investment orders, statement reviews, and other, and resolve any complaint. * Respond ... to Alternative Investments Department. Operations Keep 360 updated * Process investment proposals, prepare activity reports, upload documents to secure inbox, verify… more
- BMO Financial Group (Apollo Beach, FL)
- …processes. + Applies the risk management framework to the portfolio to protect the Bank 's assets and maintain the quality of the lending portfolio in compliance with ... accordance with sound credit granting principles and with the Bank 's policies and procedures. + Acts as a key...education and experience. + Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction.… more
- Citigroup (Jacksonville, FL)
- **About Citi:** Citi, the leading global bank , has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi ... products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. As… more
- Citigroup (Miami, FL)
- …+ Build relationships with new clients with the goal of bringing in new bank and brokerage assets. + Deepen relationships with existing clients in PWM and Retail ... bank through the use of financial planning and excellent...and suitability assessments + Make securities recommendations and provide investment advice to clients through a select number of… more
- Wells Fargo (Palm Beach, FL)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- BMO Financial Group (Marco Island, FL)
- …and self-serve options with the goal of making it easy, simple, and fast to bank with BMO. + As a lobby leader, assists in conducting client conversations about ... to recommend alternative banking channels and provide personal banking and investment advice. + Meets customer transaction-based needs with seamless execution. +… more
- Principal Financial Group (Miami, FL)
- …a licensed individual is preferred: + Successful Registration as an Investment Company Products/Variable contracts Limited Representative (FINRA Series 6 or ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Citigroup (Miami, FL)
- …Wealth serves ultra-high-net-worth individuals and family offices through Citi Private Bank , operates in the affluent and high-net worth segments through Citigold(R) ... the workplace through Global Wealth at Work. We also have leading investment solutions platform, which allows us deliver traditional and alternative investments,… more
- Principal Financial Group (Miami, FL)
- …and presentation skills. If you have extensive knowledge of the financial markets, investment products, and building advisor relationships - then this may be the job ... the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is no set number of days provided.… more
- Citigroup (Boca Raton, FL)
- …and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending services via our Citibank branches and ... CPA's, Builders, etc). to drive mortgage business into the bank . + Introduce clients to segment partners when appropriate...segment partners when appropriate (including but not limited to Bank , Wealth Management, Small Business, Cards, etc. + Keep… more