- Bank of America (Scottsdale, AZ)
- …Minimum of 4-5 years of experience with a financial institution focusing on high net worth client service and sales + Ability to successfully complete ... out new business opportunities from existing books of business and assist other service associates as needed. **Job Description:** + In addition to the ability to… more
- Bankers Trust (Phoenix, AZ)
- …cultivate pipeline of new client opportunities . Oversees a select book of developed High Net Worth customer relationships . Continually monitors and ... Apply Now (https://phh.tbe.taleo. net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra-… more
- Bank of America (Gilbert, AZ)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Phoenix, AZ)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
- Bank of America (Chandler, AZ)
- …and Merrill. **Responsibilities:** + Trades stocks, bonds, and other investment instruments for high net - worth clients, casual investors, and active traders ... Financial Service Representative- Retirement and Benefits Investment Specialist Jacksonville, Florida;Chandler, Arizona **Job Description:** At Bank of America, we… more
- KPMG (Tempe, AZ)
- …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
- Morgan Stanley (Tempe, AZ)
- …. 3 years portfolio accounting or investment reporting experience serving institutional and ultra- high net worth clients . Firm understanding of portfolio ... business unit within Corporate & Institutional Solutions, is an integrated client service solution for institutional and family office clients. IIS supports clients… more
- KPMG (Tempe, AZ)
- …business, finance, or accounting + Strong technical skills in the following areas: High Net - Worth Individuals, Partnership and Multi-State Taxation Theory + ... conformity with tax law and documentation standards + Manage high volume client load with minimum supervision in addition...on job classification, standard work hours, and years of service , KPMG provides Personal Time Off per fiscal year.… more
- Gavin de Becker & Associates (Phoenix, AZ)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... will have these attributes: + Wish to be of service and protect others + Excellent health and fitness,...pass a pre-employment background investigation + Commitment to maintaining high level of attentiveness and energy Note: We are… more
- Wells Fargo (Chandler, AZ)
- …to detail. + Analyzes financial documents and credit information for small businesses or high net worth customer loan packages according to business unit ... standards to identify debt service ratio, leverage ratio, and overall cashflow + Compile, analyze, and document the loan data and credit risk, borrower and business… more
- Bank of America (Apache Junction, AZ)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded. *… more
- Moss Adams LLP (Phoenix, AZ)
- …tax solutions to public and privately owned middle-market companies, not-for-profit organizations and high net worth individuals. Individuals who thrive at ... visa status now or in the future \(eg,H-1B status\). + Excellent customer service skills + Creative problem solving, critical thinking and research skills + Strong… more