- Sutherland Global Services (Providence, RI)
- …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
- Citizens (Stow, MA)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- Guardian Life (Providence, RI)
- …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
- Bank of America (Worcester, MA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- Bank of America (Providence, RI)
- …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
- Citizens (North Smithfield, RI)
- …wealth management or other relevant equivalent experience. + Experience working with affluent and high net worth clients. + A minimum of two licenses ... (PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their...events, financial triggers, and other insights. + Provide exceptional, high -tough client experiences. + Engage Wealth Advisors… more
- Citizens (Cumberland, RI)
- … wealth management or other relevant equivalent experience. Experience working with affluent and high net worth clients. A minimum of two licenses are ... (PCRM), you will engage directly with our affluent and high - net - worth clients to exceed their...life events, financial triggers, and other insights. Provide exceptional, high -tough client experiences. Engage Wealth Advisors and… more
- M&T Bank (Worcester, MA)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Citizens (Johnston, RI)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more