- Citigroup, Inc. (Plantation, FL)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... Master referral opportunities to grow portfolio. Proactively source, acquire and expand high value customer relationship by maximizing sale and service… more
- Ameris (Panama City, FL)
- …Commercial Relationship Manager makes sales calls and visits to business customers, high net worth individuals and prospects to customize solutions and ... we know that a growth mindset is key for high performance and fosters an environment that prioritizes continuous...life as an Ameris Bank teammate. The Senior Commercial Relationship Manager is responsible for attainment of deposit and… more
- EPIC Brokers (Boca Raton, FL)
- …BD's, P&C and Employee Benefit professionals, CPA and Law Firms, private equity firms, high and ultra- high - net - worth individuals and corporations all ... life insurance industry and individual life products. *Ability to maintain a high level of confidentiality *Enthusiastic and positive approach to problem-solving and… more
- Regions Financial Corporation (Tampa, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities Consistently acquires more complex client… more
- Gpac (Fort Lauderdale, FL)
- …strong technical skills, discretion, and a commitment to client service-particularly for high - net - worth individuals and families. Key Responsibilities Draft ... estates LLM in Taxation is a plus Excellent drafting, communication, and client relationship skills What the Firm Offers $140K+ base salary depending on experience,… more
- HSBC (Miami, FL)
- …establish new relationships focused on Chile to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager-Southern Cone you will: + ... communities and the planet we all share. As a Relationship Manager, you will acquire, maintain, and grow profitable...Familiarity in working with clients and prospects who are high -potential HNW/UHNW clients + At least 5 years of… more
- First Horizon Bank (Coral Gables, FL)
- …are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will provide ... portfolio of high net and ultra- high net worth clients with... relationship management skills previously demonstrated in the high net worth marketplace +… more
- Edward Jones (West Palm Beach, FL)
- …experience through an ongoing relationship . In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward Jones… more
- HSBC (Miami, FL)
- …our people, our investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist/Producer will be accountable for sales ... full suite of insurance offerings and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist/Produceryou will: + Identify new… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... prospects to closure + Retaining clients by maintaining solid business-to-business relationship + Cross sell various products as well as developing opportunities… more
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