- Edward Jones (Dallas, TX)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Edward ... have a desire to be a part of the wealth management process? Do you have a strong background...management offering tailored to meet the unique needs of high net worth clients and… more
- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... mid-size downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Guardian Life (New York, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... within our wealth management business by supporting financial professionals in identifying,...and value-added insights focused on the unique needs of high - net - worth individuals and families. Success… more
- Vanguard (Dallas, TX)
- The Wealth Management Select Client Manager (CM) is a...Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by ... and/or client service leader, coach, and strategic problem solver to join the Wealth Management Select team. Client Managers directly influence the Wealth … more
- World Insurance Associates, LLC. (Houston, TX)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private...and Private Client accounts, including affluent individuals, family offices, wealth managers, and key centers of influence + Engage… more
- HSBC (Buffalo, NY)
- …sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... our communities and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… more
- HSBC (Irvine, CA)
- …sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. With over 19,000 employees in 500+… more
- HSBC (New York, NY)
- …+ At least 5 years of relationship management experience in the banking or wealth management sector + Proven track record in asset gathering, asset growth and ... revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client contact and problem solving + Excellent understanding of financial markets and products, Ability to… more