Senior Relationship Manager
3 weeks ago
RESPONSIBILITIES:
• 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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Miami, United States Delta Executive Search Full timeOur client is looking to onboard a Senior Relationship Manager to cover the Israeli & Israeli Diaspora markets out of their offices in MiamiIdeal candidates would come from a similar Wealth Management platform with a transferable book of clients. However, our client would also be interested in candidates from Local Banking institutions, Family Office’s and...
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Senior Relationship Manager, Israel Coverage, Miami
16 hours ago
Miami, United States Delta Executive Search Full timeOur client is looking to onboard a Senior Relationship Manager to cover the Israeli & Israeli Diaspora markets out of their offices in MiamiIdeal candidates would come from a similar Wealth Management platform with a transferable book of clients. However, our client would also be interested in candidates from Local Banking institutions, Family Office’s and...
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Miami, United States Delta Executive Search Full timeOur client is looking to onboard a Senior Relationship Manager to cover the Israeli & Israeli Diaspora markets out of their offices in MiamiIdeal candidates would come from a similar Wealth Management platform with a transferable book of clients. However, our client would also be interested in candidates from Local Banking institutions, Family Office’s and...
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International Relationship Manager-Senior
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Client Relationship Manager
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Relationship Manager
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Miami, United States Ocean Bank Full timeOverview The VP, Relationship Manager in the Private Client Services Department is primarily responsible for attracting and developing new personal and commercial deposit, loan and investment relationships for Ocean Bank and its subsidiaries. The position may also be asked to uncover potential sales opportunities such as account additions and other products...
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Business Banking Sr. Relationship Manager
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Real Estate Relationship Manager-Senior
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Purveyor Relationship Manager
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Purveyor Relationship Manager
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Miami, United States Boar's Head Full timeHiring Company: Delicatessen Services Co., LLC Overview: The Purveyor Relationship Team is a department that helps maintain successful relationships with the Boar's Head Brand Local Purveyor network. The Purveyor Relationship Team creates, maintains and improves the relationship between the Company and its Local Purveyors in order to achieve mutual benefits....
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Client Relationship Manager
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Miami, United States Funders App Full timeFunders App is seeking a dynamic and driven individual to join either our North Miami Beach office team as a Client Relationship Manager, specializing in providing outstanding client support for customer accounts across a variety of industries. The ideal candidate will possess exceptional relationship building skills, superior phone etiquette, and the talent...
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Client Relationship Manager
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Client Relationship Manager
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Miami, United States Funders App Full timeFunders App is seeking a dynamic and driven individual to join either our North Miami Beach office team as a Client Relationship Manager, specializing in providing outstanding client support for customer accounts across a variety of industries. The ideal candidate will possess exceptional relationship building skills, superior phone etiquette, and the talent...
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Tax Senior
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CRE Relationship Mgr IV
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Senior Project Manager
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Senior Account Manager
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