- Huntington National Bank (Naples, FL)
- …documentation, maintenance, and servicing of the relationship. Partners with one or more Wealth Advisors to support the sales process and deliver exceptional ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank,...coverage for multiple practices (Private Banking, Trust, & Investment Management ). Duties and Responsibilities: + Assists with or leads… more
- Bank of America (Miami, FL)
- …of 10 years experience in sales /underwriting within the residential real estate wealth management business. He/she is the market expert in his/her geographic ... Residential Real Estate Specialist New York, New York;Miami, Florida; Stamford, Connecticut;...* Highly organized and detail oriented * Strong relationship management skills; proactively building and maintaining relationships across a… more
- First Horizon Bank (Key West, FL)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... due diligence requirements from field + Assists Relationship Manager(s) with sales support functions to include marketing requests, client and prospect presentations… more
- First Horizon Bank (Orlando, FL)
- **Description** **Location** : Onsite **Description:** Responsible for Treasury Management sales activities, including the development of new Treasury ... business. + Proactively partners with Relationship Manager to develop new Treasury Management sales , cross sell and customer retention. + Provides key Treasury… more
- HSBC (Miami, FL)
- …and the planet we all share. The Ultra High Net Worth Insurance Specialist /Producer will be accountable for sales revenue within assigned client segments. ... Ultra High Net Worth Life insurance sales producer with proven consultative sales and relationship management skills required + Must hold Life license,… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... Bankers are able to develop and adapt a disciplined sales process to convert a pipeline of prospects into...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- TD Bank (Sarasota, FL)
- …contributes to the growth and profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, ... the customer first and referring them to the right Specialist to ensure we are meeting their needs and...advice to customers. **Depth & Scope:** + Provides people management leadership by hiring the best talent, setting goals,… more
- Citigroup (Miami, FL)
- …**Responsibilities:** + Service Maintenance and Contribute to Business Growth + Deliver wealth management services to CPB Latam clients with guidance from ... Identify and document new business opportunities for referral to banker or product specialist . + Utilize internal systems to properly support CPB clients and perform… more
- Wounded Warrior Project (Jacksonville, FL)
- …to get started, we're ready for you. The Wounded Warrior Project (WWP) Major Gifts Specialist is a member of WWP's fundraising team. The Major Gifts Specialist ... portfolio of major gift donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal… more
- Truist (Orlando, FL)
- …services, and marketing new products to existing clients. Successfully participate in the sales management process, which includes, but is not limited to, the ... Certified Financial Planner (CFP), Chartered Financial Analyst. (CFA), Accredited Asset Management Specialist AAMS(R) , Certified Trust and Financial Advisor… more