- M&T Bank (Wilmington, DE)
- …group of Private Client Advisors and exercises general guidance in the relationship planning process for clients **Primary Responsibilities:** + Leads the client ... relationship team and has overall responsibility for assuring the...related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth… more
- Citigroup (New York, NY)
- …financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance ... the entire continuum of wealth clients. The unified business supports ultra -high-net-worth individuals and family offices through Citi Private Bank, operates in… more
- Truist (Dallas, TX)
- …may change from time to time. 1. Engage with the Wealth Advisor and Investment Manager as a team to provide advice and solutions which meet with client or prospect ... solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra -high net worth families on a wide variety of both financial and… more
- Bank of America (Portland, OR)
- …group of client accounts. Implements policies and programs approved by management. Assists senior manager with major accounts. Works under the direction of ... management or senior portfolio managers. **Job Description:** The Portfolio ...Manager is the investment quarterback of the client relationship and is responsible for evaluating, designing and overseeing… more
- Amazon (Miami, FL)
- …they listen to music including Alexa-enabled devices. Learn more at https://www.amazon.com/music. As a Senior Label Relations Manager US Latin, you will be a key ... million songs in HD and a growing catalog of Ultra HD and Spatial audio. Anyone can listen to...Acquisition, Operations, and International teams. Key job responsibilities The Senior Label Relations Manager US Latin will… more
- JPMorgan Chase (Palm Beach Gardens, FL)
- …skills:** + Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface ... Join our team at JP Morgan Advisors, the ultra -high net worth division of JP Morgan Wealth...to clients' specific needs. As a Client Service Group Manager in JP Morgan Advisors, you will be responsible… more
- US Bank (Milwaukee, WI)
- …team of portfolio managers which invests assets for high-net worth and ultra -high-net worth individuals, trusts, endowments and foundations in a manner consistent ... Portfolio Managers are key participants in securing new client business, with senior level Portfolio Managers often managing the most complex and largest… more
- Wells Fargo (Charlotte, NC)
- …the course of the summer. You will also have the support of a program manager and functional cohort to support you through your intern experience. + **Benefit from a ... to clients. Our bankers and trust specialists are typically part of a relationship -based team and work together to deliver a "white glove" service and best-in-class… more
- Citigroup (Miami, FL)
- …a High School diploma (or foreign equivalent) and 8 years of experience as a Senior Relationship Manager , or related position involving wealth management and ... a Private Banker Principal for its Miami, Florida location. Duties: Identify ultra -high-net-worth prospects and establish contact with them to convert into clients.… more