- UMB Bank (Kansas City, MO)
- The **Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... leadership. **How you will spend your time:** + Call on prospective and existing high net worth clients to develop new business + Possess industry knowledge… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- CIBC (Chicago, IL)
- …in a timely manner. They act as a point of contact supporting and servicing high net worth clients, contributing to a positive and productive environment. ... via phone and email. Will play a key part in supporting and servicing high net worth clients and prospects + **Proficiency in relevant software and… more
- Huntington National Bank (Fairlawn, OH)
- …III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product ... Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with high net worth banking customers + Proven ability to build strong… more
- HUB International (Traverse City, MI)
- …Manager:** The PCG Account Manager manages and oversees the services policies for Global Marine's high net worth clients, or clients with hull values of $1.5 ... Excellent communication skills, both verbal and written to communicate with our high net - worth clients/brokers + Ability to multi-task effectively and handle… more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... tax regulations and preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. * Exceptional attention to detail and… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Truist (Atlanta, GA)
- …and delivering advanced planning advice to current and prospective High and Ultra- High Net Worth clients and prospects. Engages in activities that ... retirement planning, employee benefits, stock options, insurance, and estate planning for High Net Worth clients in excess of $10 million. 4. Strong,… more
- Gavin de Becker & Associates (San Francisco, CA)
- …Be comfortable and have experience managing the day to day relationship and communications with high net worth clients and staff + Collaborate with senior ... + 3+ years of experience managing a residential security team for high - net - worth clients/at-risk clients + International or domestic field/travel… more