- 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
- Citizens (Fort Lauderdale, FL)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… 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
- 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
- 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
- US Bank (Fort Lauderdale, FL)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... to business need. Job postings in areas with a high volume of applicants, such as customer service... high volume of applicants, such as customer service , contact center, and Financial Crimes investigations, remain open… more
- KPMG (Miami, FL)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- Comerica (Fort Lauderdale, FL)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you * Comerica ... Corporations Position Responsibilities: * Increase the bank profitability by providing high quality customer service and cultivating new business relationships… 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
- World Insurance Associates, LLC. (Miami, FL)
- …resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the… more