- Sutherland Global Services (Atlanta, GA)
- …your career development and work-life balance will be supported. We are now seeking a High Net Worth Wealth Management Business Underwriter to become ... the program guideline requirements. Specifically, this will include performing high quality jumbo residential mortgage file analysis, confirming the calculations… more
- Truist (Atlanta, GA)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... integrated delivery of a broad range of wealth products and services to high net worth individuals. Following is a summary of the essential functions for… more
- Guardian Life (Atlanta, GA)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park Avenue ... be responsible for growing sales of Park Avenue Securities High Net Worth solutions by...timely activity tracking. + Closely work with Western Territory Wealth Management teams to identify HNW opportunities within the… more
- Truist (Atlanta, GA)
- …team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra- high net worth , ... Wealth 's expectation for growth and profitability in the high net worth client segment...previously demonstrated in wealth management in the high net worth marketplace *… more
- Truist (Atlanta, GA)
- …with Wealth Advisors to recommend highly customized, complex credit strategies to meet the needs of high net worth and ultra- high net worth ... and credit advisory solutions while ensuring a seamless end-end experience for wealth clients and prospects. Lending Advisors are responsible for achieving credit… more
- Truist (Atlanta, GA)
- …legal, financial planning and investment trends and general market and business issues impacting High Net Worth clients. Serve as a personal financial ... States of America) **Please review the following job description:** The Wealth Private Advisors primary responsibility is to deepen client relationships around… more
- US Bank (Atlanta, GA)
- …- Eight or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** - Requires established network ... at-all from Day One. **Job Description** US Bank Private Wealth Management (PWM) helps clients identify and achieve their...to business need. Job postings in areas with a high volume of applicants, such as customer service, contact… more
- Regions Bank (Atlanta, GA)
- …and maintains a portfolio of client relationships within the defined affluent and high net worth market segments utilizing unbiased, consultative advisory ... experience preferably in commercial or consumer banking, trust investment or wealth management + Or High School Diploma or GED and eleven (11) years of financial… more
- Bank OZK (Atlanta, GA)
- …accounting, or commensurate work experience, required. + 5 +years of work experience in high - net - worth sales, or related business development experience in a ... Bank partners to position the value of Trust and Wealth capabilities. + Creates market-wide business development plan in...as a representative of the Bank. + Ensures a high level of customer service is established and maintained.… more
- Bank of America (Duluth, GA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Georgia; Rome, Georgia; Peachtree City, Georgia **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Atlanta, GA)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- CIBC (Atlanta, GA)
- …years of experience developing and managing lending, deposit & asset management relationships with high net worth clients. + You have demonstrated experience ... trust solutions. + Ability to foster and maintain Private Wealth relationships with high level of competency....and suite of investment, trust and banking solutions to high net worth individuals, families… more
- Robert Half Legal (Atlanta, GA)
- …primarily be involved in estate planning and wealth transfer services, working closely with high - net - worth clients. The role is a part of a dynamic team ... years of professional related experience * Experience in client interfacing with high - net - worth individuals * Exceptional communication and interpersonal… more
- CIBC (Atlanta, GA)
- …developing plans to overcome and looking for ways to improve + Interfacing with High Net Worth Clients and their intermediaries and external Advisors, ... letters, Crummey letters) + Assist clients with CIBC Private Wealth Investor Dashboard + Manage clients' quarterly tax payments...the ability to use these skills to communicate with high net worth clients, intermediaries… more
- CIBC (Atlanta, GA)
- …Service Associate, you will provide day-to-day administrative support for a variety of high net worth client accounts (revocable and irrevocable trusts, ... to the following: + Assist clients with CIBC Private Wealth Investor Dashboard + Input all cash processing functions...the ability to use these skills to communicate with high net worth clients, intermediaries… more
- Bank of America (Atlanta, GA)
- …for servicing existing client assets and assisting with the prospecting of high - net - worth and institutional investors. **Responsibilities:** * Developing a ... + Wealth Planning + Referral Identification **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st… more