- Sutherland Global Services (Washington, DC)
- …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
- Truist (Mclean, VA)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- Citigroup (Washington, DC)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- Guardian Life (Washington, DC)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Truist (Washington, DC)
- …client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra- high net worth ... America) **Please review the following job description:** A Legal Wealth Advisor 3 is responsible for origination and on-going...Act 6. Proven success in the acquisition of new high net worth & ultra-… more
- Grant Thornton (Arlington, VA)
- …complex tax returns and provide income, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients - ... As the Private Wealth Services Tax Manager, you'll conduct primary and...+ Providing tax planning and consulting to our firm's high net worth clients for… more
- HUB International (Rockville, MD)
- …team goals and ad hoc reporting requests from the team + Prepare various reports for high net - worth clients + Assist with office wide projects + Use ... property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. In addition to winning the Gold… more
- Citigroup (Washington, DC)
- The Wealth Relationship Manager SAFE Act is a seasoned...to gain incremental wallet share of the affluent and High Net Worth segment through ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank of America (Alexandria, VA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- CIBC (Washington, DC)
- …a **Senior Relationship Manager** , you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + **Expand your portfolio:** Acquire new high - net - worth clients with complex financial needs by engaging… more
- CIBC (Washington, DC)
- …years of experience developing and managing lending, deposit & asset management relationships with high net worth clients. + You have demonstrated experience ... trust solutions. + Ability to foster and maintain Private Wealth relationships with high level of competency....and suite of investment, trust and banking solutions to high net worth individuals, families… more
- Robert Half Legal (Washington, DC)
- …ensuring all information is up-to-date and easily accessible. * Assist attorneys in managing high net worth matters, providing necessary support as required. ... opportunity for a Legal Support professional in the private wealth management space, based in Washington, District of Columbia....firm partner, with a focus on estate planning for high - net - worth families. This position requires… more
- City National Bank (Washington, DC)
- …* Minimum 10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and ... planning capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit, and all other appropriate services....Strong understanding of all products and services applicable to high net worth clients. *… more
- Bank of America (Bethesda, MD)
- …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
- M&T Bank (Annapolis, MD)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Cherry Bekaert (Rockville, MD)
- …of complex individual and partnership returns + Build and serving our partnerships and high net - worth individuals with estate, gift and trust tax planning ... accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management. For more details, visit cbh.com/disclosure . Cherry Bekaert… more