• Wealth Services Specialist

    HSBC (Miami, FL)
    …in both languages + Receive and execute buy/sell orders for equities, options, fixed income , structured products, mutual funds, and foreign currency + Perform ... client base, including advisor-led and Self-Directed via phone and email. The Specialist also supports inquiries from Wealth Centers and internal clients such as… more
    HSBC (07/22/25)
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  • Private Client Relationship Manager

    First Horizon Bank (Orlando, FL)
    …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    First Horizon Bank (07/23/25)
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  • Senior Private Client Relationship Manager

    First Horizon Bank (Miami Beach, FL)
    …consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income , and mortgage banking services. First Horizon has been ... retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to… more
    First Horizon Bank (07/12/25)
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