- Regions Bank (Atlanta, GA)
- … private wealth management clients and supporting the Private Wealth management team with day-to-day client support activities. This role will be ... into the careers section of the system. **Job Description:** At Regions, the Private Wealth Relationship Specialist assists in the coordinated delivery of a… more
- Regions Bank (Atlanta, GA)
- …into the careers section of the system. **Job Description:** At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of ... + Ensures that account administration complies with fiduciary principles + Coordinates client service activities with other wealth management partners + Mentors… more
- Citigroup (Atlanta, GA)
- …Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual ... **Education:** + Bachelor's/University degree or equivalent experience **Job Family Group:** Private Client Product Services **Job Family:** Investment Counselor… more
- CIBC (Atlanta, GA)
- …gifting (cash, in-kind, gift letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments and ... Family Office Executives and Senior Relationship Managers in providing customized client service and is responsible for administrative services, interfacing with… more
- First Horizon Bank (Atlanta, GA)
- …states across the southern US The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail ... Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking...refer clients to other internal groups + Participate in client calling activities + Assist in training new associates… more