- Vanguard (Charlotte, NC)
- …client needs and share insights with Relationship Managers. + Deliver high -quality, efficient service while anticipating client needs and offering proactive ... solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous service improvement with the business. + Build expertise in Vanguard products, services, and industry trends to… more
- Vanguard (Charlotte, NC)
- …Managers! In this role, you'll manage a book of business composed of self-directed ultra - high - net - worth clients, each holding between $5-25 million in ... Core Responsibilities 1. Act as the primary point of contact for self-directed ultra - high - net - worth clients within your book of business, delivering a… more
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- City National Bank (Charlotte, NC)
- …ESCALATION MANAGER* WHAT IS THE OPPORTUNITY? CNB currently has a client set that are ultra - high net worth clients that will require additional white ... executive level presentations and reporting * 5 years of experience working with high - net worth clients * Excellent leadership and written and verbal… more
- Wells Fargo (Charlotte, NC)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management + Demonstrate a high level of organizational skills, including time and priority… more
- Truist (Charlotte, NC)
- …to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra - high net worth clients and prospects. ... The Lending Advisor is an active member of the client relationship team, providing loan structure and credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving credit… more
- Wells Fargo (Charlotte, NC)
- …States **Desired Qualifications:** + Experience as a practicing attorney supporting Trust Services products for high net worth / ultra - high net ... worth clients + Experience advising on bank fiduciary activities under Regulation 9 and defending fiduciary related claims + Proven collaboration skills with the ability to interface with regulators, internal regulatory relation stakeholders, legal subject… more
- US Bank (Charlotte, NC)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires ... the Code of Ethics and Business Conduct and related workplace conduct and safety policies. **Posting may be closed earlier due to high volume of applicants.** more
- Vanguard (Charlotte, NC)
- …Advice and Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- Wells Fargo (Charlotte, NC)
- …trust specialists collaborate to offer best-in-class products and "white glove" service to our ultra - and high - net - worth clients. + **Client Relationship ... Office (Word, Excel, Outlook, and PowerPoint) skills + Strong analytical skills with high attention to detail and accuracy + Proven ability to work independently and… more
- City National Bank (Charlotte, NC)
- …financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + ... investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial… more