- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...You will be the cornerstone of our superior customer service and will be charged with ensuring client satisfaction.… more
- Truist (Coral Gables, FL)
- …plans and strategies and ensure teams are providing excellent client service . Maintain positive relationships with all key stakeholders assuring client retention ... coverage terms and pricing for the client. 3. Customer Service : a. Deliver timely advice and professional counsel, and...Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs.… 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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. Essential… more
- KPMG (Miami, FL)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and ... Family Offices + Serve as the trusted advisor to ultra- high net worth families on...complete list of currently approved designations/credentials for the hiring practice/ service line, your recruiter can provide you with that… more
- Bank of America (Aventura, FL)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citigroup (Coral Gables, FL)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… more
- TD Bank (Coral Gables, FL)
- …point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. They will serve as the central point of ... contact for HNW clients across banking, lending and High Net Worth Investing with...Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The Private… more
- Truist (Miami, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management… more
- Truist (Miami, FL)
- …minor, which are not mentioned below. Specific activities may change from time to time. 1. Meet with high net worth and ultra- high net worth ... interpersonal and written communication skills 2. Ability to provide excellent customer service to both internal and external customers 3. Effective time management… more
- Bank of America (Miami, FL)
- …in the assigned territories. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( net ... and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** +… more
- HUB International (Miami, FL)
- …and involvement through HUB Gives** **SUMMARY:** The Account Manager manages a book of high - net - worth insurance business, while acting with a high ... of independent discretion, autonomy, and decision-making. Provides professional, courteous service to our VIP clients, carrier representatives, underwriters, business… more
- Cherry Bekaert (Coral Gables, FL)
- …heads of families, family businesses, private equity fund owners, as well as high net worth individuals. Our expertise includes providing services ... status updates and communicate and involve the partner in the resolution of client service , tax or accounting problems/issues as they arise. + Work to wrap-up tax… more
- Cherry Bekaert (Coral Gables, FL)
- …for over 75 years, **Cherry Bekaert** 's South Florida practice provides services to high - net - worth individuals and business clients of various sizes and ... will:** + Be responsible for successfully managing all aspects of the client service relationship and will strive to develop specific knowledge of the client's… more
- Wounded Warrior Project (Miami, FL)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... of military service organizations (MSOs) and veteran service organizations (VSOs). + High energy level....(MSOs) and veteran service organizations (VSOs). + High energy level. Self-starter; willing to take initiative. +… more
- JPMorgan Chase (Miami, FL)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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 ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Morgan Stanley (Aventura, FL)
- …in the market. * Drives corporate marketing initiatives to help increase market share in High Net Worth households. *Team Building:* * Builds effective teams ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more