- Truist (Atlanta, GA)
- …advanced planning advice to current and prospective clients with a primary focus on Ultra- High Net Worth (UHNW) clients and prospects. Engages in activities ... and other planning information for High and Ultra- High Net Worth clients and...may change from time to time. 1. Impact: The Senior Advice and Planning Analyst's primary purpose is providing… more
- CIBC (Atlanta, GA)
- … Senior Relationship Manager, you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging in… more
- Truist (Atlanta, GA)
- …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...working complex credit deals and/or in tandem with a senior credit advisor. * Advanced and proven working knowledge… more
- Capital One (Atlanta, GA)
- Senior Private Aviation Specialist (West Coast) - Velocity...strong attention to detail + Experience working with ultra high net worth individuals + ... and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives....We are looking for a talented and results driven Senior Private Aviation Specialist, with experience as a private… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Join us as a Senior Underwriting Specialist, Corporate Accounts, Excess Casualty to...you will create an impact AIG is seeking a Senior Underwriting Specialist, Corporate Accounts Excess Casualty to contribute… more
- Grant Thornton (Atlanta, GA)
- …in other tax technical areas to resolve issues + Experience in working with high - net - worth individuals, owners of closely held businesses, private companies ... As a Partnership Tax Senior Associate, you'll perform compliance for complex tax...we succeed. From day one, you'll be empowered by high quality tools and resources to thrive in your… more
- Citigroup (Atlanta, GA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- City National Bank (Atlanta, GA)
- …ESCALATION MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra- high net worth clients that will require additional white glove ... * 10 years of mortgage servicing experience in a senior capacity * 5 years of Call center experience...and reporting * 5 years of experience working with high - net worth clients * Excellent… more
- Coinbase (Atlanta, GA)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- Coinbase (Atlanta, GA)
- …Engineer to join Trust & Loyalty to build a new suite of products that target high net worth individuals (HNWI). This new team will work very closely ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...the company. * Working with engineers, product managers and senior leadership to turn our vision into a tangible… more
- Wells Fargo (Decatur, GA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... us! **About this role:** Wells Fargo is seeking a Senior Branch Network Management Trainee (SAFE) for National Branch...role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve… more
- Gavin de Becker & Associates (Atlanta, GA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. + Experience working in one ... with clients and become subject-matter experts for specific assignments + Collaborate with senior leadership on high -level decisions + Plan shift schedules and… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... through continual coaching and mentoring + As a member of the senior leadership within Lexington, take on responsibilities beyond everyday management and… more
- CBRE (Atlanta, GA)
- …underwriting packages. Preparation of Borrower credit analysis including determination of net worth , liquidity, overall financial strength and acceptability of ... for assisting the Chief Underwriter, Deputy Chief Underwriter and Senior Underwriter in evaluating Multifamily Affordable Housing loan requests, assessing… more
- AIG (Atlanta, GA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... builds prospect lists. + Provides technical direction to management, less senior specialists, producers, and claims adjusting personnel. Communicate risk appetite… more