- Vanguard (Malvern, PA)
- … 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
- M&T Bank (Wilmington, DE)
- …sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- M&T Bank (Wilmington, DE)
- …sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management ... individuals, business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the … more
- Citigroup (Wilmington, DE)
- …serving Affluent, high - net worth (HNW), and ultra- high net worth (UHNW) client segments. + Demonstrated ability to build internal ... the footprint of Branded Cards within Citi's premium bank client segments. The position will be centered on three...existing Cards and Bank assets to better serve our high -value clients, and (3) leveraging key partnerships to create… more
- Citigroup (Wilmington, DE)
- …Affluent, high net worth (HNW), and ultra high net worth (UHNW) client segments. + Demonstrated ability to build internal relationships with ... our brand promise. This individual is responsible for ensuring that every premium client interaction - across products, services, and channels - reflects a seamless,… more
- M&T Bank (Wilmington, DE)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... by business) and/or complex clients. Serves as point of contact for client regarding routine daily administration. Maintains daily contact with clients to address… more
- M&T Bank (Wilmington, DE)
- …aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. Supports less experienced ... business) and/or highly complex clients. Serves as point of contact for client regarding daily administration. Maintains daily contact with clients to address… more
- Citizens (Wilmington, DE)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough discoveries to understand a client… more
- City National Bank (Wilmington, DE)
- …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
- Vanguard (Malvern, PA)
- …opportunity for a Financial Consultant who will manage a sales Book of Business of High Net Worth (HNW) self-directed clients who have sales opportunity ... wallet propensity. You will drive business growth and add client value by implementing an effective client ...the advantages and disadvantages of alternative investments available to high net worth investors. Identifies… more
- Vanguard (Malvern, PA)
- Vanguard's Advice and Wealth Management division serves our advised direct investors, and all high net worth and ultra- high net worth investors ... We believe our mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee experience. more
- City National Bank (Wilmington, DE)
- …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
- Vanguard (Malvern, PA)
- …the needs, motivations, and dynamics of Institutional investors, Financial Advisors, and Hight Net Worth Personal Investors are critical for success in this ... of Investment Product Marketing will need to have a high level of data fluency to analyze metrics and...mission-driven and highly collaborative culture is a critical enabler to support long-term client outcomes and enrich the employee… more