- CIBC (Houston, TX)
- …Development Officer (BDO), you are responsible for the creation of new business with high net worth individuals, family offices, endowments and foundations. ... solutions through appropriate business development activities. This includes establishing a high and positive profile within the market. + Manage select client… more
- US Bank (Sarasota, FL)
- …what you excel at-all from Day One. **Job Description** Works closely with the Ultra High Net Worth banking team to deliver credit management, deposit ... dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- Comerica (Costa Mesa, CA)
- …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... licensing and firm rules allow. Qualifications Position Qualifications: + High School/GED + Advanced college degrees may count towards...FINRA Series 66 or 65, and resident state appropriate insurance and annuity licenses + 5 years of experience… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals… more
- Comerica (Raleigh, NC)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica ... Plan Paid Holidays, Floating Cultural Holiday Medical, Dental, Vision, Life Insurance Flexible Schedules Parental Leave and Adoption Assistance programs Community… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more
- Regions Bank (Jacksonville, FL)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... including; financial planning, asset management, personal trust and estate planning, insurance and risk management services, consumer and mortgage credit, and… more
- Zions Bancorporation (Las Vegas, NV)
- …client inquires. **_Responsibilities:_** + Manage and support client investment portfolios for high - net worth individual and institutional clients. + Ensure ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- Citigroup (Chicago, IL)
- …Chicago. The region has 58 branches across Illinois with $50MM+ in revenue and a strong high net worth client base. + Individual will be responsible for ... the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically. + Collaborate with… more
- Access Dubuque (Dubuque, IA)
- …include the following: + Prepare a high -level return for a multi-million-dollar business or high net worth individual. + Working with the tax team to ... such as: generous paid time off, comprehensive medical, dental, and vision insurance , 401(k) profit sharing, life and disability insurance , lifestyle spending… more