- Truist (Charlotte, NC)
- …relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, ... high-level client service and through delivery of the full suite of Truist Wealth solutions. Accomplished and highly proven at acquiring new clients by leveraging… more
- Wells Fargo (Charlotte, NC)
- …customers and company. They are accountable for execution of all applicable risk programs ( Credit , Market, Financial Crimes, Operational, Regulatory Compliance), ... develop and lead complex event strategies that support the Wealth & Investment Management (WIM) and Corporate & Investment...The Wells Fargo job profile is **Lead Events Management Specialist ** . **In this role, you will:** + Collaborate… more
- Truist (Charlotte, NC)
- …minimum performance standards working with clients to deliver banking, investments, risk management and retail lending solutions. (Banking experience may include ... Retail, Wealth , Advisory, and/or Retail Lending experience) OR, 3 years'...and investment management/asset allocation concepts and understanding of retail credit and traditional retail bank products for the mass… more