- KeyBank (Canton, OH)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- KeyBank (Salt Lake City, UT)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as… more
- Robert Half Finance & Accounting (Latham, NY)
- …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... Description An independent wealth management firm with $500+ AUM is seeking...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Santander US (Miami, FL)
- …Description** Are you passionate about delivering world-class services and financial advice to high - net - worth individuals and family groups? We are seeking ... that have a real impact on clients. + Support our team of wealth management professionals. + Assist with the day-to-day responsibilities of an entrepreneurial… more
- LTD Global (Livermore, CA)
- …+ Demonstrated experience providing high -level service to clients, including high - net - worth individuals + Problem-solving skills and a customer-focused ... products including personal and business banking, mortgage lending, and wealth management. It distinguishes itself through relationship-based service, local… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Citigroup (Miami, FL)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- City National Bank (Los Angeles, CA)
- …* Management of real time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to ... skills, business acumen, and leadership abilities of new or recent graduates and high -performing, high -potential colleagues. The goal of the LEAP program is to… more
- HUB International (Thibodaux, LA)
- …The Personal Lines Account Manager will manage a book of Personal Lines including High net - worth /Private Client insurance business, while acting with a ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 18,000 employees in 500+… more
- Berkshire Bank (Worcester, MA)
- …manage Salesforce; proven coaching skills + Demonstrated experience servicing the needs of high - net - worth individuals with premier level of customer service ... the organization including Commercial Lending, Retail Banking, Mortgage Lending, Insurance, and Wealth Management. Builds a referral network to ensure a stream of… more