- Citigroup (Florence, KY)
- …individuals and family offices through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and ... + Effective communication, written and presentation skills. + Strong people and relationship management skills with the ability to influence others and foster a… more
- Citizens (Johnston, RI)
- …Education, Certifications and/or Other Professional Credentials + Experience working with high - net - worth individuals and/or relationship managers ... relationship management, which includes developing and maintaining strong relationships with ultra- high net worth clients and providing top tier service… more
- Citigroup (Queens, NY)
- …individuals and family offices through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and ... use of computer assisted assessment tools and techniques to drive high efficiency and effectiveness in testing, monitoring, and surveillance processes.… more
- Citigroup (Fort Lauderdale, FL)
- …individuals and family offices through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold and ... monitor, control and report material aggregate risks. We're currently looking for a high caliber professional to join our team as **Vice President, New Activity Risk… more
- TD Bank (White Plains, NY)
- …serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager II will serve as the central point ... of Business:** TD Wealth **Job Description:** The Private Client Relationship Manager II (RM) is a high -touch...of contact for HNW clients across banking lending and High Net Worth Investing with… more
- Edward Jones (Tempe, AZ)
- …experience through an ongoing relationship . In addition, the Senior Planner leverages the High Net Worth (HNW) team and other internal home office ... serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth… more
- HUB International (Miami, FL)
- As a HUB Personal Lines High Net Worth Producer, you will prospect for business based on your local networks, connections, and communities and focus to ... develop client and referral opportunities in our High Net Worth - Private...to closure + Retaining clients by maintaining solid business-to-business relationship + Cross sell various products as well as… more
- Charles Schwab (Phoenix, AZ)
- …created a department of best-in-class talent that will service the lending needs of Ultra High Net Worth (UHNW) clients through our branch network or who ... enhanced bank lending capabilities continue to compliment the broader relationship . This is an opportunity to grow with us...mortgage industry + 5+ years of comprehensive industry and high net worth client solution… more
- Edward Jones (Scottsdale, AZ)
- …role and serving clients? If you answered yes to these questions, joining the Edward Jones High Net Worth team could be the right opportunity for you! Wealth ... dedicated, and ongoing expert level consultations that meet the needs of our high - net - worth clients based on client objectives, risk profile, account… more
- Citigroup (Jersey City, NJ)
- …individuals and family offices through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and ... use of computer assisted assessment tools and techniques to drive high efficiency and effectiveness in testing, monitoring, and surveillance processes.… more
- Truist (Naples, FL)
- …products and services 2. Marketing: a. Develop marketing plan and strategy with Relationship Executives and coordinate with same to obtain the best coverage terms ... and pricing for the client. 3. Customer Service: a. Deliver timely advice and professional counsel, and ensure marketing, service and claims teams are meeting the client's needs. b. Collect premiums and fees billed, if applicable 4. Corporate Citizenship: a.… more
- Truist (Dallas, TX)
- …of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net worth ... a broad range of wealth products and services to high net worth individuals. Following... relationship management skills previously demonstrated in the high net worth marketplace *… more
- Bank of America (Southlake, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (Lubbock, TX)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... prospective clients. In this role you will develop the relationship management skills necessary to operate in an Elite...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citigroup (Stamford, CT)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Citigroup (Queens, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- International Rescue Committee (Oakland, CA)
- …Responsibilities: * Grow and manage a sizable portfolio of high - net - worth individuals by moving the IRC's relationship with each through cultivation, ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within the...* Oversee a portfolio of high - net - worth individuals by moving the IRC's relationship … more
- International Rescue Committee (Oakland, CA)
- …Major Responsibilities: * Manage a dynamic portfolio of 75-100 high - net - worth individuals by moving the IRC's relationship with each through cultivation, ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within...Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior… more
- Citizens (Westerly, RI)
- …Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners(R), create ... ongoing practice management support. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent...Manager, you will engage directly with our affluent and high - net - worth clients to exceed their… more
- CIBC (New York, NY)
- …services to provide "best in class" service and overall relationship management to high net worth clients. + Support business development efforts and ... service; and to grow the business within a targeted high net worth client group...sufficient to provide expert advice on complex, unique and high value relationships + Well developed relationship … more