- Vanguard (Charlotte, NC)
- …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 (Charlotte, NC)
- …Managers! In this role, you'll manage a book of business composed of self-directed ultra - high - net - worth clients, each holding between $5-25 million in ... Core Responsibilities 1. Act as the primary point of contact for self-directed ultra - high - net - worth clients within your book of business, delivering a… more
- Truist (Charlotte, NC)
- …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
- Wells Fargo (Charlotte, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- US Bank (Charlotte, NC)
- …experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities **Preferred Skills/Experience** - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- Wells Fargo (Charlotte, NC)
- …clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and… more
- Wells Fargo (Charlotte, NC)
- …clients. Banking, Lending, & Trust unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... individuals and families based on needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned strategies to address clients' unique needs and… more
- City National Bank (Charlotte, NC)
- …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 (Charlotte, NC)
- …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
- Vanguard (Charlotte, NC)
- …Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- City National Bank (Charlotte, NC)
- …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