- 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...within 150 days of starting in the role. + Insurance Group 1 required. + Must meet ALL … 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 ... clients holistically on wealth and estate planning, investments, banking, credit, insurance , charitable giving, and fiduciary administration. In addition, PWM has… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... and condominium complexes, government buildings, educational facilities, corporate campuses, high -profile venues and family entertainment parks in both the public… more
- US Bank (Naples, FL)
- …work experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - ... and comprehensively on wealth and estate planning, investments, banking, credit, insurance , charitable giving, and fiduciary administration. In addition, PWM has… 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 ... while maintaining a rigorous attention to detail. The role requires a high degree of discretion and poise when interacting with stakeholders across varying… more
- AIG (Milano, TX)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... each colleague - empowering our people to grow as insurance professionals and add more value to our customers...senior member of the team, you will set a high standard of customer service to brokers and clients… more
- Charles Schwab (Lone Tree, CO)
- …that continuously challenges the status quo, positioning Schwab as a leader in the Ultra High Net Worth (UHNW), clients with more than $10M in assets. ... Senior Manager role is charged with delivering thoughtful, insightful, high impact contributions across a range of " high...benefits + Tuition reimbursement + Health, dental, and vision insurance CO Salary Range: USD $115,000.00 - $165,000.00 /… more
- Berkshire Bank (Worcester, MA)
- …manage Salesforce; proven coaching skills + Demonstrated experience servicing the needs of high - net - worth individuals with premier level of customer service ... within the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance , and Wealth Management. Builds a referral network to ensure a… more
- Cisco (San Jose, CA)
- … level government protective security experience. + Experience working for C-Suite and/or ultra high net worth individuals, public figures, or celebrities in ... be willing to travel at a moment's notice including international travel to high -risk destinations. Must be available during evenings and weekends to respond to… more
- Commerce Bank (Kansas City, MO)
- …Assist leadership to ensure complex reconciliations are completed accurately and timely to support high net worth clients across multiple business lines and ... job is to coordinate and provide processing of backup during periods of high volume and staff absences for various functions of higher complexity. Essential… more