- American International Group, Inc. (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... to manage risk. Join us as a Regional Production Specialist to play your part in that transformation. It's...How you will create an impact The Regional Production Specialist will market and underwrite for acceptable business in… more
- American International Group, Inc. (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriter Specialist , Midwest Region The Primary Accounts Casualty Group...Casualty Group of AIG is looking for an Underwriter Specialist to join our Chicago Office. Make your mark… more
- ACCUR Recruiting Services (New York, NY)
- …is tailored for a dynamic professional who possesses a robust network of high - net - worth individuals, particularly those passionate about classic, modern, and ... and knowledge of collector cars and their markets. Proven specialist expertise in the luxury auction space is preferred....the luxury auction space is preferred. Established network of high - net - worth car collectors with a… more
- Goldman Sachs, Inc. (New York, NY)
- …Investors include public pensions, corporate pensions, financial institutions, endowments, foundations, and high net worth individuals. This diverse and ... hedge fund investors and have benefited from Goldman Sachs' strong relationships with ultra- high net worth individuals. Within hedge funds, our history… more
- KW Tri Cities (Richland, WA)
- …Join Our Team? Exclusive Opportunities : Work with elite athletes, entertainers, and high - net - worth clients in a dynamic, fast-paced market. Top-Notch ... ready to make your mark in a niche that blends luxury, high -profile clients, and high -stakes deals? Whether you're just starting your career or looking to take… more
- HSBC (Miami, FL)
- …investors, our communities and the planet we all share. The Ultra High Net Worth Insurance Specialist /Producer will be accountable for sales revenue ... and the identification of insurance needs As ourUltra High Net Worth Insurance Specialist /Produceryou will: + Identify new business opportunities through… more
- Charles Schwab (Bellevue, WA)
- …of a clients Tax, Trust and Estate needs. **What you have** As a High Net Worth Trust & Estate/Tax Specialist , you will: + Develop and handle strong ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...JD, LLM, CPA, CTFA, AEP + Extensive experience advising high net worth clients +… more
- Huntington National Bank (Greenville, SC)
- …Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist II is also responsible for ... Description Summary: The Private Bank Service Specialist II is responsible for the day-to-day activities...+ Performs other duties as assigned. Basic Qualifications: + High School Diploma + 2 years customer service experience… more
- Vanguard (Scottsdale, AZ)
- …for building meaningful client relationships? Join our team as a Client Transfer Specialist for our Personal Investor clients at Vanguard. At Vanguard, we have a ... they call in to Vanguard. As a Client Transfer Specialist , you will: + Serve as the primary point...client experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- Truist (Dallas, TX)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. Following...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- AON (TX)
- …retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance portfolios ... is hiring for Personal Lines Account Executive / Broker Specialist II for our Mid-West Region. Aon Private Risk...information as required. + Manages an assigned book of high - net worth personal insurance clients… more
- JPMorgan Chase (San Francisco, CA)
- …Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth ... best meet the objectives of each client. The Client Specialist provides high level advice and counsel,...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Wells Fargo (Austin, TX)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo |… more
- Bank of America (Charlotte, NC)
- …Ability to manage client engagements and special projects **Desired Qualifications** Familiarity with Private Banking ( High Net Worth / Ultra High Net ... CashPro Specialist New York, New York;Chicago, Illinois; Charlotte, North...treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client… more
- Edward Jones (West Palm Beach, FL)
- …has developed a new wealth management offering tailored to meet the unique needs of high - net - worth (HNW) clients and we need your help launching this new ... services, and ongoing reporting and support. The Client Concierge Specialist will play a critical role in helping serve...will play a critical role in helping serve our high - net - worth clients. This role works… more
- Capital One (Richmond, VA)
- …team at Velocity Black. The individual should have a background in working with high net worth individuals to provide tailor-made itineraries aligned with ... Concierge Specialist (Itinerary Sales): West Coast, Velocity Black (Remote)...travel suppliers + 1+ years of experience working with high net worth individuals At… more
- TD Bank (West Palm Beach, FL)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... this role. **Line of Business:** TD Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and… more
- Fifth Third Bank, NA (Naples, FL)
- …Fifth Third Bank. Partners with Wealth Management Advisors (WMA) to deliver the Private Bank experience to high net worth and ultra- high net worth ... and external partners, + Acts as liaison with Onboarding specialist to ensure an elite client experience + Acts...like . Extended viewing of CRT screen Wealth Management Specialist LOCATION -- Naples, Florida 34108 Fifth Third Bank,… more
- Wells Fargo (Minneapolis, MN)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Fargo is seeking a Trust Advisor - Lead Fiduciary Specialist Working at Wells Fargo | Jobs and Careers...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… more
- Citizens (West Palm Beach, FL)
- …retail, and C&I lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... in long-term client loyalty. The Florida team is seeking a client-centered lending specialist with a commitment to excellence to join their team and drive the… more