- Wells Fargo (Palm Beach, FL)
- …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
- Wells Fargo (Minneapolis, MN)
- …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
- TEKsystems (St. Petersburg, FL)
- …decision will be made thereafter **Must have 3-5 years of experience processing HNW (High Net Worth - (USD)1MM+) loans** **Experience with Encompass POS system ... experience preferred** **Must be articulate and well spoken with strong customer service experience ** Duties Obtains required loan documentation and may process less complex loan applications. Orders credit verifications and third party services. Tracks… more
- BMO Financial Group (Chicago, IL)
- …education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is ... preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and capabilities. + Seasoned professional with a combination of education, experience and industry knowledge. + Verbal & written… more
- Vanguard (Charlotte, NC)
- …in Relationship Management and owning a book of business of self-directed HNW /UHNW clients, preferred + Experience utilizing service to sales, consultative sales or ... experience positioning financial services. + Ability to conduct conversations with clients surrounding topics such as: ETFs, Mutual Funds, legacy planning, estate planning, trusts, charitable giving, and other wealth management topics, highly preferred +… more
- Wells Fargo (Austin, TX)
- …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
- M&T Bank (New York, NY)
- …new client relationships and retain and deepen existing High Net Worth ( HNW ) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management. Delivers ... on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on their individual needs and situation. Utilizes… more
- Citigroup (Boston, MA)
- …with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including ... risk management and compliance expertise. + Proven track record in client acquisition and business development + Effective communication, interpersonal, and relationship management skills. Skilled in negotiation + Ability to mentor junior staff and contribute… more
- BMO Financial Group (Minneapolis, MN)
- …education and experience. + MBA certification preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is ... preferred. + Broad knowledge of all facets of wealth management. + In-depth knowledge of Bank products, services and capabilities. + Deep knowledge and technical proficiency gained through extensive education and business experience. + Verbal & written… more
- Wells Fargo (Purchase, NY)
- …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