- 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
- Truist (Jupiter, FL)
- …This is a hybrid position with at least 3 days in the office. Office location is 150 South US Highway 1, Jupiter, Florida. Perform, monitor, and reconcile basic ... operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory and management reporting. Utilize prescribed policies, procedures and task lists… more
- HSBC (Miami, FL)
- …you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to Chile. The ... specialists to ensure product capabilities are in line with UHNW and HNW client requirements + Establish and maintain...in working with clients and prospects who are high-potential HNW/ UHNW clients + At least 5 years of relationship… 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
- M&T Bank (Naples, FL)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in… more
- Comerica (Palm Beach Gardens, FL)
- …responsible for serving as relationship manager for Ultra High Net Worth ( UHNW ) relationships by providing insight to specific trust documents, overseeing overall ... estate planning, and working directly with our Financial Advisor partners. This role's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division. Position CompetenciesSuccessful… 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
- JPMorgan Chase (Palm Beach, FL)
- …to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, trust and ... estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization. +… more