- Sutherland Global Services (Phoenix, AZ)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Bankers Trust (Phoenix, AZ)
- …the Business Record. Job Summary: The Private Client Wealth Advisor III will work with high - net worth investors, and ultra- high - net worth ... Private Client Wealth Advisor III Location Phoenix, AZ # of...client opportunities . Oversees a select book of developed High Net Worth customer relationships… more
- Bank of America (Gilbert, AZ)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bankers Trust (Scottsdale, AZ)
- …and prospective clients, specializing in specific industries to cater to a higher net worth client base. Analyzes each client's needs and develops creative ... the Private Banking Officer I, II & III levels and continually increases the average net worth of portfolio clients . Participates in the creation of new… more
- Bank of America (Scottsdale, AZ)
- … transfer * 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience ... + Develops an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with… more