High-Touch Wealth Relationship Manager
Citibank (Switzerland) AG
A major financial services provider in Miami seeks a Wealth Relationship Manager to deepen relationships with affluent clients. The ideal candidate will have 5-8 years of financial planning experience and hold necessary US FINRA registrations. This role involves providing tailored financial solutions and engaging clients through regular face-to-face meetings. Strong analytical and communication skills are essential, along with the ability to work independently and within a team environment. Competitive salary and benefits are offered. #J-18808-Ljbffr Citibank (Switzerland) AG
$72.88k - $109.32k
...Wealth Relationship Manager - Miami Center Hub (Multilingual Skills Required) Working at Citi is far... ...incremental wallet share of the affluent and High Net Worth segment with financial... ...value-added engagement with clients- High touch, face-to-face meetings at client's...SuggestedFull timeWork at office- ...growing field services team. The mission of the Customer Success Manager is to ensure that our customers realize the full value of the... ...customer needs based on common scenarios experienced. Demonstrate a high level of engagement with customers and colleagues, managing...SuggestedFlexible hours
- TwinThread is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships in Miami. The role involves developing new and managing existing client relationships while providing exceptional service and financial advice. Candidates...Suggested
- Avior Executive Search is seeking a Senior Relationship Manager to develop and maintain relationships with high-net-worth clients. This role requires a unique ability... ...; working with clients who have significant wealth and complex needs. #J-18808-Ljbffr Avior Executive...Suggested
- A leading global private bank is seeking a Senior Relationship Manager in Miami, USA. This role involves managing a portfolio of high-net-worth clients, delivering tailored wealth solutions. The ideal candidate should have 7-10+ years of US onshore private banking experience...Suggested
- A leading financial institution in Miami is looking for an experienced International Relationship Manager Senior to manage a portfolio of international high-net-worth clients. This role involves developing new relationships, exceeding sales goals, and delivering high-quality...
- Overview About the Role The Real Estate Relationship Manager Senior is the primary bank contact for professional real estate developers and investors... ...planning, time management and prospecting. Maintains a high level of calling and prospecting activity. Qualifications More...Flexible hours
$100k
...The 6-Minute Close: Your goal is to secure the win on the first touch. You take the inbound call, diagnose the issue, pitch the value,... ...ensure you never lose a commission because of a lost note. You want high upside. You prefer a lower base with a massive, commission...$142.56k - $222.2k
Position Title Senior Relationship Manager - Commercial Real Estate Location Miami Beach, FL 33140-3503 Job Summary As Senior Relationship Manager... ...’ll manage deal origination, negotiate terms, and maintain a high-quality portfolio. This role requires collaboration across...Work at officeLocal area- A regional banking institution is seeking an International Relationship Manager in Miami. This role involves building and managing a portfolio of international affluent clients while exceeding sales goals. The ideal candidate will have 2-4 years of experience in direct...
- Ocean Bankshares is seeking a VP, Relationship Manager in Miami, Florida, responsible for managing and growing a client portfolio in Wealth Management. The role encompasses delivering consulting services, ensuring compliance, and originating new business. Ideal candidates...
- A financial institution is seeking a VP, Relationship Manager in Miami to grow and service client portfolios in Wealth Management. This role involves deepening client relationships, delivering tailored banking solutions, and ensuring compliance with regulatory standards...
- Goldman Sachs Bank AG in Miami is seeking an Associate for Client Relationship Management. This individual will work closely with private wealth advisors to provide exceptional service to ultra-high net worth clients, particularly in Central and South America. The role...
- ...qualified individual for a role focused on expanding client relationships and managing complex credit opportunities. Responsibilities include... ...Required qualifications include 7+ years of experience with high-net-worth clients, excellent teamwork skills, and proficiency...Full time
- ...in the U.S. market. This role emphasizes building long-term relationships, managing the full sales cycle, and being proactive in client engagement... ...structure and a supportive culture, this position offers high earning potential for results-driven individuals. #J-18808-Ljbffr...
$10,000 per month
...Hiring: Remote High-Ticket Sales Closers We're expanding our sales team and are looking to bring on 2 experienced, full-time Remote... ...& Lawyers Following our proven script and sales framework Managing your CRM pipeline daily and accurately Closing new clients on...Remote jobFull timePart timeSecond job$10k
...Elite High-Ticket Closer - B2B Sales ($20K-$40K Monthly) Miami, Florida, United States Or... ...opportunities through strategic outreach Managing complex sales cycles Negotiating high-value contracts Building relationships with key decision-makers Maintaining...Contract workImmediate startRemote work$100k - $150k
...improving their businesses, careers, finances, and relationships. With a bold purpose and a global audience, we are seeking high-performing, motivated individuals who are... ...of the sales representative include: Call, manage, and close warm leads to meet and exceed sales...Local areaMonday to Friday- ...High-Performance Closer Opportunity We're hiring a high-performance closer to sell QuickRank, AI-powered local SEO system designed... ...visibility to support the close Handle objections and close decisively Manage follow-ups, pipeline, and deal momentum Expand deal size based...Local area
- Satori Mortgage (NMLS: 4190) in Miami is searching for an unstoppable Lead Generator to join their high-energy team. This remote position requires individuals who are charismatic and can generate leads through extensive networking. Responsibilities include making numerous...Remote job
$142.56k - $222.2k
Flagstar Bank is looking for a Senior Relationship Manager - Commercial Real Estate in Miami Beach, FL. You will manage complex loan relationships, ensure compliance, and generate new business opportunities. Ideal candidates have over ten years of experience in commercial...- ...delivering a comprehensive, tailored wealth management experience. Farther’s founders are leaders... ...Advisor to deliver exceptional, high-touch service to our ultra-high-net-worth (... ...advisory for our most complex client relationships. This role is ideal for a seasoned...Work at office
$25 per hour
...Guest Experience & Sales Professional. You will be the heart of the studio, guiding guests on a transformative journey while leading high-end sales. This role emphasizes building authentic connections and ensuring a seamless experience. The position offers a base salary...Hourly pay- A leading commercial real estate platform in Miami seeks a Manager, Sales Development to build and manage a high-performing sales team. The role involves training, operational execution, and cross-functional collaboration to drive pipeline quality and sales success. Ideal...
- A growing wealth management firm is seeking a Junior Relationship Manager / Trading Associate to join its expanding team in... ...role and the ideal candidate is highly organized, service-oriented, and... ...proactive communication and high-touch service Assist with account opening...Work at office
$156.2k - $234.2k
...solutions - to help sellers sell online, manage inventory, offer buy now, pay later functionality... ..., multi-product deals from the first touch to final close - blending hunter instincts... ...market merchants. Build and manage a high-quality pipeline through cold outreach,...Local areaRemote workWorldwideFlexible hours- ...the programs available at the University and develop, grow and nurture relationships with local high schools (DCPS, charter and private schools). Key Responsibilities: Communication Management: Respond promptly to daily communications via email and voicemail, addressing...Full timeLocal area
$125k - $175k
...Long-Term Care Sales Account Manager The Long-Term Care Sales Account... ...strategic business relationships with key decision makers and... ...for executing and tracking a high level of call and field productivity... ...and opportunities, customer touch points, and changes....Full timeWork experience placementLocal areaImmediate startNight shiftWeekend work$10 per hour
...customer focused, enjoy building relationships and providing financial... ...as a Business Relationship Manager is for you. As a Business... ...banker, you will provide a high-touch experience by building relationships... ...and partner with Branch, Wealth Management and Private Bank...Work experience placementWork at office- ...seeking an experienced Estate Manager to oversee the operations,... ...from the residences. This is a high‑trust, hands‑on leadership role... .... Build and maintain strong relationships with trusted vendors and... ...family offices, or similarly high‑touch environments. Proven track...Full timeFor contractorsCasual workWork at officeLocal areaMonday to FridayShift workAfternoon shiftEarly shift
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