Ultra High Net Worth Account Executive
The Jonus Group
Ultra-High-Net-Worth Personal Lines Account Executive
We are seeking a seasoned Ultra-High-Net-Worth (UHNW) Personal Lines Account Executive to join a prestigious insurance brokerage. This role involves managing and servicing a sophisticated portfolio of affluent and ultra-affluent clients.
The Jonus GroupVacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Ultra High Net Worth Account Executive in Palm Beach, FL vacancy
- ...profiles to determine the risk level of each account. Implement appropriate risk-based... ...(CIP), 5+ years in relationship banking high-net-worth individuals and/or business market required... ...track record of successfully selling to ultra-high net worth and/or high net worth...High net worth
- ...responsible for developing and managing a portfolio of affluent and high-net-worth client relationships and managing bankers seeking to maintain... ...and ensure overall success of a large Private Client team, executing strategic initiatives in alignment with organizational...High net worthFull timeWork at office
First Horizon Bank
Palm Beach, FLa month ago - Global Advisers, LLC in West Palm Beach, FL seeks a Private Wealth Advisor to lead relationships with high-net-worth and ultra-high-net-worth clients. The role requires coordinating investment, planning, liquidity, risk management, and legacy strategies with disciplined...High net worth
- ...Director For Southeast TerritoryOne of the world's most celebrated ultra-luxury yacht lines is looking for a Sales Director for the... ...is a significant advantageExperience selling to ultra-high-net-worth individuals or working with luxury travel advisorsProven ability...High net worthRemote work
Prime Headhunting and Recruiting, Inc.
West Palm Beach, FL3 days ago - ...flexibility on office location and the option to be fully remote. The role focuses on overseeing multi-engagement tax work for ultra-high-net-worth individuals, including planning, compliance, and business development. The successful candidate will demonstrate strong...High net worthRemote jobPrivate practiceWork at office
- ...the Chief Investment Officer of the PWM team, providing customized strategies to ultra-high net worth clients. Responsibilities also include portfolio analysis and managing client accounts. A Bachelor’s degree and relevant experience in investment banking or management...High net worth
Goldman Sachs Bank AG
West Palm Beach, FL2 days ago - ...Specialist The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively...High net worth
- ...is seeking a Portfolio Strategist in the Portfolio Advisory Group to provide investment guidance to Financial Advisors and Ultra High Net Worth clients. The role centers on asset allocation, portfolio construction, and product/platform fulfillment from the Palm Beach,...High net worth
- ...leadership experience in an ultra-luxury hotel or resort to lead... ...Develop and execute strategic sales plans to achieve... ...Proactively identify and secure new accounts and partnerships, open doors... ...Develop connections with high-net-worth and ultra-high-net-worth clientele...High net worthContract workWork at officeLocal areaAfternoon shift
Palm House Luxury Hotel
Palm Beach, FL1 day ago - Bessemer Trust is seeking an Associate Client Advisor to service ultra-high net worth clients in a collaborative team. You will build and maintain... ...The role emphasizes client service, investment monitoring, account administration, and ongoing professional development, with a...High net worthWork at officeRemote work
$174.32k - $261.48k
...areas and occasional external customers. Accountable for significant direct business... ...family and business needs of over 10,000 ultra-high net worth clients around the world. The Private... ..., portfolio advice and after sales execution (in partnership with the Banker team)...High net worthFull timeLocal area- ...seeking a Tax Senior Manager, Private Client Services (PCS) to lead tax compliance and consulting for high net-worth clients, including families, family offices, executives, and related structures. The role emphasizes leadership, client contact, tax planning, and...High net worth
- ...Director to join our Private Client Services (PCS) practice. You will lead client engagements, oversee accounting processes, and develop trusted relationships with high net worth clients. Role focuses on managing teams, ensuring timely financial reporting, and delivering high...High net worthPrivate practice
- ...Florida. The role focuses on estates, trusts and gift tax for high-net-worth individuals and owner entities. A CPA is required, with 7+ years serving UHNW clients and mentoring staff. A Master's in Accounting/Taxation is preferred. The firm offers strong benefits and...High net worth
- Alvarez & Marsal seeks a Manager in Private Client Services, Tax to provide tax planning and compliance for high net worth clients. You will lead tax projects, supervise Associates, and contribute to business development with a client-focused, collaborative team. You will...High net worth
- Marsh & McLennan Agency in Palm Beach Gardens, FL, is seeking an Account Manager for Private Client Services focusing on the Yacht and Boating practice. You will service a high-net-worth client base, manage renewals, and assist with market submissions and underwriting guidance...High net worth
$139.7k - $232.9k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources,... ..., including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing...High net worthTemporary workWork experience placement$110k - $140k
...managing partner of a growing and highly rated CPA and advisory... ...; Private entities, and high net worth clients. Caliber Recruiting Group... ...Qualifications: Bachelors in accounting, (or equivalent, Business... ...programs, CCH. Thompson Reuters, Ultra Tax, or other major software...High net worthFlexible hours$71.7k - $129.5k
...how we're UNSTOPPABLE for our employees! Job Overview The Account Executive, SMB Team Sales role at T-Mobile is designed for ambitious, results... ...and forecasts. Education and Work Experience : ~ High School Diploma/GED (Required) ~1+ years verifiable new customer...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hoursT-Mobile
West Palm Beach, FL1 day ago- ...Job Description Paralegal / Executive Assistant, Wealth Management and Family Office... .... The partner leads a team serving ultra high net worth families, with a focus on wealth management... ...documents, organizational charts, and account administration. \n What you'll do...High net worthWork at officeLocal area
StevenDouglas
North Palm Beach, FL5 days ago $70k
...and intuition. Fearless Ownership. We deliver what we promise and learn along the way. We’re Looking For: A Key Account Executive with experience in outside sales development and business growth strategies. You will be part of a strategic sales team responsible...Temporary workWork at officeImmediate startRemote workFlexible hoursShift workOPENLANE
West Palm Beach, FL1 day ago$140k - $180k
...looking for someone like that who can help us: deliver customized portfolio construction advice to financial advisors and their ultra-high net worth clients/prospects; conduct in-depth portfolio analysis at the asset allocation and investment level; produce bespoke...High net worthFull timeFlexible hours- ...hedge funds, pension plans, sovereign wealth funds, insurance companies, endowments, foundations, third-party wealth firms, and ultra-high-net-worth individualsachieve their financial goals through strategic investment and advisory services. With over $3 trillion in assets...High net worthFull timeApprenticeship
$170k - $220k
...integrated suite of services customized to fit the needs of high-net-worth individuals and the entities they own. Our mission is to provide... ...staff and senior staff Active CPA required Masters in Accounting/Taxation preferred Jobot is an Equal Opportunity Employer. We...High net worthWork at officeLocal area$105k - $125k
...Job Description Job Description A highly regarded accounting team at a boutique-style, regional... ...for various entities, businesses, high net worth individuals, pass through entities, C... ...software programs like CCH, Pro System, and Ultra Tax Also will use Thompson Reuters...High net worthFull timeLocal areaMonday to FridayFlexible hoursCaliber Recruiting Group
West Palm Beach, FL17 days ago- BMO U.S. is seeking an experienced Senior Relationship Manager to serve high-net-worth clients in the Miami market, integrating banking, investment and comprehensive financial planning. You will coordinate cross-disciplinary teams to deliver end-to-end solutions, manage...High net worth
- ...comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices,... ...service while maintaining the highest ethical standard in execution Curate a network of intermediaries to help best serve clients...High net worth
- ...Investment Advisory firm founded in 1997, providing customized wealth management and financial planning services. The firm serves high-net-worth families, individuals, businesses, trusts, and charitable entities with tailored strategies. CWM is overseen by Managing Member...High net worthFull time
- ...experience in sophisticated trusts and estates matters to join a highly regarded Private Client practice in Florida, with offices in... ...Beach. Ideal candidates will have experience advising high-net-worth individuals and families on estate planning and administration,...High net worthPrivate practiceWork at officeRemote work2 days per week
Direct Counsel
West Palm Beach, FL8 days ago $85k - $107.5k
...Director of Sales Primary Responsibilities Ability to generate net-new business opportunities, leveraging the company’s expertise,... ...to succeed in a competitive environment ~ Ability to maintain high activity standards ~ Proven track record of sales success ~...Full timeLocal areaRemote workWork from homeWorldwidePraxis
West Palm Beach, FL4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Ultra High Net Worth Account Executive. Be the first to apply!
Related searches