- Wells Fargo (Charlotte, NC)
- …to deliver a "white glove" service and best-in-class products to Wells Fargo's high - net - worth clients. + Investment Solutions:Center of Excellence that ... + **Gain on-the-job experience:** Working as part of a high -performing team in your business group, you will gain...and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in… more
- Coinbase (Charlotte, NC)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...Collaborative spirit and ability to work effectively within a high -performing team. * Proficiency in G Suite and experience… more
- HUB International (Greensboro, NC)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... a rate of account retention that meets or exceeds expectations. Provides a high level of support to Producers in obtaining, maintaining, and expanding business. May… more
- Wells Fargo (Elizabethtown, NC)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... for the branch. **In this role you will:** * Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- Wells Fargo (Belmont, NC)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- Wells Fargo (Winston Salem, NC)
- …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in extracurricular enrichment… more
- Vanguard (Charlotte, NC)
- …Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- TD Bank (Charlotte, NC)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... and promotes the prompt and thorough resolution of escalated non-standard, high risk issues **Employee/Team Accountabilities:** + Participates fully as a member… more
- Huntington National Bank (Raleigh, NC)
- …or more Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is also responsible ... in Calling Days. + Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service experience in banking or Wealth… more
- Comerica (Raleigh, NC)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica ... Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while… more