- 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 options are 150 South US Highway 1, Jupiter, Florida; 303 Peachtree Street, Atlanta, GA; ... 919 East Main Street, Richmond VA; 2713 Forest Hills Road,, Wilson, NC. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client… 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
- 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
- HSBC (Miami, FL)
- …and internal and external referral channels + Build and manages relationships with UHNW clients and their advisors + Work in conjunction with private bankers, wealth ... planners, tax advisors and legal professionals to develop wealth planning strategies + Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions + Educate partners and conduct ongoing training with respect to the… 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