- 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 ... spend your time:** + Call on prospective and existing high net worth clients to...of Trust & Bank products & services (ie Investments, Insurance , Brokerage, Private Banking, & Retirement Planning) + You… 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. ... Will play a key part in supporting and servicing high net worth clients and...needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid… 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 ... Doctor, Certified Trust and Fiduciary Advisor (CFTA) designation + Demonstrated success working with high net worth banking customers + Proven ability to… more
- Truist (Atlanta, GA)
- …management, retirement planning, employee benefits, stock options, insurance , and estate planning for High Net Worth clients in excess of $10 million. 4. ... advice to current and prospective High and Ultra- High Net Worth clients and...offering the position. Truist offers medical, dental, vision, life insurance , disability, accidental death and dismemberment, tax-preferred savings accounts,… more
- KeyBank (Hartford, CT)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to high net worth clients and their beneficiaries. As a member ... Opportunities as well as any other banking, lending or insurance needs + Fosters close business relationships to develop...of sales and client servicing team. + Experience managing high net worth book of… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client ... for the following characteristics: * Strong interpersonal and relationship-building skills * High level of personal integrity, commitment to excellence, and a strong… more
- Regions Bank (Orlando, FL)
- …the Private Wealth Strategist (PWS) provides current and prospective high and ultra- high net worth Private Wealth clients and prospects an in-depth ... Management teams to support their high and ultra- high net worth clients and...Health Savings Account + Flexible Spending Account + Life Insurance + Parental Leave + Employee Assistance Program +… more
- Robert Half Legal (San Francisco, CA)
- …downtown San Francisco (close to BART/MUNI). The firm services the estates of many of the Bay Area's high net worth and ultra- high net worth ... projects on time, comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele. This is an excellent… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k - $1mm). The Wealth...exposure to our senior leaders. You will work on high impact and global projects to further develop your banking… more
- Robert Half Finance & Accounting (Larkspur, CA)
- …based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. ... tax returns for a variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize and execute opportunities to… more