- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... years of relevant experience in financial services - ideally with Lending experience in a High Net Worth or Ultra High Net Worth organization +… more
- Bank of America (Vancouver, WA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… more
- City National Bank (Nashville, TN)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 +… more
- AON (FL)
- …succeed. What the day will look like: + Manages an assigned book of high - net - worth personal insurance clients with personal insurance portfolios of varying ... What the day will look like: + Manages an assigned book of high - net - worth personal insurance clients with personal insurance portfolios of varying size… more
- First Horizon Bank (Greensboro, NC)
- …Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will ... demonstrated ability to manage a portfolio of high net and ultra- high net worth clients with complex credit and banking needs + Successful track… more
- Tiffany & Co. (Honolulu, HI)
- …Regional and Global High Jewelry selling events. + Prospecting and developing existing High Net Worth clients. + Maintain knowledge of the local jewelry ... sales + Strong diplomacy skills and experience building relationships with High Net Worth clients + Must possess consistent impeccable self-presentation… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong relationships… more
- TD Bank (Greenville, SC)
- …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will ... as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners… more
- Huntington National Bank (Flint, MI)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... in the Huntington Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties and Responsibilities: +… more
- CIBC (Atlanta, GA)
- …you will support Private Wealth relationship management efforts by delivering exceptional service to high net worth and family office clients. You'll respond ... Hours** 40 **Skills** Client Reporting, Client Service, Cross-Functional Teamwork, Family Office, High Net Worth Individuals, New Accounts, Presentation… more