- Bank of America (Washington, DC)
- Ultra High Net Worth Portfolio Strategist Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to ... role supporting Financial Advisors + Self-motivated, adaptive, positive attitude and high energy are a must. + Bachelor's degree or equivalent experience.… more
- Truist (Mclean, VA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Citigroup (Washington, DC)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- M&T Bank (Baltimore, MD)
- …sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra - High Net Worth ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …exceptional career opportunity in a boutique, challenging, and rewarding environment? A prestigious Ultra - High - Net - Worth (UHNW) family office is seeking ... An opportunity to grow your financial acumen in a high -performing family office with exposure to a broad range...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Bank of America (Washington, DC)
- …to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. Responsibilities: * Leads the growth of ... funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
- Wells Fargo (Washington, DC)
- …industry research conferences + Collaborate with WIM leadership and provide counsel on events for ultra - high net worth clients + Lead planning efforts ... for large and/or complex multi-day meetings, events, and conferences + Develop innovative end to end event strategies that deliver results and cost efficiencies + Implement and execute project plans, including the sequencing, and timing of key initiatives +… more