- Jobleads-US (Washington, DC)
- …product and service offerings, broad distribution capabilities, exceptional financial strength, underwriting excellence, superior claims handling expertise and ... local operations globally. At Chubb, we are committed to equal employment opportunity and compliance with all laws and regulations pertaining to it. Our policy is to provide employment, training, compensation, promotion, and other conditions or opportunities… more
- Charles Schwab (Phoenix, AZ)
- …services industry working directly with clients Preferred Qualifications: Experience servicing high - net - worth clients General understanding of brokerage ... as you provide resolutions on questions regarding portfolio management, financial planning, and financial markets and the...the opportunity for you. We place a premium on high performance, quality service and the ability to contribute… more
- Vaco by Highspring (Boulder, CO)
- …tax expertise into broader financial planning strategies. You'll advise high - net - worth individuals, families, and privately held businesses, helping ... wealth management setting). Preferred: Master's in Taxation or MBA. Experience advising ultra- high - net - worth clients or family offices. Familiarity with… more
- Jobleads-US (Boston, MA)
- …assist in the preparation of financial analytics and reporting for the firm's ultra- high net worth clients Run term, permanent, and private placement ... and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra- high net worth families. With ten offices… more
- Bank OZK (Little Rock, AR)
- …+ Ability to work independently and demonstrate accountability for onboarding new business relationships with high net worth and very high net ... banking and other lines of business to provide comprehensive financial solutions across the Bank OZK footprint through an...in private banking or in another client-facing role serving high net - worth individuals, families and… more
- SheWorks! (Fort Lauderdale, FL)
- …luxury customer service means. What You'll Do Serve as the main contact for high - net - worth clients via phone, email, and SMS Deliver personalized, ... Are you passionate about delivering white-glove service? Do you thrive in a high -touch, fast-paced environment where no detail is too small and every client is… more
- HSBC (Miami, FL)
- …Service and accuracy in execution, in a fast-paced high energy environment to HSBC's most prestigious High Net Worth and Ultra High Net worth ... and English (mandatory) + Proven and progressive service and related financial services industry experience or equivalent + Strong written, research, communication,… more
- Signature Aviation (Orlando, FL)
- …protection offering. This role will focus on ensuring the safety, security, and comfort of high -profile and high - net - worth guests as they move through ... in a leadership role, preferably in aviation, hospitality, or high - net - worth client services. + Education:...and supporting our veterans. From your health to your financial wellness, there are several benefits for you and… more
- Virgin Galactic (Tustin, CA)
- …on selling astronaut experiences, research missions, and related services to adventurers, high - net - worth individuals and institutions Sales Strategy and ... Proven track record scaling revenue and building customer acquisition strategies targeting high - net - worth individuals + Strong leadership integrating sales,… more
- Neuberger Berman (Dallas, TX)
- …Management business and requires a candidate who can confidently engage with ultra- high - net - worth clients. **Key Responsibilities:** **Marketing Duties** + ... work ethic, and has an active interest in the financial markets. This role offers a unique perspective on...demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate,… more
- Neuberger Berman (New York, NY)
- …Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate ... of holistic wealth strategy services to help clients achieve financial goals and enhance their experience + Focus on...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more
- Plante Moran (Southfield, MI)
- …away. You'll collaborate with staff at all levels of the firm and welcome high - net - worth individuals and families into your client repertoire. Your role. ... Trust Officer to facilitate communication with clients alongside legal, tax, and financial advisors when necessary Share best practices with Trust team members,… more
- Bank OZK (Atlanta, GA)
- …accounting, or commensurate work experience, required. + 7+years of work experience in high - net - worth sales, or related business development experience in a ... just a company. We're nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to… more
- HSBC (Beverly Hills, CA)
- …and weakness, documentation, recommendation + Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar with a credit ... Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals… more
- HSBC (Bellevue, WA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios - Expert knowledge in ... Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals of… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net - worth clients of the firm. Working in conjunction with ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Graham Partners (Newtown Square, PA)
- …and university endowments, foundations, funds-of-funds, insurance companies, pension plans, high - net - worth individuals, and other institutional investors. ... rolling budget tracker ensuring accurate reporting and adherence to financial targets; monitor budget vs. actuals and flag variances...and processes Why Join Us? Be part of a high -impact team that is shaping the employee experience at… more
- Neuberger Berman (Dallas, TX)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... + 2+ years of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series 7 and 66 licenses… more
- Orr Group (Washington, DC)
- …an experienced project manager, and a strong relationship builder with expertise in high - net - worth donor engagement. They will collaborate with a team ... Boards of Directors. Build and manage strong client relationships, ensuring high -quality work and providing expert guidance throughout engagements. Stay abreast of… more
