- Wells Fargo (New York, NY)
- …trust and agency account administration for high - net worth and ultra- high net worth clients of Wells Fargo Wealth and Investment Management ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- HUB International (Traverse City, MI)
- …Manager:** The PCG Account Manager manages and oversees the services policies for Global Marine's high net worth clients, or clients with hull values of $1.5 ... analytics. **About Global Marine:** We are dedicated to providing insurance coverage to the boating community, focusing on yacht,...skills, both verbal and written to communicate with our high net - worth clients/brokers + Ability… more
- CIBC (Austin, TX)
- …As a **Relationship Manager,** you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... Succeed** + **Manage client relationships:** Oversee a portfolio of high - net - worth clients to ensure strong...needs; including Medical, Dental, Vision, Health Savings Account, Life Insurance , Disability, and Other Insurance Plans, Paid… more
- CIBC (Chicago, IL)
- …**Senior Relationship Manager** , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + **Expand your portfolio:** Acquire new high - net - worth clients with complex financial needs by engaging… more
- Charles Schwab (Boston, MA)
- …in all implications of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist, you will: + Develop and ... JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +...benefits + Tuition reimbursement + Health, dental, and vision insurance What's in it for you: At Schwab, we're… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (New York, NY)
- …Head of Securities Based Lending** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... broader Firm. **Qualifications:** + 10+ years of experience in High Net Worth and Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Citigroup (Boston, MA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Lead Advisor. This firm manages more than $30 billion in assets across 2,000+ high - net - worth families, with a mission to help clients, colleagues, and the ... an experienced advisor to serve as the primary point of contact for high - net - worth clients, providing comprehensive financial planning and guidance. You'll… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... ideally in a Credit Card related role in a High Net Worth or Ultra...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more