- CIBC (Austin, TX)
- …As a **Relationship Manager,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... **How You'll Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong retention and continued business… more
- Citigroup (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Beaumont, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more
- City National Bank (Houston, TX)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... of financial experience preferably in Investment Management * 3 years of experience in the High Net Worth or Ultra High Net Market markets * 3 plus… more
- University of Texas Rio Grande Valley (Mcallen, TX)
- …mission. * Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular ... Leads the qualification, cultivation, solicitation and stewardship of a portfolio of high net worth prospects ensuring that each receive regular and… more
- HUB International (Austin, TX)
- …consulting, mutual funds, money manager programs, insurance and financial planning + Previous experience with high net worth or ultra- high net ... your wealth advisor team to provide comprehensive wealth management advice to high - net - worth clients + Prepare thoughtful, customized comprehensive financial… more
- Edward Jones (Dallas, TX)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... Client Concierge Specialist will play a critical role in helping serve our high - net - worth clients. This role works in collaboration with the Generations team… more
- Wells Fargo (Austin, TX)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... requirements + Engage clients, advisors, and internal partners to deliver a high -touch client experience within a strong risk management framework + Independently… more
- Guardian Life (Austin, TX)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more
- Grant Thornton (Dallas, TX)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... Your day-to-day may include: Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more