- Regions Bank (Sarasota, FL)
- …logging into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated ... credit etc.) to a challenging and sensitive portfolio of affluent clients. The Private Wealth Relationship Specialist will be responsible for supporting… more
- Regions Bank (Fort Walton Beach, FL)
- …careers section of the system. **Job Description:** At Regions, the Private Wealth Management Relationship Specialist assists in the coordinated delivery ... This role is responsible for rendering an extraordinarily high level of services to private wealth management clients and supporting the Private Wealth… more
- Citigroup (Miami, FL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... **HNW Private Bankers at Citi develop and deepen client...new business opportunities with existing clients + Orchestrate appropriate specialist resources to develop tailored, long-term solutions for clients/prospects… 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 Latin America businesses. Their focus is to ensure...**Service Maintenance and Contribute to Business Growth** + Deliver wealth management services to CPB Latam clients with guidance… more