- HSBC (Aventura, FL)
- …we all share. Wealth is a strategic priority for HSBC and the role of a Wealth Relationship Officer (WRO) is a key supporting role in the achievement of ... the proposition objectives. The securities licensed Wealth Relationship Officer provides sales support to registered securities representatives, as well as… more
- JPMorgan Chase (Miami, FL)
- …either at a corporate fiduciary or a law firm + Solid Client Relationship Management experience JP Morgan Wealth Management Solutions comprises a workforce ... a provision in their will, it is the Trust Officer 's role to oversee the administration of the trusts....+ Ability to work in a team-based environment Client Relationship Management Trust Officers must develop relationships with beneficiaries… more
- Citigroup (Coral Gables, FL)
- …the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... Citi Global Wealth brings together the full power of Citi...but not limited to Small Business Partners, Home Lending Officer , etc.) . Acquire new clients through converting referral… more
- JPMorgan Chase (Miami Beach, FL)
- …relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) ... existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain… more
- Truist (Coral Gables, FL)
- …the nature of the business entity and historical patterns. Communicate with Relationship Managers, branch associates and others as needed to gather additional client ... subject matter experts for Unusual Financial Observation filings. Liaise with AML Officer as necessary. 7. Conduct regular reporting on fraud escalations. 8.… more
- Wounded Warrior Project (Miami, FL)
- …communications within Salesforce CRM to ensure prioritizing individual passions through relationship based fundraising strategies. + Represent WWP and speak to ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more
- Citizens (Fort Lauderdale, FL)
- …based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer , Small Business Partners, etc. + Provide ... development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth… more