- Vanguard (Scottsdale, AZ)
- …a FINRA Series 7 and 63 licensed professional with a passion for building meaningful client relationships? Join our team as a Client Transfer Specialist for our ... Investor clients at Vanguard. At Vanguard, we have a client -first mentality that we live and breathe every day... experience. + Foster trust and reliability through consistent, high -quality service. + Educate clients on Vanguard's product and… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …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
- WTW (Boston, MA)
- …advice in key risk areas + Identify and close potential cross-sell opportunities Client Management: + Maintain consistent / high quality touch points by ... sales strategies and develop unique prospect programs + Align with individual client sales strategies + Conduct thorough needs analysis/risk assessment to uncover… more
- Bank of America (Fort Worth, TX)
- …+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to ... have the opportunity to work with both affluent and high net worth clients, identifying...advisors, institutional retirement participants and higher net worth clients. + Deliver advice through client … more
- Tiffany & Co. (San Francisco, CA)
- …this knowledge into closing sales. * Establishing and reinforcing the Tiffany brand within the High Net Worth client market. * Identifying, prospecting ... sales strategies for High Net Worth clients. * Developing High Net Worth client relationships and reinforcing brand image and awareness. *… more
- Commerce Bank (Kansas City, MO)
- …Private Client Advisors to ensure excellence in service, growth and retention of our high - net worth client relationships + Foster a collaborative ... experience required + 10+ years of experience in providing high level client service in a similar...direct leadership and supervisory experience required + Experience managing high net worth clients and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Enterprise Risk Management, Business Continuity Planning, and Technology Risk Management in high - net - worth client environments. + Comprehensive ... services. + Sophisticated investment concepts and risk mitigation strategies for high - net - worth individuals, including portfolio construction, alternative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Responsibilities + Provide administrative and operational support to Wealth Advisors in managing high - net - worth client relationships + Serve as a ... holistic financial strategies tailored to the unique needs of high - net - worth individuals and families. The...interpersonal and communication skills, both written and verbal + High degree of professionalism, discretion, and client … more
- M&T Bank (Wilmington, DE)
- …Advisor-led new client prospecting activities to support further growth of the organization's ultra- high net worth client segment. + Understand and ... members to serve the unique needs of Wilmington Trust's ultra- high net worth (UHNW) clientele....aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client … more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching ... role also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- JPMorgan Chase (Los Angeles, CA)
- Are you passionate about building and maintaining high - net - worth client relationships across banking, lending, and investments? This is a unique ... + A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence +… more
- CIBC (Newport Beach, CA)
- …as well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private ... markets) to orchestrate a cohesive value proposition to a client or prospect. **_At CIBC we enable the work...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐… more
- Bank of America (New York, NY)
- …and understanding the impact on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement focused on addressing ... **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and generating wealth management strategies for...advisors acquire new assets with high - or ultra- high net worth clients and… more
- Truist (Philadelphia, PA)
- …that meets the corporation's and Truist Wealth's expectation for growth and profitability in the high net worth client segment * Effectively lead the ... Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra-...specialists and IRM partners who are designated to support client service and business development efforts (eg credit, mortgage,… more
- Fifth Third Bank, NA (Charlotte, NC)
- …years of client service experience, preferably in financial services, with experience in a high - net worth client setting, preferred. + Client ... the facilitation and execution of the requisite activities related to account opening, client and advisor support, and FTWA operational processes. This role will be… more
- Neuberger Berman (New York, NY)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned ... NB Private Wealth is Neuberger Berman's direct-to- client wealth and investment management business. Managing $70b+... wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth and investment teams,… more
- M&T Bank (Boston, MA)
- …related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the… more
- CIBC (San Francisco, CA)
- …doing** As a Relationship Manager, you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within ... requirements. **What you need to succeed** + A proven track record of managing high - net - worth client relationships. + Expertise in investment and wealth… more
- Bank of America (Alexandria, VA)
- …A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to ... have the opportunity to work with both affluent and high net worth clients, identifying...advisors, institutional retirement participants and higher net worth clients. Deliver advice through client reviews/presentations… more
- Bank of America (Jersey City, NJ)
- …+ A strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to ... achieve business growth goals, profiling activities to determine a client 's investor profile and financial resource objectives, building a...have the opportunity to work with both affluent and high net worth clients, identifying… more