- 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, Citi ... corporate and investment banking, securities brokerage, transaction services, and wealth management. As a bank with a brain and...system design + Allocate work, and act as an advisor /coach developers, analysts, and new team members + Influence… more
- Citigroup (Miami, FL)
- …clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which ... have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to ... financial concepts and investment strategies in a way that is easily understood ** Relationship Management** + Serve as the client's advocate and trusted advisor … more
- HUB International (Tallahassee, FL)
- …property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 17,000 employees in 500+ ... suggest the client consult with legal counsel (or CPA/tax advisor ) upon reaching the limits of his/her ability to...Account Services team operates as the quarterback for the relationship and is responsible for organizing calls, attending calls… more
- Edward Jones (West Palm Beach, FL)
- …early due to the volume of applicants. Edward Jones has developed a new wealth management offering tailored to meet the unique needs of high-net-worth (HNW) clients ... home office departments to triage all questions for each client relationship , maintaining ownership, driving accountability, and effectively collaborating with key… more
- Coinbase (Tallahassee, FL)
- …met and work is carried out in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they are valued. Ensure their voices are ... of a high-growth and fast paced organization. * Fantastic communication and relationship management skills, passion for assisting customers to use Coinbase products… more
- WTW (Tampa, FL)
- …selling, leading and delivering large client engagements and serving as a strategic advisor to clients in your areas of subject matter expertise. You'll also ... data and software solutions + Partnering with colleagues in our other Health, Wealth , and Career businesses on broader opportunities that align with our client's… more
- Carrington (Jacksonville, FL)
- …or Adobe Captivate. + Excellent interpersonal skills including influencing and relationship -building across functions. + Knowledge and abilities in the principles ... + Ability to interact with Senior Management as an advisor on projects, and to act as a spokesperson...United States. Guided by a leadership team with a wealth of industry experience and guided by a consistent… more