- Sutherland Global Services (Annapolis, MD)
- …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
- 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 (Annapolis, MD)
- …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 (Baltimore, MD)
- …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
- 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
- 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 (Annapolis, 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
- Bank of America (Washington, DC)
- …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
- Morgan Stanley (Columbia, MD)
- …Branch Manager. DUT IES and RESPONSIBILITIES: Pr oduction-Related . Build a client base of high net worth households by prospecting and developing new client ... efforts; able to "translate" competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a...corporate marketing initiatives to help increase market share in High Net Worth households. Te… more
- Truist (Baltimore, MD)
- …personal trust administration to a challenging and sensitive portfolio of affluent and ultra- high net - worth clients. Provide administrative support to Trust ... team (Advisors, Planners, etc.) to render an extraordinarily high level of service to our Wealth ...extraordinarily high level of service to our Wealth Clients. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a… more
- Citizens (Washington, DC)
- …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