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Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees.
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About Rockefeller Capital Management Rockefeller Capital Management is a leading independent financial advisory firm – providing wealth management, asset management, and strategic advisory services to ultra- and high-net-worth individuals, families, businesses, and institutions.
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Demonstrated ability to forge and nurture meaningful relationships with high-net-worth and ultra-high-net-worth individuals to support an organization's goals and objectives.
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Our client in the retail space is seeking a detail-oriented Digital Asset Manager to oversee their global asset management system, coordinate photo shoots, and manage retouching processes.
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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Founded in 1978 by 3-time Presidential appointee, Gavin de Becker, our firms Protectors, Analysts, and Investigators are committed to our mission of protecting human life through the assessment, prediction, and management of violence.
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With over $20 billion in assets under management, Spectrum manages portfolios of preferred and capital securities for an international universe of corporate, pension fund; insurance and endowment clients; open-end and closed-end mutual funds domiciled in the United States, Ireland and Japan, and separately managed account programs for high net worth individual investors sponsored by a variety of broker-dealers.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners, create the Citizens Private Client team.
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As a Private Client Relationship Manager, you will be responsible for acquiring, broadening, deepening and retaining affluent and high-net-worth relationships. As a Citizens Private Client Relationship Manager, you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing and collaborating with other colleagues.
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They provide a tailored expertise to a defined book of affluent and high-net-worth clients. Provide regular, value-added engagement with clients of the Private Client Group: high-touch, face-to-face or virtual meetings, consistent communication, access to financial education materials, etc.
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Survey and prepare (advance) locations prior to arrival of client. Plan shift schedules and make adjustments based on client needs and approved Protector requests. Collaborate with senior leadership on high-level decisions.
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Within Citizens Wealth Management, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development and ongoing practice management support.
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You will do this by proactively engaging these clients on a regular basis in deep discovery conversations and delivering a best-in-class client experience. We do this through our distinguished client-centric culture, having a mindset of continuous improvement and always enhancing our excellent capabilities.
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Demonstrated success in a client-centric, proactive sales environment. Success in new client acquisition, cultivating and maintaining relationships through exceptional service, and revenue generation, including but not limited to: Planning/banking/lending product referrals and sales and investment referrals.
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Leverage Salesforce CRM tool to document client interactions in detail. Acquire qualified, new-to-wealth relationships through leads and by developing internal and external referral sources to introduce to the Private Client value proposition.
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As part of the Core Banking Division, Citizens Private Client provides personalized, world class financial planning and advice to help clients achieve their financial goals. Leading with financial planning requires you to offer our full value proposition and allows the client to utilize those personalized financial solutions that address their specific financial needs.
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client high net worth asset management jobs Company: Bny Mellon
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