- M&T Bank (Wilmington, DE)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports less experienced ... work experience with direct client contact CCTS (Certified Corporate Trust Specialist ) certification if corporate trust focus Strong skills in pertinent software… more
- Children's Clinics (Tucson, AZ)
- …successfully securing six- and seven-figure gifts + Skill in relationship building with high - net - worth individuals + Skill in strategic and analytical ... philanthropic support + Collaborate with the Development and Communications Specialist to produce compelling donor-facing communications, case statements, campaign… more
- Citigroup (Miami, FL)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... + Work with the advisors to identify asset allocation gaps and with product specialist to define strategies to close such gaps. + Lead the regional discussion of… more
- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... Work with the Investments Lab to identify asset allocation Gaps and with product specialist to define strategies to close such gaps + Lead the regional discussion of… more
- Bank of America (Atlanta, GA)
- …structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. **Responsibilities:** * Leads the growth of ... evaluations, risk rating estimates, etc.) * Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to assess and collaborate… more
- AIG (Miami, FL)
- …of areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients and High Net Worth individuals. What you need to know: ... cross-sell the company's offerings. + Collaborate with engineering and technical specialist to identify and understand risk exposures. + Negotiate policy terms… more
- Diageo (NY)
- …and unlock a brighter, more exciting future. Join us to build a career worth celebrating. **Which company will you join?** From Arthur Guinness to Johnnie Walker, ... proud of what they do. Diageo teams constantly set high goals and then try hard to exceed them....Financial NAM market constitutes approximately 39% of the overall net sales and one half of operating profit for… more
- Deloitte (Sacramento, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more