- 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
- Citizens (New York, 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
- Commerce Bank (Wichita, KS)
- …Advisors who are accountable for the delivery of wealth management advisory services to high net worth clients of Commerce Trust. Essential Functions + ... proficiency with Microsoft Word, Excel and Outlook Education & Experience + High School Diploma or equivalent combination of education and experience required.… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Jennifer Fukumae is partnering with a wealth management firm dedicated to helping high - net - worth individuals, families, and businesses gain clarity on their ... a primary point of contact for client communication, providing high -level support. + Build trust with clients by engaging...+ Proficiency with the Schwab Platform (required). + Life insurance and eMoney experience (strong pluses). + Series 7,… more
- BMO Financial Group (Chicago, IL)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... focal areas of finance, economics, or accounting preferred with high academic achievement. + Typically between 4 - 6...as other perks and rewards. BMO also offers health insurance , tuition reimbursement, accident and life insurance ,… more
- Neuberger Berman (New York, NY)
- …structural alignment with the long-term interests of our clients, who range from high - net worth individuals to pension funds to institutional investors. ... and personal respect through robust opportunities for internal advancement. High -performing Research Analysts can progress to portfolio management within Research… more
- JPMorgan Chase (San Francisco, CA)
- …develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... + College degree or military equivalent preferred. **Federal Deposit Insurance Act:** This position is subject to Section 19...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- CIBC (Chicago, IL)
- …Relationship Manager to deliver comprehensive financial planning and exceptional service to our high - net - worth clients. This is a support role that allows ... and manager transitions to enhance client results. + **Offer Personalized, High -Touch Support:** Respond promptly to client inquiries, resolve complex issues, and… more
- BMO Financial Group (Wausau, WI)
- …excel in sales and relationship management, boasting a robust network of COIs, Business Owners, and High Net Worth clients in Mid / Northern / West Wisconsin ... internal stakeholders to build capability and drive business growth. + Meets high -quality service standards to maximize relationship retention and growth. + Develops… more
- PNC (Dallas, TX)
- …Introduces and sells, both inside and outside of the office, products and services to high - net - worth clients. Demonstrates a high degree of knowledge in ... Account feature), dental and vision options; employee and spouse/child life insurance ; short and long-term disability protection; 401(k) with PNC match, pension… more