- UMB Bank (Rust, MI)
- …Advisor team is one part of the client relationship team that is available to our high net worth clients. The Trust Advisor team serves as subject matter ... the appropriate risk level for the client or trust, high level investment updates and portfolio advice. + Maintains...of Trust and Bank products and services (ie, investments, insurance , brokerage, private banking, retirement planning). + You have… more
- JPMorgan Chase (Palo Alto, CA)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...proficient user of Word, PowerPoint, and Excel FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- NBT Bank (Portland, ME)
- …- $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates ... Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision...an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with… 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
- 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 ... Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision...an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with… more
- Dorsey & Whitney LLP (Minneapolis, MN)
- …to work both individually and collaboratively with a wide variety of clients, including high net worth individuals, and have demonstrated excellent judgment ... regardless of gender. Dorsey's benefit package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health, and… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Requirements Qualifications * 5-7 years' work experience working in accounting preferably the high net worth area. * Relevant undergraduate degree required. ... and it comes with benefits, including medical, vision, dental, life, and disability insurance . To apply to this hybrid role please send your resume to… more
- Dorsey & Whitney LLP (Seattle, WA)
- …of experience to join the Seattle office. This lawyer will focus on serving high net - worth individuals and families, closely-held business owners and ... regardless of gender. Dorsey's benefits package includes: comprehensive medical insurance with coverage for infertility, gender-affirming care, behavioral health,… more
- IHG (Santa Monica, CA)
- …revenue by developing and executing strategic sales plans to attract and retain high - net - worth leisure clients, travel advisors, and luxury travel consortia. ... a related field. + Proven ability to lead, motivate, and develop high -performing teams in fast-paced environments. + Strong skills in negotiation, presentation, and… more
- Citigroup (New York, NY)
- …full power of Citi ** ** to serve the entire continuum of clients, from affluent to ultra- high net worth to family offices. ** ** Through our three business ... Wealth HR and will be a part of a high performing, dynamic, agile team. Responsibilities: **Communications Strategy and...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more