- M&T Bank (Paramus, NJ)
- …new client relationships and retain and deepen existing High Net Worth ( HNW ) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers ... workflow to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays… more
- TD Bank (Greenville, SC)
- …+ Uncovers clients asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to ... and small business banking and experience interacting with Mass Affluent and HNW clients + Consultative sales experience preferred + Ability to establish… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... growing the existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of the relevant market is critical and… more
- Robert Half Finance & Accounting (Palos Verdes Estates, CA)
- …and provide proactive guidance + Review and prepare complex tax returns for HNW individuals and businesses + Mentor and supervise junior staff and oversee day-to-day ... field + Deep knowledge of individual and business tax filings, especially for HNW clients + Strong understanding of current tax laws and planning strategies +… more
- City National Bank (Houston, TX)
- …officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... and Wealth Strategist in developing integrated estate and financial plans for U/ HNW clients through partnering with colleagues and COIs. Assist in setting the… more
- TD Bank (Philadelphia, PA)
- …+ Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to ... a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to… more
- Vanguard (Malvern, PA)
- …time. + To strengthen and cultivate Vanguard's relationships with high-net-worth ( HNW ) and ultra-high-net-worth (UHNW) families by adopting a more systematic and ... dialogue-driven approach to planning. + To join a team that delivers unique family engagement solutions to Vanguard, including one-on-one and group coaching, developing a standardized family meeting process, and presenting at client events. + To develop… more
- TD Bank (Providence, RI)
- …understanding of client's assets and transitions higher threshold clients to appropriate HNW Wealth partners, as needed + Responsible for fostering and contributing ... to a positive and constructive work environment with a focus on supporting the overall Wealth team + Contributes individually, as a team member and as a mentor to new FAAs, to ensure strong performance, collaboration and enthusiasm + Represents TD Wealth to… more
- TD Bank (Flushing, NY)
- …+ Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to ... a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to… more
- Wells Fargo (Winston Salem, NC)
- …including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset ... management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust… more