- The George Washington University (Washington, DC)
- …to empathically meet clients' needs in a manner that provides satisfaction for the client within the resources that can be made available.Ability to work in a team ... remote workers. Familiarity with training others.Familiarity with formal project management . Proven ability to prioritize work, managing multiple, diverse, and… more
- JPMorgan Chase (Washington, DC)
- …to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...This will be done with a consistent focus on relationship management , not portfolio management … more
- Citigroup (Washington, DC)
- …in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such.... Deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the… more
- Truist (Washington, DC)
- …identifying and delivering on client needs 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ... book size $5MM+ in revenue with emphasis on family wealth relationships of tenured partners within LSG client...worth individuals and wealthy families 8. Superior consultative and client management skills with the ability to… more
- M&T Bank (Washington, DC)
- …net worth client segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, ... Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. **Primary… more
- Equitable (Washington, DC)
- Wealth Management Associate - DC, Washington...you with the skills and tools needed for success: client relationship management , product knowledge, ... **Organization** : Equitable Advisors **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We… more
- Citizens (Arlington, VA)
- …development and ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and ... right thing and collaborating with other colleagues. The Private Client Relationship Manager, along with a Private... Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth… more
- Bank of America (Washington, DC)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of...a minimum of $1MM in production + Experience managing client portfolios and driving growth + Proven relationship… more
- TD Bank (Springfield, VA)
- …as well as pro-active contacts + Serves as the primary point of contact for TD Wealth client relationships for MA segment; manages all aspects of the client ... obtain within licensing and registration schedule + Advanced understanding of wealth management business development techniques, products, services and overall… more
- Bank of America (Alexandria, VA)
- …other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life ... Alexandria, Virginia; Fredericksburg, Virginia; Leesburg, Virginia **Job Description:** Merrill Wealth Management is a leading provider of... + Client Management + Client Solutions Advisory + Relationship Building +… more
- Truist (Washington, DC)
- …+ years of fiduciary experience, with a focus on business development and relationship management + Effective communication skills both verbal and written, being ... net worth clients. Participates as part of the broader client facing wealth team to expand existing...fiduciary experience with a focus on business development and relationship management **Truist stands for better** Our… more
- KPMG (Washington, DC)
- …SQL Server, mainframe [z/OS, RACF, Top Secret Security, DB2, IDMS) and Customer Relationship Management packages (IT security, project management , IT ... our people are our number one priority. With a wealth of learning and career development opportunities, a world-class...quality level to communicate findings / recommendations to the client 's senior management team + Ability to… more
- Bank of America (Washington, DC)
- …in navigating loan process * Underwriting excellence with holistic knowledge of the client relationship * Understanding of Private Bank credit product solutions ... experience * Maintains asset quality within the defined Global Wealth and Investment Management risk appetite limits... Building * Active Listening * Business Acumen * Client Management * Customer and Client… more
- Bankers Life (Washington, DC)
- …your career and becoming a Financial Representative, specializing in aiding clients in Wealth Management . Your growth is our success. Uncover your earning ... Protection - Investment & Advisory Services - Trust Services Wealth Management - Retirement Solutions As a...network and prospect for new clients, while demonstrating strong time- management skills. 3. Sociable - Strong relationship … more
- Bank of America (Washington, DC)
- … Client Investments Management + Client Management + Client Solutions Advisory + Relationship Building + Advisory Business Development + Fraud ... prospective clients. In this role you will develop the relationship management skills necessary to operate in...advisors the opportunity to pursue a career within Merrill Wealth Management . Once you have honed your… more
- Truist (Washington, DC)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank's client relationship management (CRM) system. 6. Execute on all ... line of business (LOB) partners, including Commercial Credit and Integrated Relationship Management (IRM) partners. ESSENTIAL DUTIES AND RESPONSIBILITIES… more
- KPMG (Washington, DC)
- …+ Progressive experience leading multi-disciplinary teams and complex projects + Possess strong client service and client management skills, and a ... all KPMG business travel, international and domestic, is currently restricted to client -essential sales/delivery activity only. At some point in the future and with… more
- KPMG (Washington, DC)
- …Advisory practice is currently our fastest growing practice. We are seeing tremendous client demand, and looking forward we don't anticipate that slowing down. In ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- American Humane (Washington, DC)
- …provides day-to-day management of and strategic guidance for the online client relationship management platform (Salesforce Nonprofit Cloud). They will ... all levels and via multiple channels including caging vendor management , online gifts and cashless/3rd party systems, onsite cash...dollars. + Serve as liaison to vendors such as wealth screening, system data appends or address update services.… more
- Truist (Washington, DC)
- …Real Estate, Commercial Community Bank, Business Banking, Small Business Banking, and Wealth Management ) via a cash flow management /working capital ... well as working capital concepts 4. Participates in the development of detailed relationship plans for clients/prospects within assigned client group to identify… more
