- Bank of America (Peachtree City, GA)
- …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
- Morgan Stanley (Peachtree City, GA)
- …branch office. DUT IES and RESPONSIBILITIES: Pr oduction-related: . Build a client base of high net worth households by prospecting and developing new client ... also include maintaining a superior and consistent level of client service , developing cohesive teams, providing consistent leadership, and assuming accountability… more