- Temple of Mycomysticism (Los Angeles, CA)
- …property, major projects) Major gift solicitation ($100K+ gifts) Experience with high - net - worth donor cultivation Event-based fundraising (galas, dinners, ... with family offices, foundation directors, and giving circles Plan and execute high -impact cultivation events and fundraising dinners Secure lead gifts that anchor… more
- Charles Schwab (Orlando, FL)
- …providing high -touch service and on-going support for the wealth management needs of the ultra - high net worth client. In partnership with the Sr. ... Wealth Consultant, the Wealth Consultant Partner will deliver exceptional service, help to grow and deepen client relationships, while also delivering advice with the practice clients of the Sr. Wealth Consultant. As a Wealth Consultant Partner at Charles… more
- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Ultra - High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:**… more
- Vanguard (Malvern, PA)
- …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
- JPMorgan Chase (New York, NY)
- …primary advocate and subject matter expert for Consumer & Community Banking (CCB) high net worth (HNW) & ultra - high net worth (UHNW) credit ... + Strong executive communication and presentation skills. + Experience with high net worth and ultra - high net worth client segments. + Proven… more
- HSBC (New York, NY)
- …Familiarity in working with clients and prospects who are high -potential future HNW/UHNW ( Ultra High Net Worth ) clients + Experienced relationship ... High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 18 Dec… more
- Vanguard (Dallas, TX)
- …with all applicable Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs ... ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving… more
- Truist (Dallas, TX)
- …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
- 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
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