- 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 -...Management team + Ensure the delivery of exceptional customer service , effectively resolve escalated problems or issues + Oversee… more
- Bank of America (Vancouver, WA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… 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 ... to serve as the primary point of contact for high - net - worth clients, providing comprehensive financial...+ Collaborate with internal teams to ensure seamless client service and relationship management. Requirements What We're Looking For… 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 ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...ideally in a Credit Card related role in a High Net Worth or Ultra… 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 ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...financial services - ideally with Lending experience in a High Net Worth or Ultra… more
- CIBC (Boston, MA)
- … Service Associate (CSA)** , you'll play a key role in supporting high - net - worth client portfolios by executing complex transactions, researching, and ... their clients to deliver the highest level of client service . In this hands-on role, you'll have the opportunity...communication skills, with the ability to interact effectively with high - net - worth clients and colleagues. +… more
- First Horizon Bank (Greensboro, NC)
- …Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will ... specialists and partners who are designated to support client service and business development efforts (eg credit, mortgage, planning,...portfolio of high net and ultra- high net worth clients with… more
- TD Bank (Greenville, SC)
- …of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will ... of contact for HNW clients across banking lending and High Net Worth Investing with...network of outside referral sources for new business + High level of personalized customer service skills,… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... centers of influence. + Responsible for providing legendary client service to retain client relationships. + Builds strong relationships...and life insurance licenses. + Demonstrated success working with high net worth clients. +… more
- Tiffany & Co. (Honolulu, HI)
- …Regional and Global High Jewelry selling events. + Prospecting and developing existing High Net Worth clients. + Maintain knowledge of the local jewelry ... experiences for Tiffany clients. Such work will be in service of achieving and exceeding commercial targets and gaining...+ Strong diplomacy skills and experience building relationships with High Net Worth clients +… more