- Bank of America (Washington, DC)
- Ultra High Net Worth Portfolio Strategist Washington, District of Columbia **Job Description:** At Bank of America, we are guided by a common purpose to ... role supporting Financial Advisors + Self-motivated, adaptive, positive attitude and high energy are a must. + Bachelor's degree or equivalent experience.… more
- Truist (Mclean, VA)
- …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
- Citigroup (Washington, DC)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Bank of America (Washington, DC)
- …to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. Responsibilities: * Leads the growth of ... funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
- Wells Fargo (Washington, DC)
- …industry research conferences + Collaborate with WIM leadership and provide counsel on events for ultra - high net worth clients + Lead planning efforts ... for large and/or complex multi-day meetings, events, and conferences + Develop innovative end to end event strategies that deliver results and cost efficiencies + Implement and execute project plans, including the sequencing, and timing of key initiatives +… more
- Robert Half Legal (Vienna, VA)
- …Attorney with a strong background in tax and estate planning to support high - net - worth families. This role involves crafting sophisticated strategies for ... * Develop and implement comprehensive tax and estate planning strategies tailored to high - net - worth clients. * Provide expert guidance on trust and… more