- 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
- 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
- Truist (Charlotte, NC)
- …a growing national franchise with High Net Worth or Ultra High Net Worth clients within the Truist Wealth Advisory segment (average client ... relationship in excess of $25MM AUM) or Specialty business clients, such as Medical Practices or Law Firms, with an average revenue size of $50MM. The Wealth Credit Portfolio Manager will handle all loan requests above $10MM but some requests could be in… 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