- Vanguard (Scottsdale, AZ)
- …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
- US Bank (Scottsdale, AZ)
- …work experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities Preferred Skills/Experience - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- Capital One (Phoenix, AZ)
- …Strong analytical skills and extremely strong attention to detail + Experience working with ultra high net worth individuals + Entrepreneurial, ... of human experts and the convenience of the latest interfaces to help high -performance people actualize the full potential of their lives. It's concierge, reimagined… more
- US Bank (Scottsdale, AZ)
- …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
- City National Bank (Phoenix, AZ)
- …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