- Citigroup (Miami, FL)
- …Business Development** + Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending + Create sales ... **Skills and Knowledge** + Client facing experience, preferably in the financial services industry. Strong knowledge of investments, banking and credit products… more
- Citigroup (Tampa, FL)
- … services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management. ... services , including consumer banking and credit, corporate and investment banking , securities brokerage, transaction services , and wealth management.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(FFIEC); Office of Thrift Supervision (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and ... management, information compliance risk management, and the securities and/or banking industry to support Information Compliance Risk Management's (ICRM) people,… more
- Bank of America (Winter Park, FL)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Client Banking division enables its affiliates to go beyond traditional brokerage services by offering clients not only investment products, but also a ... **Raymond James Overview** **One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations.**… more
- First Horizon Bank (Coral Gables, FL)
- …, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services . First Horizon has been recognized as one of the ... wealth management client relationships and delivers high quality fiduciary services . Officer assumes primary responsibility for overall client satisfaction as… more
- JPMorgan Chase (Miami, FL)
- …and other centers of influence outside of the office environment to generate banking and investment leads + Develop strong internal partnerships across all ... qualifications, capabilities, and skills** + A minimum of five years of financial services or service sales experience, established high net worth referral… more
- Regions Bank (Jacksonville, FL)
- …years of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management + Or High School Diploma ... of financial services industry experience preferably in commercial or consumer banking , trust investment or wealth management **Skills and Competencies** +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …(FFIEC); Office of Thrift Supervision (OTS); Federal Reserve System; and state banking regulatory agencies. + Fundamental investment concepts, practices and ... and skills obtained through education and experience in securities and/or the banking industry to ensure firm policies and procedures are up-to-date and commensurate… more
- Bank of America (St. Petersburg, FL)
- …Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. ... trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking...self to work. We value diversity in our thoughts, business , and within our employees and clients. Our Wealth… more