- Truist (Tampa, FL)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client, and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- AIG (Boston, MA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... help customers to manage risk, transforming our operating model, and reshaping our role responsibilities and career pathways. The goal is to unlock the full potential in each colleague - empowering our people to grow as insurance professionals and add more… more
- Truist (Houston, TX)
- …States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate plans using their ... background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide planning subject… more
- M&T Bank (Chicago, IL)
- …trust or entity administration and servicing of high net - worth private and institutional clients. Supports senior account relationship managers. May ... administration of institutional and/or corporate trust accounts. + Assist senior account representative(s) in revenue generating activities by providing appropriate… more
- Citigroup (San Francisco, CA)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should… more
- First Horizon Bank (Lafayette, LA)
- …business transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance ... portfolio of high net and ultra- high net worth clients with...working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge… more
- Wells Fargo (Saginaw, TX)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… 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 ... team with large scale projects and business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra High Net … more
- 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 -...Trust Services offering in the Northeast region. The Fiduciary Senior Manager will be responsible for the management of… more