- NBT Bank (Portland, ME)
- …- $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- Citigroup (Plantation, FL)
- …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
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address their legal… more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- University of Pennsylvania (Philadelphia, PA)
- …philanthropic leadership to foster and enhance relationships with our most significant Ultra High Net Worth (UHNW) individuals and esteemed volunteers. By ... a rigorous attention to detail. The role requires a high degree of discretion and poise when interacting with...excellent judgment. At all times, + must exhibit a high degree of diplomacy, tact, and a strong sense… more
- Robert Half Finance & Accounting (Bloomington, MN)
- …and benefits. Key Responsibilities: + Establish and maintain strong, trusting relationships with high net worth and corporate clients. + Understand, ... financial and investment options to meet client goals. + Maintain high levels of confidentiality and sensitivity in managing client information. Requirements… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... underwriting needs and performing within time constraints with a high volume of work. + Selling and negotiating to...skills and ability to handle multiple tasks in a high -volume, fast-paced environment. + Ability to work in dynamic,… more
- Wells Fargo (Minneapolis, MN)
- …to deliver a "white glove" service and best-in-class products to Wells Fargo's high - net - worth clients. + Investment Solutions:Center of Excellence that ... + **Gain on-the-job experience:** Working as part of a high -performing team in your business group, you will gain...and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in… more
- Citizens (Brooklyn, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized wealth… more
- Charles Schwab (New York, NY)
- …competitive risk. + Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning concerns and planned ... private wealth and/or investment management industries. + Experience navigating " high stakes" transactions and serving multi-generational households or advisory… more