- 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
- M&T Bank (Wilmington, DE)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive,… more
- M&T Bank (Wilmington, DE)
- …3 years' sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive,… 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
- City National Bank (Newark, DE)
- …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
- City National Bank (Newark, DE)
- …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