- 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 (North Miami Beach, 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
- Citigroup (North Miami Beach, FL)
- …managing and reporting control issues with transparency. * Build and maintain relationship with clients, Bank Teams, Wealth Advisors and support teams ... The Senior Mortgage Lending Officer role drives mortgage sales and client relationships...and credit, corporate and investment banking, securities brokerage, and wealth management. Citi Bank Retail Mortgage provides home lending… more
- Citigroup (Miami, FL)
- …exceeding client's needs + Open, link, and close accounts. Coordinate with Relationship Officer /Private Banker to obtain approval on account openings, ... A Service Officer provides service support to the Citi Private...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… 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