- Citigroup (New York, NY)
- …the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. Citi Global Wealth is focused on clients with a ... own team and other closely related teams. Citi Global Wealth offers a wide range of products and solutions,...minimum net worth of $25mm and serves 40% of the world's… more
- Bank of America (Leonia, NJ)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Leonia/Advisor-Development-Program Financial-Solutions-Advisor-Trainee--Leonia-Financial-Center\_25037397-1) **Job Description:** Merrill Wealth Management is a leading provider of… more
- Neuberger Berman (New York, NY)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth… more
- Wells Fargo (San Francisco, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
- Wells Fargo (Irvine, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
- US Bank (Minneapolis, MN)
- …is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Proactively engages ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...related experience interacting with High and Ultra High Net Worth clients **Preferred… 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
- JPMorgan Chase (Los Angeles, CA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and… more
- Robert Half Finance & Accounting (Woodbury, MN)
- …advanced tax strategies and consulting services. This role focuses on advising high - net - worth individuals, successful families, and business owners with ... tax needs, offering creative solutions to preserve and grow wealth . This is an opportunity to join a forward-thinking...technology to streamline compliance tasks. Key Responsibilities: + Advise high - net - worth families and business owners… more
- CIBC (Boston, MA)
- …**Client Service Associate (CSA)** , you'll play a key role in supporting high - net - worth client portfolios by executing complex transactions, researching, ... and verbal communication skills, with the ability to interact effectively with high - net - worth clients and colleagues. + **Proactive and independent:**… more