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Must have Ultra High Net Worth client experience. 7+ years financial services industry experience. Supporting our clients' wealth management needs on behalf of our clients includes but is not limited to: financial planning, estate planning, investment management, retirement planning, education planning, active trading, banking, insurance, and lending needs.
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Responsible for overseeing tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular emphasis on clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.
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They are targeting the mass affluent, high net worth, and ultra-high net worth clientele. They are looking for someone that already has an established COI network in the Tampa market that is experienced with cultivating relationships and can leverage those relationships as well as the companies existing referrals sources by selling investment and trust services to individuals and families with complex or sensitive financial situations.
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3+ years of experience conducting close protection/executive protection operations for high-net-worth clients/at-risk clients. Collaborate with senior leadership on high-level decisions.
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This is a fantastic opportunity for a Personal Lines Account Manager with experience working with High-Net-Worth clients in California to work remotely. Job DetailsPOSITION SUMMARYThe Personal Lines Account Manager focuses on High-Net-Worth clients, serves as the clients' primary business contact, and is responsible for client satisfaction.
$85,000 a yearRemoteExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Strong network of relationships with institutional investors, private equity firms, and high-net-worth individuals. This is a senior-level position that requires a deep understanding of the financial markets, exceptional networking skills, and a strong background in commercial real estate development.
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This partnership will support Mercer’s efforts to attract new ultra-high net worth clients and families. At least 5 years of successful sales experience in the financial services industrywith demonstrated experience engaging UHNW clients.
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The ideal candidate will possess a minimum of 10 years of experience in trust administration and sophisticated estate planning solutions for high-net-worth individuals and families.
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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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Conduct thorough discovery to understand family dynamics, goals and objectives and current financial situation, becoming the client’s trusted relationship manager. Introduce appropriate opportunities to segment partners, based on their financial goals, including but not limited to Financial Advisor, Wealth Advisor, Home Loan Officer, Small Business Partners, etc.
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In this role, you’ll deepen relationships with your clients by collaborating with peers across banking, lending and investing, helping them with short- and long-term financial goals. Engage with Certified Financial Planners and Financial Advisors to create and analyze the client’s financial plan and strategize on how to present the breadth of Citizens solutions across banking, lending, and partner with the Advisor for investments to help clients reach their financial goals.
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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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As part of this team, you will provide the banking and lending solutions necessary to help clients save and grow their assets in a tax-efficient way, manage debt effectively, secure their income to live the lifestyle they dream of, protect their family for life’s ‘what-ifs’ and prepare them to leave a legacy.
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financial services high net worth jobs Title: accounting manager in Jacksonville, Kansas
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