- Huntington National Bank (Naples, FL)
- …Wealth Advisors to support the sales process and deliver exceptional service to high - net worth clients. The Service Specialist III is also responsible ... Description Summary:The Private Bank Service Specialist III, as part of Huntington Private Bank,...needed. + Provides administrative support for one or more high -end advisor and is responsible for the day-to-day activities… 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 (CA)
- …retrieve documents and information as required. + Manages an assigned book of high - net worth personal insurance clients with personal insurance portfolios ... Personal Lines Account Executive / Broker Specialist II Aon Private Risk Management (APRM) designs,...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
- Charles Schwab (Chicago, IL)
- …as a Tax, Trust, and Estate attorney strongly preferred + Extensive experience advising high net worth clients. + Shown experience in discovering unstated ... mitigation, and liquidity needs. The Tax, Trust and Estate specialist role is a part of a specialized team...provide detailed, highly sophisticated advice to entrepreneurs and other high - net - worth individuals with sophisticated financial… more
- Wells Fargo (Winston Salem, NC)
- …estate settlement processes, and applicable tax considerations + Proven track record managing high net worth client relationships and portfolios + Experience ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...Fargo is seeking a Senior Trust Officer (Senior Fiduciary Specialist ) on the Personal Trust Market Service Team in… more
- Wells Fargo (Winston Salem, NC)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... this role:** Wells Fargo is seeking a Senior Fiduciary Specialist Working at Wells Fargo | Jobs and Careers...complex trust structures. + Proven ability to work with high - net - worth individuals, families, and advisors… more
- AON (Bannockburn, IL)
- …have at least 3 years of personal lines or commercial lines of insurance experience. High Net Worth experience is preferred. + Ability to effectively ... Aon is hiring for an Account Specialist II position for our Private Risk Management...of personal lines or commercial lines of insurance experience. High Net Worth experience is… more
- AON (IL)
- …lead to success: + 1+ years of personal or commercial insurance experience required + Personal high net worth experience is a plus + Property & Casualty ... Aon is hiring for an Account Specialist I position for our Private Risk Management...of personal or commercial insurance experience required + Personal high net worth experience is… more
- TD Bank (Andover, MA)
- …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
- Wells Fargo (Las Vegas, NV)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Wells Fargo is seeking a Trust Officer - Fiduciary Specialist in Trust Client & Advisor Services as part...Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework.… 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 ... this role:** Wells Fargo is seeking a Senior 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
- Wells Fargo (Westlake Village, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... Wells Fargo is seeking an Associate Philanthropic Trust Officer -- Assoicate Fiduciary Specialist Working at Wells Fargo | Jobs and Careers at Wells Fargo… more
- Bank of America (Chicago, IL)
- …in disciplinary action up to and including termination. **Desired Skills:** * 10+ years' experience with High net worth /Ultra high worth segment * ... Residential Real Estate Specialist New York, New York;Miami, Florida; Stamford, Connecticut;...Presence + Presentation Skills + Prioritization **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Citizens (Boston, MA)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... Description The Sr Private Bank Lending Specialist supports the Relationship Manager with their loan...in primarily operational, processing, and analytical capacities, ensuring a high level of quality control from the loan application… more
- Capital One (Richmond, VA)
- …skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, problem-solving attitude + ... Senior Private Aviation Specialist - Velocity Black (Remote) Velocity Black, a...and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives.… more
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Wells Fargo (Wayne, PA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... agreement documents and ensure bank compliance + Demonstrate a high level of organizational skills, including time and priority...and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- Zurich NA (Overland Park, KS)
- …documentation in electronic filing systems. + Respond to inquiries from financial advisors and high - net - worth clients in a timely and professional manner. ** ... Variable Life and Annuity Specialist 122965 **What's the opportunity?** Zurich Cover-More is...detail-oriented professional. This hybrid role supports the administration of high -income variable life insurance. The ideal candidate will have… more