- TEKsystems (Coral Gables, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... Description In the Personal Lines Producer role, you must be an...Managment + Account management, + Client relationship management, + High -Value Homeowners Insurance, + Risk Management & Assessment Additional… more
- HUB International (Coral Gables, FL)
- … Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain the ... + Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off + Great work/life balance, because that's...support and involvement through HUB Gives **SUMMARY:** In the Personal Lines Producer role, you must be an independent… more
- Truist (Miami, FL)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide...a broad range of wealth products and services to high net worth individuals. Following… more
- Citigroup (Miami, FL)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Citigroup (Miami, FL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. Responsibilities: Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Citigroup (Miami, FL)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
- Bank of America (Coral Gables, FL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... help clients pursue the life they envision through a personal relationship with their advisory team committed to their...across the business to increase opportunities for affluent and high net worth client acquisition… more
- HUB International (Davie, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high ... + **Generous PTO Package - Vacation, Holiday, Sick, and Personal Time Off** + **Great work/life balance, because that's...account retention that meets or exceeds expectations. Provides a high level of support to producers and brokers in… more
- Jet Aviation (Opa Locka, FL)
- …you'll gain hands-on experience in the private aviation sector, interacting with ultra- high - net - worth individuals. Create memorable experiences in a ... brings. Here, you'll have the chance to build a personal brand among your colleagues, high -profile clients,...in this role? **From directing crew members to assisting ultra- high - net - worth customers, you'll be the… more
- Truist (Miami, FL)
- …client needs. 8. Solid understanding of wealth management and financial planning considerations for high net worth individuals and wealth families. 9. Has ... referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal &...asking for personal introductions from clients, and personal & professional networking in the areas of deposits,… more
- The Calendar Group (Miami, FL)
- …issues arise. Qualifications + Extensive experience as an Executive Assistant supporting high - net - worth individuals, celebrities, or private families. + ... a variety of tasks to ensure the principal's professional and personal life runs seamlessly. This position requires exceptional organizational skills, discretion,… more
- TD Bank (Fort Lauderdale, FL)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate trust. The Wealth Mortgage Lending Officers (WMLO)… more
- Citigroup (Miami, FL)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (Miami, 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 ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank OZK (Fort Lauderdale, FL)
- …accounting, or commensurate work experience, required. + 5 +years of work experience in high - net - worth sales, or related business development experience in a ... as a representative of the Bank. + Ensures a high level of customer service is established and maintained....& Abilities + Knowledge of a broad range of personal financial planning/advisory and investment management/asset allocation concepts. +… more
- Truist (Miami, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... support a superior client experience + Continually render responsive and professional personal service to Wealth clients + Can attend client events/meetings, as… more
- Deloitte (Miami, FL)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... Qualifications Required + 5+ years of experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning +… more