- Vanguard (Charlotte, NC)
- … client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with… more
- Fifth Third Bank, NA (Charlotte, NC)
- …with client relationship managers and sales officers to create strategies and opportunities for high net worth client base. + Coaches and counsels ... as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and… more
- US Bank (Charlotte, NC)
- …from Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of ... experience - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** -… more
- Deloitte (Charlotte, NC)
- …Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement leaders to address budgeting, billing, ... for this role ends on 5/31/2026. Work you'll do + Manage client relationships and providing consultative services while exceeding expectations. + Identify engagement… more
- TIAA (Charlotte, NC)
- …partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this job ... **Wealth Client Relationship Manager** Wealth Management Client ...operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
- Truist (Charlotte, NC)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high -level client...a broad range of wealth products and services to high net worth individuals. ESSENTIAL… more
- Vanguard (Charlotte, NC)
- …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 Vanguard ... Act as the primary point of contact for self-directed ultra- high - net - worth clients within your book...your book of business, delivering a personalized, consistent, and high -touch experience. 2. Build trust and deepen client… more
- City National Bank (Charlotte, NC)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare client presentations. *...Investment Management * 2 years of experience in the High Net Worth or Ultra… more
- Bank of America (Charlotte, NC)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
- Truist (Charlotte, NC)
- …relationships with an average portfolio size of over $500MM. Role supports a growing national franchise with High Net Worth or Ultra High Net ... clients within the Truist Wealth Advisory segment (average client relationship in excess of $25MM AUM) or Specialty...to recommend deals to credit risk management. Respond to client needs, participating in client presentations, when… more
- US Tech Solutions (Charlotte, NC)
- …Wealth Management partners on client income tax planning strategies directed to high - net worth individuals. + Communicate with senior leadership team to ... Management partners to deliver sophisticated income tax planning advisory services for Client 's highest net worth and most influential clients. + Serves as… more
- Wells Fargo (Charlotte, NC)
- …that is responsible for analyzing, reviewing, and approving the credit worthiness for ** high - net - worth customer credit card** requests. **In this role, you ... and evaluate complex credit applications and credit line increases high - net - worth customers + Analyze credit...as Wealth Advisors and Private Bankers to proactively address client needs + Ensure exceptional customer service delivery to… more
- Wells Fargo (Charlotte, NC)
- …growth. The FIST team specializes in meeting the unique needs of High - net - worth individuals and institutional-style investors through fully discretionary ... large book of fixed income portfolios on behalf of High - net - worth clients, trusts, and institutions...and implementation of fixed income management + Work with Client Relationship Group (CRG) partners to provide ongoing service… more
- Bank of America (Charlotte, NC)
- …financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... be an advisor - from acquiring, building and managing client relationships to considering a client 's complex...* Causation Analysis * Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- TD Bank (Charlotte, NC)
- …etc.) + Ensures Investment Management portfolios for all clients (mass, mass affluent, high net worth and institutional) are appropriately constructed to ... The role includes leading as President of TD Private Client Wealth, LLC. TD Bank's Registered Investment Advisor and...TD Securities to ensure product suite architecture meets both client and field needs while mitigating risk and adhering… more
- City National Bank (Charlotte, NC)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... Wealth Strategists, and other colleagues in the development of U/HNW client facing materials and deliverables. The ideal candidate should have experience… more
- Coinbase (Charlotte, NC)
- …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
- Vanguard (Charlotte, NC)
- …Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- US Bank (Charlotte, NC)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client...Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of… more
- Wells Fargo (Charlotte, NC)
- …prospecting and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position ... Home Mortgage programs, rates, policies, underwriting requirements, and loan procedures; maintain high standard of client satisfaction and quality by ensuring… more