- HSBC (Miami, FL)
- …Supervisor you will: + Primary point of contact for policy related questions for all High Net Worth Registered Representatives, covering the HNW NY- Office ... the planet we all share. The role of the Wealth Supervisor works closely with sales management and with...+ Ability to multi-task and work under pressure + High level of professional and personal integrity + Minimum… more
- Truist (Miami, FL)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- Citigroup (Miami, FL)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- Citigroup (Miami, FL)
- … wealth platform that serves clients across the wealth continuum. Wealth serves ultra- high - net - worth individuals and family offices through ... Citi is looking for Summer Analysts to join the Wealth Summer Analyst Program. Wealth is unified...Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)… more
- Citigroup (Fort Lauderdale, FL)
- …alternative investments, managed account strategies, world-class research and investment guidance. Wealth businesses serve ultra- high - net - worth ... Lead Analyst** based in Ft. Lauderdale, Florida to support Wealth New Activity Risk Management. The Wealth ...through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of… more
- Truist (Miami, FL)
- …Wealth , Legal Specialty or Medical Specialty Group advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet ... May serve as the local point of contact for the Wealth Region Support Leader and/or Wealth Division Support Leader 5. Maintain a positive working relationships… 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 ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...to business need. Job postings in areas with a high volume of applicants, such as customer service, contact… more
- JPMorgan Chase (Miami, FL)
- …prospecting, acquiring, and developing private banking/ wealth management relationships with ultra- high net worth individuals * Portuguese fluency oral ... for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Regions Bank (Coral Gables, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial… more
- Citigroup (Coral Springs, FL)
- The Wealth Relationship Manager SAFE Act is a seasoned...to gain incremental wallet share of the affluent and High Net Worth segment through ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- JPMorgan Chase (Miami, FL)
- JP Morgan Advisors, the ultra- high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized ... service of a dedicated wealth management business and the global resources of one...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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 ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… 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:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
- Bank of America (Miami, FL)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible ... investment decision making and financial consulting experience working with high net worth clients and...and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. + Knowledge… more
- Bank of America (Miami, FL)
- …for servicing existing client assets and assisting with the prospecting of high - net - worth investors. **Job Description:** The Market Linked ... colleagues. + Actively participate in Financial Advisor meetings with high - net - worth clients and prospects +...Wealth Planning + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Citigroup (Miami, FL)
- …Global Wealth Management ("Investment Finance"), which caters to the credit needs of High Net Worth individuals. Strong credit and underwriting skills is ... at a senior level. **Responsibilities:** + Underwrite loans from Citi Global Wealth 's lending products (primarily focused on Unsecured, Art, Aircraft, LP interests),… 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 ... associated with owning, managing, and preserving businesses and wealth , including asset protection, family government services, estate and succession, planning… more
- First Horizon Bank (Fort Lauderdale, FL)
- …lending solutions to those organizations. In addition, you are responsible for advising high net worth individuals on building, preserving, and managing ... on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Partner with internal specialists… more
- Bank of America (Miami, FL)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... client-facing role responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth in a… more