- Citigroup (Chicago, IL)
- …primary wealth advisor serving High Net Worth and Ultra High Net Worth professionals in these fields. **Responsibilities:** + Investment ... counselors joining Citi Wealth will be distinguished and highly accomplished at establishing, growing, and managing investment relationships. They should be experienced in the implementation and oversight of investment solutions, and in providing advice and… more
- Citigroup (Los Angeles, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals 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 captures wealth management in the… more
- Citigroup (Los Angeles, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- HUB International (Albuquerque, NM)
- …manager programs, insurance and financial planning + Depth of experience working with high net worth or ultra - high net worth clients + ... Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication skills + Proven success selling business to new and existing clients + Demonstrated… more
- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra - high net worth (UHNW) individuals and families ... ( net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. Citi Global ... Wealth is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families. **Responsibilities:** + The role of… more
- Maxwell Locke & Ritter (Round Rock, TX)
- …Be Doing As a family office associate, you will provide financial services to ultra - high net - worth clients, including bill pay, payroll administration, ... priorities and meet deadlines while working independently + Ability to maintain a high level of accuracy + Experience managing multiple clients with varying needs… more
- Citigroup (Miami, FL)
- …America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- Wells Fargo (Boca Raton, FL)
- …past 12 months referred primarily from established, local, external sources + Experience working with ultra - high net - worth clients + 1 + year of ... contributors by directing and managing sales activities to ensure high level of customer service, timely completion, quality, and...and compliance in Private Mortgage Banking Sales + Produce high quality loans that meet Wells Fargo Home Mortgage… more
- TEKsystems (Quincy, MA)
- …Position Overview We are seeking a Client Coordinator to deliver world-class service to ultra high - net - worth clientele in the private aviation industry. ... growth in a fast-paced, luxury service environment. Key Responsibilities + Provide high -touch service via phone, email, and text + Coordinate flight logistics… more