- Truist (Asheville, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth , ... planning, cash flow analysis and budgeting, and credit and risk management to ultra - high net worth clients. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- Bank of America (Charlotte, NC)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Wells Fargo (Charlotte, NC)
- …+ Knowledge and understanding of High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients: credit requests + Commercial loan experience + ... Office (ACO) Mortgage . The Underwriter is responsible for underwriting credit of high net worth (HNW) clients for Wealth and Investment Management along… more
- First Horizon Bank (Raleigh, NC)
- …and a demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful ... you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will provide… more
- Huntington National Bank (Winston Salem, NC)
- …in banking, investment management, or insurance products and services for high or ultra - high net worth clients. + NOTE: This position may be ... + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong relationships… more
- Truist (Raleigh, NC)
- …a growing national franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client ... relationship in excess of $25MM AUM) or Specialty business clients, such as Medical Practices or Law Firms, with an average revenue size of $50MM. The Wealth Credit Delivery Senior Portfolio Manager will handle all loan requests above $10MM but some requests… more
- Bank of America (Charlotte, NC)
- …The SCU performs and documents in-depth financial analysis for credit approval of ultra - high - net - worth clients (individuals, family offices, trusts, ... Beach, California; Atlanta, Georgia; Pasadena, California; Dallas, Texas; Fort Worth , Texas; Charlotte, North Carolina; Miami, Florida; Chicago, Illinois **Job… more
- Wells Fargo (Charlotte, NC)
- …delivery to Private Capital and Hedge Fund Managers, as well as to family offices and Ultra High Net Worth individuals with significant Private Capital ... writing. + Drive private banking credit execution to deliver high quality custom credit solutions to existing and new...complex initiatives within a large geographical region to deliver high quality custom credit solutions with broad impact. +… more
- US Bank (Charlotte, NC)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more