- Unknown (Charlotte, NC)
- …advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high - net - worth and ultra - high - net - worth ... from seasoned industry leaders and a commitment to contributing to a collaborative, high -performance team environment. Travel Percent Less than 10% Functions Finance more
- Unknown (Charlotte, NC)
- …-value partnerships, ensuring the delivery of best-in-market offers tailored to the needs of ultra - high - net - worth clients. The Head will also be tasked ... with driving innovation in lifestyle offerings, designing impactful campaigns, and working cross-functionally to integrate services seamlessly. Strategic leadership, a strong understanding of the dining industry, and a proven track record in commercial and… more
- Unknown (Charlotte, NC)
- …project phases, and a luxury client-caliber professional, comfortable working with ultra - high - net - worth individuals. Responsibilities include full-cycle ... will be responsible for leading the end-to-end process of creating resilient, high -design retreats in remote and coastal environments. This role demands a… more
- Unknown (Charlotte, NC)
- …fundraising campaign, with a primary focus on securing major gifts from ultra - high - net - worth individuals, foundations, and corporate partners. ... fundraising professional with a proven track record in managing high -level campaigns, building strategic relationships, and effectively communicating complex… more
- Vanguard (Charlotte, NC)
- …client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. + Build expertise in Vanguard products, services, and industry trends to… more
- Truist (Charlotte, NC)
- … worth space and/or family office setting 4. Experience working in upper end of Ultra High Net Worth Space ($50MM+) **General Description of Available ... advanced planning advice to current and prospective clients with a primary focus on Ultra - High Net Worth (UHNW) clients and prospects. Engages in… more
- Vanguard (Charlotte, NC)
- …Managers! In this role, you'll manage a book of business composed of self-directed ultra - high - net - worth clients, each holding between $5-25 million in ... Core Responsibilities 1. Act as the primary point of contact for self-directed ultra - high - net - worth clients within your book of business, delivering a… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Wells Fargo (Winston Salem, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... settlement processes, and applicable tax considerations + Proven track record managing high net worth client relationships and portfolios + Experience with… more
- Huntington National Bank (Winston Salem, NC)
- …in banking, investment management, or insurance products and services for high or ultra - high net worth clients. + NOTE: This position may be ... + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong relationships… more
