- Citigroup (Gaithersburg, MD)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- US Bank (Clayton, MO)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... 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
- Citigroup (New York, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Eastern Bank (Manchester, NH)
- …a key role in delivering exceptional client service and operational support to high - net - worth clients by collaborating with internal teams including their ... + Work closely with cross-functional teams to ensure consistent and high -quality service delivery. + Provide out-of-office coverage for team members. +… more
- TEKsystems (Quincy, MA)
- …company is seeking a Service Manager Consultant to join their elite team supporting high - net - worth individuals through a premium jet card program. This role ... Service Manager Consultant (Quincy, MA) Hybrid Schedule | High -Touch Client Experience | Strategic Problem Solving A...leadership. This is a unique opportunity to join a high -performing team in the private aviation space, where your… more
- Actalent (Palm Beach Gardens, FL)
- …compliance with all relevant regulations and standards. + Provide exceptional customer service to high net worth clients, addressing their specific needs and ... a team of surveyors in conducting precise and detailed land surveys for high -end residential and commercial projects. Your expertise will ensure the accuracy and… more
- Citizens (Riverside, RI)
- …and other complex loan scenarios. + Advanced knowledge and experience of underwriting of high /ultra- high net worth borrowers to include analysis of ... to meet department productivity goals and deadlines. + Demonstrate ability to maintain a high -level of confidentiality. Hours & Work Schedule + Hours per Week: 40 +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …services-including investment management, financial reporting, tax planning, and philanthropic support-to high - net - worth individuals and families. With a ... client interaction, and close collaboration with internal teams to ensure high -quality service and reporting. Key Responsibilities: + Perform core accounting tasks… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Officer, University-wide will develop and execute successful fundraising strategies for a portfolio of high net worth individuals capable of making 5, 6, and ... Office SuitePreferred Skills, Knowledge and Abilities:Demonstrated ability to work in a high pressure, fast--paced environment Must possess the ability to work with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …lower-risk assets. With capital sourced from institutional investors, family offices, and ultra- high - net - worth individuals, the firm is known for its ... range of investment strategies and asset classes. + A collaborative, high -performance culture. + Opportunities for professional growth and development. Excited about… more