- Vanguard (Scottsdale, AZ)
- …client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. + Build expertise in Vanguard products, services, and industry trends to… more
- Vanguard (Scottsdale, AZ)
- …be part of a team within the Advice and Wealth Management (AWM) division advising our ultra - high net worth clients and their families through their ... This role will be within the Advice and Wealth Management division assisting our ultra - high - net - worth clients with planning and strategy in the areas of… more
- Wells Fargo (Chandler, AZ)
- …units to ensure tailored compliance and risk mitigation strategies for affluent and ultra - high - net - worth clientele + Collaborate with immediate peers ... guidelines + Support and evaluate servicing and resolution processes for high net worth individuals, including clients within Wealth and Investment… more
- US Bank (Scottsdale, AZ)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Thorough ... for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for retention and… more
- Capital One (Phoenix, AZ)
- …Strong analytical skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, ... of human experts and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives. It's concierge, reimagined… more
- City National Bank (Phoenix, AZ)
- …and expanding upon relationships with City National Rochdale's (CNR) high and ultra - high net - worth (U/HNW**) clients by collaborating with Senior ... customized strategy explanations that are consistent across the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and… more
- US Bank (Scottsdale, AZ)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- City National Bank (Phoenix, AZ)
- …financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + ... investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial… more