- Sutherland Global Services (Hartford, CT)
- …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 (Greenwich, CT)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary… more
- Citizens (Branford, CT)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- Guardian Life (Hartford, CT)
- …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
- Citigroup (Cos Cob, CT)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...to gain incremental wallet share of the affluent and High Net Worth segment through...wallet share of the affluent and High Net Worth segment through the use of… more
- M&T Bank (West Hartford, CT)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- US Bank (Greenwich, CT)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...to business need. Job postings in areas with a high volume of applicants, such as customer service, contact… more
- Bank of America (Greenwich, CT)
- …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
- Bank of America (East Haven, CT)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Trainee: East Haven Financial Center East Haven, Connecticut **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth … more
- JPMorgan Chase (Riverside, CT)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team and ... shaping the future of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client Associate within the… more
- Citizens (Clinton, CT)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- JPMorgan Chase (Riverside, CT)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team and ... of client service, and make your mark by delivering high -quality support and innovative financial solutions. As a Client...Advisors and their clients, ensuring a seamless and personalized wealth management experience. You will be part of a… more