- Truist (Raleigh, NC)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- First Horizon Bank (Raleigh, NC)
- …Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will ... and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners...portfolio of high net and ultra- high net worth clients with… more
- Deloitte (Raleigh, NC)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more