Senior Private Banking Client Services Lead (LATAM)
JPMorganChase
JPMorganChase is looking for a Senior Client Service Associate in Miami, Florida, to manage client relationships within the Latin America Private Bank. The role involves ensuring exceptional service, assisting with transactions, and working closely with teams to identify business opportunities. Candidates must have licenses and experience in investment management, proficiency in Microsoft Office, and fluent Spanish. Competitive compensation and benefits are offered, including health care and wellness programs. #J-18808-Ljbffr JPMorganChase
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- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching client relationships. You will serve as the primary point of contact for all service...SeniorPrivate clientWork at office
- ...for all online related needs of our Private Banking clients, advisors, and client service specialists. He/she is responsible... ...and verbally) in Spanish Lead and participate in client outreach... ...Specialist and work closely with the LatAm & GFG Management team. Handle operational...Private client
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Citibank (Switzerland) AG is seeking a Bi-Lingual Client Service Officer Assistant Vice President in Miami. This role involves serving high... ...organizational skills, and have 5 to 8 years of relevant banking experience. Competitive salary ranges from $81,600 to $122,40...Private client- City National Bank of Florida is looking for a Private Banking Officer to manage and grow a portfolio of affluent clients. This role entails driving business growth by developing new loans... ...and delivering exceptional service. The ideal candidate will have 8-10 years...Senior
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...is responsible for expanding client relationships by identifying... ...needs and the full array of Private Bank capabilities, establishing and... ...emphasis on Investment Products Leads complex investment... ...clients or equivalent financial services/business experience Excellent...Private clientShift workDay shift- ...Develop new and manage existing client relationships, providing exceptional service that exceeds expectations. Look for... ...cultivate and deepen long‑term primary banking, investments and lending... ...to generate banking and investment leads. Develop strong internal partnerships...Private clientTemporary workWork at office
- Citigroup Inc. in Miami, FL seeks a Client Tax Service Officer to lead a new CTS team focused on updating client tax documentation and handling tax-related queries for UHNW clients and Private Banking teams. You will own day-to-day work, coordinate with Tax Operations,...
- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a... ...relationships through exceptional service and targeted advice, providing a... ...to generate banking and investment leads Develop strong internal partnerships...Private clientTemporary workWork at officeLocal areaImmediate start
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- ...Miami, FL is seeking dedicated individuals for customer-facing banking roles. Join a culture focused on valuing clients, building strong relationships, and enhancing client experiences through attentive service. Ideal candidates will have experience in financial services,...Private client
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Bank of America in Miami is looking for a skilled financial advisor to expand client relationships by providing in-depth financial advice and executing the client management... ...eligible for a formulaic incentive plan and industry-leading benefits. #J-18808-Ljbffr Bank of AmericaSeniorPrivate client- Bci Miami is seeking a Temporary Client Services Specialist to provide high-quality customer service... ...abilities. The position may lead to a full-time role, supporting the Private Client Group in providing exceptional banking experiences. #J-18808-Ljbffr Bci MiamiPrivate clientFull timeTemporary work
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- ...is seeking a Relationship Manager in Miami to build and maintain high-net-worth client relationships across banking, lending, and investments. The role involves providing exceptional service and targeted financial advice to enhance client experiences. Ideal candidates...Private client
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- A leading financial institution is seeking an experienced professional to manage client processes and drive new business development. The ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional interpersonal skills...Private client
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The Client Tax Service Officer is a seasoned professional role, that will play a key leading role in expanding a new dynamic Client Tax Services (CTS) Team. The CTS Team... ...role , that involves working directly with Private Banking Teams and clients, along with partner...Private clientFull time- Private Banking High Net Worth Relationship Manager - LATAM Brand: HSBC Area of Interest: Private Banking... ...exceptional team player and client focused individual.... ...lending, and Advisory services collaborating with US and... ...through an industry-leading volunteerism policy, a...
- Valley National Bank in Miami is looking for a dedicated professional to enhance client banking experiences by developing strong relationships... ...and providing exceptional service. Your responsibilities will... ...within the International Private Banking Division. #J-18808-Ljbffr...Private client
- The Associate Banker Senior is a seasoned professional... ...and/or facilitating services to others in area of... ...complete service support to client, including solving... ...prospects into Citi Private Bank clients Assist the Banker... ...research, generate leads and develop prospects,...Private client
- Citibank (Switzerland) AG in Miami seeks a seasoned Client Tax Service Officer (Assistant Vice President) to lead a new CTS team. You will own client tax... ...documentation, respond to tax queries, and coordinate with Private Banking and Tax Operations to ensure compliant forms and...
- The LATAM Investor will be based in Miami and will act as the investment... ...(Investor) for LATAM clients, working in close partnership... ...specialists, internal committees, and senior stakeholders. Monitor client... ...of relevant experience in private banking, wealth management,...Local area
- Merrill Wealth Management is a leading provider of comprehensive... ...and investment products and services for individuals, companies, and... ...Advisors and Wealth Management Client Associates help clients... ...of Merrill coupled with the banking convenience of Bank of America...Private clientSeasonal workWork at officeWork from homeShift workDay shift
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