- Robert Half Finance & Accounting (Miami, FL)
- …Strong background in client administration for high-net-worth individuals. * Familiarity with private wealth management practices and principles. * Excellent ... for a detail-oriented Client Services Representative to join our wealth management team in Miami, Florida. In...Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to… more
- First Horizon Bank (Miami, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... management , lending as well as working together with Private Banking partners to assist company owners and senior...owners and senior executives with their individual banking and wealth management needs. You will be part… more
- Robert Half Finance & Accounting (Miami, FL)
- …### or email janet.silva@roberthalfcom Requirements * Minimum of 3 years of experience in wealth management or private client services. * Strong expertise in ... is bilingual in Spanish and English, has a strong background in wealth management , and excels in handling complex financial transactions. Responsibilities:… more
- Citigroup (Jacksonville, FL)
- …the service model strategy for clients in the Citigold (CG) and Citigold Private Client (CPC) relationship segments. Manages multiple teams through team managers and ... understanding of the banking and investment needs of the wealth client as well as a detailed understanding of...as well as a detailed understanding of contact center management and technology enablement. Leads teams, processes and projects… more
- JPMorgan Chase (Miami, FL)
- …of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver ... with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage business credit opportunities up to approximately… more
- Citigroup (Tampa, FL)
- …banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management . As a bank with a brain and a soul, ... take the initiative and master new tasks quickly + Comfortable presenting technical solutions to management and other stakeholders + Solution Oriented with… more
- Bank of America (Orlando, FL)
- …teammates throughout the bank, including Investment Banking, Foreign Exchange, and Wealth Management and facilitates client relationships with Product ... practices and broader market and industry conditions as needed **Skills:** + Client Management + Client Solutions Advisory + Prospecting + Relationship Building… more
- Insight Global (Venice, FL)
- …and investment advice, while partnering with branch teams to deliver comprehensive wealth solutions . Key Responsibilities: - Advise on investments, insurance, ... or related field 2+ years of professional experience in financial planning, wealth management , financial operations & support, advisor-support, compliance, risk,… more
- JPMorgan Chase (Fort Myers, FL)
- …+ Build collaborative relationships with partners across lines of business - Chase Wealth Management , Home Lending, Branch Teams, Commercial Bank, and Private ... bank for our clients. **Job responsibilities** + Provide leadership, management , support, direction, and guidance to a team of...to team on loan structuring, pricing, and developing customized solutions ; help team identify solutions to complex… more
- First Horizon Bank (Jacksonville, FL)
- …its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management , retail brokerage, capital markets, fixed income, ... Support team, driving seamless, secure, and scalable digital signature solutions (and related solutions ) with a focus...of experience in Product Ownership, Business Analysis, or Project Management Roles. + 3+ years as a hands-on leader… more