- Citigroup (West Palm Beach, FL)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Miami, FL)
- …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Miami, FL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- JPMorgan Chase (Sarasota, FL)
- DESCRIPTION: Duties: Advise Ultra High Net Worth ( UHNW ) clients in the Financial Services space on personal balance sheet asset allocation, investment management, ... banking, and holistic banking, to high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) individuals; prospecting UHNW individuals whose investment portfolios… more
- HSBC (Miami, FL)
- …As our High Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business opportunities through trusted partnerships ... and external referral channels + Build and manages relationships with HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …practices . Broker-dealer supervisory frameworks, retail investment platforms, and UHNW product risks including structured products, alternatives, and advisory ... track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly… more
- Wells Fargo (Miami, FL)
- …tax-efficient strategies, and practice ownership transitions + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong ... knowledge of credit and cash management services + Excellent sales advisory and discovery skills + Strong interpersonal, communication, and consultative sales skills + Knowledge of wealth management products and referral partnerships **Job Expectations:** +… more
- Wells Fargo (Palm Beach, FL)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
- City National Bank (Tallahassee, FL)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
- Citigroup (Miami, FL)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family… more