- Vanguard (Malvern, PA)
- …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
- Wells Fargo (Wilmington, DE)
- …trust and agency account administration for high - net worth and ultra - high net worth clients of Wells Fargo Wealth and Investment Management ... Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth individuals and… more
- Vanguard (Malvern, PA)
- …department. Duties and Responsibilities + Proactively identify and pursue new business opportunities with Ultra High Net Worth individuals and families. ... presentation, and negotiation skills. + Ability to build trust and rapport with Ultra High Net Worth clients. Special Factors Travel required. Vanguard… more
- City National Bank (Newark, DE)
- …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
- M&T Bank (Wilmington, DE)
- …3 years' sales experience in the high net worth and ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive,… more
- M&T Bank (Wilmington, DE)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#wealthmanagement \#wilmingtontrust M&T Bank is committed to fair, competitive,… more
- City National Bank (Newark, DE)
- …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