- M&T Bank (Buffalo, NY)
- **Overview:** Provides administrative and sales support to Registered Representatives (Financial Advisors) to a designated branch and/or region. **Primary ... prospective clients to support follow-up activities with required servicing. + Support sales process by participating in preparing, planning and executing sales… more
- BMO Financial Group (Orinda, CA)
- …63, Life and Health** _The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes ... next._ A BMO Senior Premier Relationship Manager is charged with managing and...with managing and growing an assigned portfolio of mass affluent clients. Each RM partners with multiple branch locations… more
- Wells Fargo (Seattle, WA)
- …career" in the US Join us! **About this role:** Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of ... (https://www.wellsfargojobs.com/career-areas/) . Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition… more
- City National Bank (West Hollywood, CA)
- …line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market . Interact with ... *FINANCIAL ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior...work in tandem with an assigned SFA to provide sales and client and colleague service support coverage. The… more
- Regions Bank (Cornelius, NC)
- …the careers section of the system. **Job Description:** At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects ... a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth… more
- JPMorgan Chase (Wilmington, DE)
- …Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase ... excellent communication and execution skills, and experience in financial services/banking and/or sales are essential. The ability to adapt and remain flexible in a… more
- Truist (Philadelphia, PA)
- …and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a ... the community * Expected to be the expert level " market moving" advisor with ability to handle the most...met where needed * 8 or more years of sales and client management experience in Wealth Management and… more
- First Horizon Bank (Tampa, FL)
- …and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a ... the community. + Expected to be the expert level " market moving" advisor with ability to handle the most...met where needed. + 5 or more years of sales and client management experience in Wealth Management and… more
- Citigroup (Los Angeles, CA)
- …individuals 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 ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...and gain introductions to potential clients which generate new sales . + Close the deal, making concessions that are… more