- Vanguard (Malvern, PA)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… more
- World Insurance Associates, LLC. (Philadelphia, PA)
- …Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate ... + Proven experience in personal lines insurance, with a strong focus on high - net - worth /private client solutions. + Deep understanding of affluent… more
- M&T Bank (Wilmington, DE)
- …sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- M&T Bank (Wilmington, DE)
- …sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- Citigroup (Wilmington, DE)
- …serving Affluent, high - net worth (HNW), and ultra- high net worth (UHNW) client segments. + Demonstrated ability to build internal ... the footprint of Branded Cards within Citi's premium bank client segments. The position will be centered on three...existing Cards and Bank assets to better serve our high -value clients, and (3) leveraging key partnerships to create… more
- Citigroup (Wilmington, DE)
- …Affluent, high net worth (HNW), and ultra high net worth (UHNW) client segments. + Demonstrated ability to build internal relationships with ... our brand promise. This individual is responsible for ensuring that every premium client interaction - across products, services, and channels - reflects a seamless,… more
- Deloitte (Philadelphia, PA)
- …Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, ... for this role ends on 5/31/2026. Work you'll do + Manage client relationships and providing consultative services while exceeding expectations. + Identify engagement… more
- Truist (Philadelphia, PA)
- …States of America) **Please review the following job description:** Serve as primary 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...a broad range of wealth products and services to high net worth individuals. ESSENTIAL… more
- M&T Bank (Wilmington, DE)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address… more
- M&T Bank (Wilmington, DE)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports less experienced ... business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address… more
- Citizens (Wilmington, DE)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- JPMorgan Chase (Philadelphia, PA)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (Wilmington, DE)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Grant Thornton (Philadelphia, PA)
- …include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients. ... and resources to thrive in your role to meet client needs, deliver high -value solutions, and help...+ Provide tax planning and consulting to our firm's high net worth clients for… more
- KeyBank (Plymouth Meeting, PA)
- …fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility...needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax,… more
- Vanguard (Malvern, PA)
- …opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales opportunity ... wallet propensity. You will drive business growth and add client value by implementing an effective client ...the advantages and disadvantages of alternative investments available to high net worth investors. Identifies… more
- Vanguard (Malvern, PA)
- Vanguard's Advice and Wealth Management division serves our advised direct investors, and all high net worth and ultra- high net worth investors ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. more
- Bank of America (Phoenixville, PA)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...* Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- TD Bank (Mount Laurel, NJ)
- …etc.) + Ensures Investment Management portfolios for all clients (mass, mass affluent, high net worth and institutional) are appropriately constructed to ... The role includes leading as President of TD Private Client Wealth, LLC. TD Bank's Registered Investment Advisor and...TD Securities to ensure product suite architecture meets both client and field needs while mitigating risk and adhering… more
- City National Bank (Wilmington, DE)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience… more