- City National Bank (Newark, DE)
- …explanations of sophisticated wealth planning strategies in areas of interest to UHNW clients. * Assist in preparation of written and oral presentations to ... support educational programs for colleagues, clients and prospective clients. * Write articles on timely topics of wealth planning that can be distributed to clients or marketing materials to CNR's clients, prospects, and COIs. * Keep abreast of legislative… more
- Citigroup (Wilmington, DE)
- …role serving Affluent, high net worth (HNW), and ultra high net worth ( UHNW ) client segments. + Demonstrated ability to build internal relationships with broad ... stakeholders across the franchise to drive common goals and outcomes. + Strong leadership and organization skills with the ability to manage multiple projects and initiatives simultaneously. + Ability to develop strategies, gather resources, and inspire a… more
- Citigroup (Wilmington, DE)
- …related role serving Affluent, high-net worth (HNW), and ultra-high net worth ( UHNW ) client segments. + Demonstrated ability to build internal relationships with ... broad stakeholders across the franchise to drive common goals and outcomes. + Strong leadership and organization skills with the ability to manage multiple projects and initiatives simultaneously. + Ability to develop strategies, gather resources, and inspire… more
- City National Bank (Newark, DE)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
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