- HUB International (Fort Myers, 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 (Naples, 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 (Palm Beach, 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
- Truist (Orlando, 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 (Fort Lauderdale, 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
- CIBC (FL)
- …+ Minimum of 5-7 years of experience developing and managing lending and deposit relationships with high net worth and ultra- high net worth ... requirements of pre-screen and relationship strategy meetings. + Identify product/ service opportunities for other business units and participates in...and suite of investment, trust, and banking solutions to high net worth and ultra-… 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 (Destin, 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 (Boca Raton, 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
- Citizens (West Palm Beach, FL)
- …minimum of three years of experience in private banking + History of working with high net - worth clientele preferred + A thorough knowledge of banking ... has to offer. Citizens Private Bank services a range of clients, including high - net - worth individuals, private equity, venture firms, their managing partners… 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
- JPMorgan Chase (Palm Beach, FL)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- M&T Bank (Palm Beach, FL)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the… more
- Owens Realty Services (West Palm Beach, FL)
- …Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental...value of more than $8 billion in real estate net worth and $30 million in gross… more
- Bank of America (Jacksonville, FL)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Service Representative- Retirement and Benefits Investment Specialist Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of America, we… more
- Morgan Stanley (Coral Springs, FL)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... of the Branch. . Drives corporate marketing initiatives to help increase market share in High Net Worth households. Te am Building . Builds an effective… more
- Randstad US (Jupiter, FL)
- …management, specifically in luxury residential construction. + Demonstrated experience working with high - net - worth clients and an understanding of their ... with professionalism and discretion. + Foster and maintain strong relationships with high - net - worth clients, understanding their unique preferences and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …options orders and complex trades. This includes, but is not limited to, custom portfolio solutions for high net worth ("HNW") and ultra- high net ... adapt, accept and lead change, meet deadlines. * Provide courteous, timely service when addressing customer questions and concerns. * Speak clearly and concisely.… more
- Truist (Boca Raton, 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