- NBT Bank (Portland, ME)
- …- $187,830.00 Responsible for New Business Development activities, dealing with large, high net worth customers and complex transactions. Evaluates ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- Citigroup (New York, NY)
- …globally so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal ... outlining IA's contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the design and operating… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …active funds. Capital is sourced from institutional investors, family offices, and ultra- high - net - worth individuals. With a broad investment mandate spanning ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Deloitte (Sacramento, CA)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing,...and life insurance licenses. + Demonstrated success working with high net worth clients. +… more
- Huntington National Bank (Flint, MI)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private Bank responsible for developing,...Private Bank responsible for developing, delivering, and managing a high - net - worth client's Wealth Plan. Duties… more
- HUB International (New Orleans, LA)
- …mutual funds, money manager programs, insurance and financial planning + Previous experience with high net worth or ultra- high net worth ... your wealth advisor team to provide comprehensive wealth management advice to high - net - worth clients + Prepare thoughtful, customized comprehensive financial… more
- Citigroup (Paramus, NJ)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Citigroup (Washington, DC)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more