- Vanguard (Malvern, PA)
- …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
- KeyBank (Plymouth Meeting, PA)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- Vanguard (Malvern, PA)
- …Advice and Wealth Management division serves our advised direct investors, and all high net worth and ultra - high net worth investors (both ... advised and self-directed). Advice and Wealth Management are among the fastest growing offers in a large and growing industry segment, reflecting clients' desire for more help. To keep up with this demand and maximize the value we deliver to our clients,… more