- Citigroup (West Palm Beach, FL)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters...65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (Miami, FL)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Principal is a strategic professional who...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- JPMorgan Chase (Sarasota, FL)
- …financial services, including personal balance sheet asset allocation, investment management, wealth planning, credit advising, private banking, and holistic ... DESCRIPTION: Duties: Advise Ultra High Net Worth ( UHNW ) clients in the Financial Services space on...space on personal balance sheet asset allocation, investment management, wealth planning, credit, and banking needs holistically. Co-manage and… more
- HSBC (Miami, FL)
- …HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop ... Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business... planning strategies + Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions + Educate… more