- Bank of America (Los Angeles, CA)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... knowledge of banking and credit: general understanding of investments, trust and wealth transfer Desired Qualifications: * MBA or Post-Graduate Degree * CFP, CPA,… more
- First Horizon Bank (Key Largo, FL)
- …Private Client Team Lead will understand, anticipate, and satisfy the banking needs of high net worth clients and retain their relationships by providing ... a high level of individualized service and by recommending appropriate...its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed… more
- TD Bank (Mount Laurel, NJ)
- …Bank. + ** Wealth ** offers products and advisory services for mass affluent, high net worth , and institutional clients. Consumer Banking is offering ... successful career. Our 10-week, non-rotational program consists of: + A fun-filled, high -energy introduction to TD Bank, America's Most Convenient Bank **_(R)_** + A… more
- Comerica (Costa Mesa, CA)
- …The SA role assists one or more Financial Consultants (FC) in a Retail, High Net Worth , or Institutional capacity. Position CompetenciesSuccessful incumbents ... as licensing and firm rules allow. Qualifications Position Qualifications: + High School/GED + Advanced college degrees may count towards experience requirement… more
- Comerica (Raleigh, NC)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica ... Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while… more
- Wounded Warrior Project (Nashville, TN)
- …donors and new prospects. The Major Gifts Specialist identifies, cultivates, and solicits high net worth individuals through ongoing personal contact with ... including proposals, stewardship reports, and general program updates. + Utilize wealth screening information, other research, and networks of existing donors to… more
- JPMorgan Chase (Miami, FL)
- …complex borrowing relationships by presenting JP Morgan Private Bank's credit solutions to ultra- high net worth clients and advising on implementation. **Job ... of formal credit training program + Demonstrated understanding of wealth management including, but not limited to: investment management,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Scotiabank (New York, NY)
- …+ Collaborate with the trading team to develop and optimize structured investments targeting high net worth individuals + Monitor lifecycle process and ... a purpose driven winning team, committed to results, in an inclusive and high -performing culture. **Title: Associate Director, Structured Note Sales / GBM - New… more
- KeyBank (Southfield, MI)
- …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 with ... 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 (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... offices, working with founders, investors, and multi‑generational families on tailored wealth strategy, portfolio management, and family office services. You'll join… more