- 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
- 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
- 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 ... trust documents, probate laws, and tax provisions + Experience in wealth management with high - net - worth clients of at least ten million dollars + Ability to… 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
- City National Bank (Charlotte, NC)
- …ESCALATION MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra - high net worth clients that will require additional white ... executive level presentations and reporting * 5 years of experience working with high - net worth clients * Excellent leadership and written and verbal… more
- Wells Fargo (Charlotte, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management + Demonstrate a high level of organizational skills, including time and priority… more
- Bank of America (NC)
- …its clients through all aspects of their financial lives and primarily targets affluent, high net worth and ultra - high net worth clients. ... under pressure. + Ability to thrive in a dynamic, high -volume environment + Leadership and interpersonal skills with proven...skills with proven track record in financial services. + High attention to detail and organizational skills. + Strong… more
- Truist (Charlotte, NC)
- …to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra - high net worth clients and prospects. ... The Lending Advisor is an active member of the client relationship team, providing loan structure and credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving credit… more