- CIBC (Chicago, IL)
- …in supporting a Senior Relationship Manager to deliver comprehensive financial planning and exceptional service to our high - net - worth clients. This is a ... and manager transitions to enhance client results. + **Offer Personalized, High -Touch Support:** Respond promptly to client inquiries, resolve complex issues, and… more
- Owens Realty Services (Raleigh, NC)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Fifth Third Bank, NA (Birmingham, MI)
- …or significant related experience within private bank, and/or wealth management industry working with high net worth clients . Must possess or achieve ... is delivered. Collaborates with team of specialists to consistently deliver high -quality customer service and advice-based solutions that simplify financial… more
- Wells Fargo (Charlotte, NC)
- …mortgage sales, origination processes and industry regulations + Experience working with high - net - worth clients + Excellent verbal, written, and ... + Interact with customers to understand their needs and provide a high -quality loan service + Conduct outbound calls and emails to nurture leads, schedule… more
- Dana-Farber Cancer Institute (Brookline, MA)
- …professional with deep expertise in cultivating and stewarding relationships with high - net - worth individuals, trustees, and organizational leaders, and ... with an approach that equally values internal and external cultivation, high emotional intelligence, a drive to succeed, resiliency, an insatiable intellectual… more
- Cedars-Sinai (Los Angeles, CA)
- …aimed to maximize the life-time engagement and support of a portfolio of high - net - worth households. They will help assemble key institution members ... management of approximately 50-75 relationships with consistent focus and high -touch engagement, cultivation and stewardship that leads to successful solicitations… more
- Charles Schwab (Atlanta, GA)
- …experience in the financial services industry **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree **In ... investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab's approach to investing. As… more
- TEKsystems (Quincy, MA)
- … service to clients who are booking trips through the company, working with high - net - worth individuals - emphasis on providing a "white glove" customer ... service experience! Qualifications -2-3 years of customer service experience(white glove service works best) -Concierge type service experience is… more
- Huntington National Bank (Columbus, OH)
- …Chief Investment Office, Portfolio Management, Huntington Financial Advisors Service , and Ultra High Net Worth /Family Office. These positions will be in ... Energy, enthusiasm, and passion for Huntington! Basic Qualifications: + High School graduate + Enrolled in an Undergraduate or...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- First Horizon Bank (Coral Gables, FL)
- …supervision, this position provides a variety of full service banking operations for high net worth clients that are simple to moderately complex ... as a primary point of contact for sales and service to some existing clients, supporting Private Client Services...Relationship Manager in maintaining a portfolio mix of targeted high value and high potential clients. Monitors… more