- Develop new private client business and grow the assets under management and revenue utilizing our client's open architecture platform and multiple booking centers.
- Will be required to work closely with clients and manage relationships.
- Review alternative and traditional fund strategies used in client portfoliosREQUIREMENTS
- Direct experience in client service and managing client portfolios with minimum 5 years' experience in relevant field.
- Bachelor's degree and preferably a professional certification, such as CAIA, CFP, or CFA designation.
- The successful candidate is required to grow a book/portfolio of business consisting of high-net-worth clients and can provide financial solutions to clients.
- Knowledge of investments and the ability to assist clients with execution of security trading
- Solid analytical and problem-solving skills
- Familiarity and/or proficiency with multi-custodial reporting systems and CRM systems desirable
- Fluency in French, Spanish and Portuguese desirable
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Community Loan Servicing Doral, United StatesOverview: · The Commercia l · Relationsh i p · M anager II · ( R M II) · w or k s · w ithin the C L S Commercia l · Servicing & Asset · M anagement Department prov i ding customer serv i ce and collections on commercia l loans · . · Prima ry · respon s ibi l i t ies foc ...
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Omega Innovations North Miami, United StatesThe WhiteWall Media GmbH creates unforgettable photos that are transformed into unique and individual works of art for both professional and hobby photographers in North Miami. Known as an exclusive producer of high-end photo services and multiple recipient of the TIPA Award, inc ...
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Fora Financial LLC Miami, FL, United States Full timeFora Financial is a technologically enabled, leading provider of flexible financing to small and medium-sized businesses. Since our inception in 2008, we have supported more than 55,000 merchants nationwide with over $4 billion of capital used for a variety of purposes, from fund ...
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Banesco USA Miami, United StatesJob Description · Job DescriptionJob Title · Relationship Manager – Business & Professional · Functional Title · Commercial Banker/Lender · Banesco USA is seeking a Relationship Manager – Business & Professional for our South Florida Branches Team. · Primary Job Duties · Responsi ...
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Senior Relationship Manager
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JCW Miami, United StatesJCW is recruiting for a Senior CRE Lender for a quickly growing Commercial Bank in Miami, FL. If you have proven experience sourcing CRE loans, particularly Construction Loans, this could be a great fit for you · Responsibilities: · Originate new CRE transactions through cold-cal ...
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South Shore Marketing Miami, United StatesJob Description · Job DescriptionWe are seeking an Entry Level Client Relationship Manager to help take our client's retail marketing and advertising campaigns to the next level. The role will be an integral part of our event marketing and promotions team in order to help raise a ...
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HSBC Miami, United States Permanent - temps pleinOur purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capi ...
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VANITY MODE LLC Miami, United StatesJob Description · Job DescriptionResponsibilities and Duties: · Supervises daily practice operations and manages finances such as payroll, billing, debt collections, security, and occupational health and safety. · Schedules appointments, maintains records, and accounts for clien ...
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Wealth Relationship Manager
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HSBC Miami, United States Full time· Job description Our purpose – Opening up a world of opportunity – explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the peo ...
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Quantum Dynamics Miami Beach, United StatesIntroduction · For our branch in Miami Beach, we are looking for your strong support. Join us in our core competency: SAUTER creates living spaces for the future. · Your tasks · Supporting a customer base of planners, plant builders, operators, and project developers · Creating i ...
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International Relationship Manager Senior
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Amerantbank Miami, United StatesJob Description · Job DescriptionThe Senior Relationship Manager (SRM) is responsible for managing and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM maintains a highly dedicated profession ...
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International Relationship Manager-Senior
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Private Banking Relationship Manager II
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First Horizon Bank Miami, United States Full timeLocation: On site in Coral Gables, FL · Summary · As a Private Banker (PB), you are responsible for business development of high net worth individuals as well as professional associations with target industries of Attorney/Law Firm Practices and Healthcare Practices. You are resp ...
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Business Relationship Manager I
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JPMorgan Chase Bank, N.A. Miami Beach, United StatesIf you are customer focused, enjoy building 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) in Business Banking, you'll be helping to improve the lives of our clients ...
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Business Banking Relationship Manager
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Bank OZK Miami Beach, United StatesBusiness Banking Relationship Manager · + Job ID: 13024 · + Functional Area: Lending/Commercial Banking/Lending Special Assets · + Position Type: Full-Time Regular · + Experience Required: 1 - 3 Years · + Location: Miami Beach, FL · + Department: Commercial Bnkg Busi Bnkg ...
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Spectrum Innovations Coral Terrace, United StatesKey Account Manager (m/f/d) at Coral Terrace · Join the team at MAHA Maschinenbau; Haldenwang GmbH & Co. KG as a Key Account Manager at our Coral Terrace location. · ...
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Ascensus Doral, United StatesNewport, an Ascensus company, helps employers offer their associates a more secure financial future throughretirement plans,insuranceandconsulting services. Newport offers comprehensive plan solutions and consulting expertise to plan sponsors and the advisors who serve them. As a ...
Senior Relationship Manager - Miami, United States - Avior Executive Search
Description
Job Description
Job DescriptionOur is a UHNW Multi-Family office with offices in The Caribbean & Miami The role includes working closely with senior management and Investment Advisors and is responsible for acquiring and servicing high net worth clients in the targeted countries and regions through providing wealth structuring advice and offering clients the full range investment-related servicesRESPONSIBILITIES: