- Citigroup (Fort Lauderdale, FL)
- …a senior management -level position responsible for managing a Citi Global Wealth credit portfolio within an assigned geographic scope through the management ... line of business. **Responsibilities:** + Lead a team/organization responsible for risk management activities associated with Citi Global Wealth credit portfolio… more
- Truist (Orlando, FL)
- …products and services) with our dealer clients and prospects. Manage the Integrated Relationship Management (IRM) with extensive inclusion of IRM partners in ... development and delivery of custom solutions, including specific efforts to serve the Wealth Management needs of dealer principals, retail banking needs of their… more
- Truist (Ocala, FL)
- …to review investment plans on a regular basis. 5. Lead overall client relationship management strategies to deepen client connections and loyalty. 6. Properly ... state health and life insurance licenses. 4. Securities sales and client relationship management experience 5. Organized and self-motivated individual, with… more
- First Horizon Bank (Tampa, FL)
- …Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed ... posting. **Summary** The SBA Product Officer actively prospects for new relationship opportunities and participates in community affairs to provide representation… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... investment strategies in a way that is easily understood ** Relationship Management ** + Serve as the client's...on financial matters + Create, organize, and implement a wealth management strategy designed to deepen relationships… more
- Truist (Homosassa, FL)
- …relationships with various Truist teammate product and service specialists (Integrated Relationship Management [IRM] partners) who are designated to support ... and applicable NMLS acceptable background check. 5. Strong interpersonal, sales and relationship management skills. 6. Strong written, verbal and presentation… more
- Citizens (Boca Raton, FL)
- Description Citizens Private Bank has accelerated its strategy to build out Wealth Management , scale Business Banking, grow deposits, and expand in key growth ... glove experience to clients that results in long-term client loyalty. Citizens Private Wealth presently manages and advises on over $20 Billion in assets, offering a… more
- CIBC (Miami, FL)
- …client needs and cultivate your network to establish new client relationships. + ** Relationship Management ** - You will support existing clients and continuously ... with other business functions/units (ie Commercial, Commercial Real Estate, Asset Management within Private Wealth , cross-sell partners and loan services).… more
- Wells Fargo (St. Petersburg, FL)
- …Home Office Supervisor to join our Client Relationship Group (CRG) within Wealth and Investment Management (WIM). This role is responsible for supervisory ... and a high level of professionalism with all levels of employees and management across the organization and Independent Offices. Additionally, you will partner with… more
- Citigroup (Fort Lauderdale, FL)
- …Manage and maintain a portfolio of credit exposures to Citi's North American Wealth clients + Assist with portfolio management activities, including limits, ... audit and regulatory reviews **Job Qualifications** + Previous work experience in risk management with a large banking institution supporting Wealth portfolios +… more