- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... work across teams and the firm to provide first-class service . **Our Private Banking teams** We're located in more...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- KeyBank (Pepper Pike, OH)
- …goals. The ARM works to identify growth opportunities in an existing book of high - net - worth clients or through dedicated internal referral channels to ... of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains a disciplined approach...and verbal communication skills. + Experience in working with high - net - worth individuals and their financial… more
- Zions Bancorporation (San Antonio, TX)
- …overseeing strategic relationship building, integrated business development, and the retention of high - net - worth private banking clients. This role involves ... needs and provide expert financial advice and personalized banking solutions to high - net - worth clients. Provide holistic financial advice in coordination… more
- JPMorgan Chase (New York, NY)
- …Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra- high - net - worth families in navigating the complexities of family ... will engage regularly with both in-house and third-party lifestyle service providers , JPMA and CWM Financial Advisors, internal...in luxury brands, hospitality or concierge services aimed at ultra- high - net - worth clients + Experience in… more
- US Bank (Tampa, FL)
- …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... more years of experience in high and ultra- high net worth client wealth...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
- Wells Fargo (St. Louis Park, MN)
- …that is responsible for analyzing, reviewing, and approving the credit worthiness for ** high - net - worth customer credit card** requests. **In this role, you ... + Review, analyze, and evaluate complex credit applications and credit line increases high - net - worth customers + Analyze credit applications and credit line… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k - $1mm). The Wealth...exposure to our senior leaders. You will work on high impact and global projects to further develop your banking… more
- Charles Schwab (San Francisco, CA)
- …experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of ... Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... 3 staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate… more