- JPMorgan Chase (Miami, FL)
- …provide a first-class experience to clients within JP Morgan's Latin America Private Bank . If you have an entrepreneurial mindset and are looking to constantly ... As a Private Banker in the Latin America Private Bank , you are responsible for advising families on building,...clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Oversees elements of the RJ Bank compliance program(s) to ensure regulatory requirements are addressed, including: + ... develop training content for applicable coverage areas. + Maintains RJ Bank 's sound compliance management system standards while fostering positive business… more
- M&T Bank (Naples, FL)
- …Advisor with operational support, inclusive of reporting that supports planning and investment needs to ensure client satisfaction. + Leverage available internal and ... external resources, including fiduciary, planning, investment , and banking partners, as well as external accountants,...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- First Horizon Bank (Orlando, FL)
- …support client service and business development efforts (eg credit, mortgage, planning, investment , trust and fiduciary services, and insurance services) in a manner ... Continuously act as a culture champion that is aligned with First Horizon Bank 's Purpose, Mission and Values. + Establish and maintain mutually beneficial business… more
- JPMorgan Chase (Miami, FL)
- **International Private Bank - Private Banker - Analyst** We are actively looking for exceptionally talented individuals who are collaborative, confident and ... first-class experience to clients within JP Morgan's International Private Bank . If you have an entrepreneurial mindset and are...200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Ownership arid other relevant insurance policies. + Thorough understanding of bank policies, procedures, investment , and loan structures. + Familiarity ... professional team that provides expertise and analysis for affordable housing investment and asset management activities. For investments representing moderate risk… more
- Fifth Third Bank, NA (Jacksonville, FL)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for profitable business development as well as monitoring the ... revenues (ie at least $20 million). Ability to lead and coordinate with One Bank Partners to create and implement a relationship strategy for assigned clients and… more
- JPMorgan Chase (Miami, FL)
- As a Senior Client Service Associate within the Latin America Private Bank at JP Morgan you will be responsible for maintaining, deepening and enriching client ... and verbal) in Portuguese + 3+ years of experience in the investment management industry **Preferred qualifications, capabilities, and skills** + College degree or… more
- Citigroup (Fort Lauderdale, FL)
- …of the risks. Focus on understanding the client's financial strength, investment objectives, risk tolerance, investment /collateral portfolio characteristics, etc ... Strong understanding of collateral analysis + Ability to work within the bank 's Credit Risk Management framework, policies and procedures + Proven strong analytical… more
- Regions Bank (The Villages, FL)
- …**Job Description:** At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through ... Financial Advisor experience. **Primary Responsibilities** + Provides a broad range of investment solutions and products to help meet customer goals and offer… more