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Online Resumes with "Ultra High Net Worth"



Banking and Lending Director - Ultra High Net Worth Commercial

Mutual Funds/Alternative Investment Operations Specialist

Provide top tier operational support to ultra high net worth client segment. Establish and maintain a team focused environment that centers on client goals and while ensuring profitable revenue streams for the underlying success of the organization.

Tags for this Online Resume: mutual funds, alternative investments, client onboarding, asset transfer, operations, private banking

Featured Profile

Financial Planner

Tags for this Online Resume: CFP, Private Banking, Middle Market Corporate, Wealth Management, Ultra-High Net Worth, High Net Worth

Senior Relationship Manager, 17 years experience handling portfolios of international clients EMEA

I am a Senior Relationship Manager who has 17 years experience in handling portfolios of ultra high net worth clients from Europe, Middle East and Africa. Fluent in Arabic and French.

Financial Specialist - 18 Years of Experience - Near 33028

To Whom It May Concern: I am a bilingual, economics educated, goal-driven ex Head of Sales and Trading, Bank Portfolio Manager, and Investment Advisory with greater than 18 years of institutional and ultra-high-net-worth experience on both the buy and sell side. With my many years of on the job experience I have achieved a remarkable in-depth and diverse understanding in NYC trading floors (NYSE, COMEX, and CBOE); com...

Financial Manager, Branch or Department - 20 Years of Experience - Near NJ

Senior Portfolio Manager with excellent record of managing and working with ultra and high net worth wealth management relationships

Tags for this Online Resume: Private Client, Wealth Management, Investment Consultant

Paralegal - 10 Years of Experience - Near 91001

Energetic and highly motivated professional with strategic and detailed understanding of financial markets, investments, trust management, legal matters, legal research, legal writing and business development. Keen ability to cultivate, develop, and manage client relationships. Extensive experience managing and working with High Net-Worth and Ultra High Net Worth clients and businesses. Excellent interpersonal, analyti...

Tags for this Online Resume: Accounting, Paralega, Legal Research, Project Manager, Asset Liability Management, Bank Deposits, Deposits, Financial, Management, Planning, Policies and Procedures, Project Management, development

Featured Profile

Financial Executive and Relationship Manager with outstanding record of success in working collaboratively across organizations and teams.

I wish to align with a company passionate about diversity in the workplace and client-centric approaches that are innovative and inclusive. I wish to bring my 17+ years experience in the finance industry to a firm committed to making a difference in client's and employee's lives.

Ideal Companies: Wells Fargo, lululemon athletica, Amazon, ADP

Tags for this Online Resume: Financial Services, Services, Financial, Management, Consulting, Diversity, Referrals, Banking Industry, Book of business, Deposits, sales, outside sales, relationship management, change management, project manager, dynamic communicator

Financial Specialist - 11 Years of Experience - Near 07630

Profile Offers more than 15 years of experience overseeing operations and client relations functions for both small and large financial services firms. Possesses diverse knowledge of wealth management, including ultra-high net worth individuals and separately managed accounts. Recognized throughout career as a highly motivated, detail-oriented self-starter with strong organizational and analytical skills. Dynamic team playe...

Tags for this Online Resume: Security, Bloomberg, Compliance, Due Diligence, Investment Management, Management, SEC, Securities and Exchange Commission (SEC), Account Management, Accounting, finance, excel, managed accounts, client services, compliance

Executive Vice President - 20 Years of Experience - Near 33131

hired Invested in several start-up biotech companies in the US. From inception to commercialization of certain novel OTC products to prevent the spread of infection. as the manager for Latin America. This was a new business initiative for DLJ. I was brought in to build the international platform for the firm. In addition to managing my ultra high-net worth clients my primary responsibilities were: Set up new swiss banking o...

Tags for this Online Resume: Recruiting, Banking Industry, Investment Banking, Investment Management, Management, Wealth Management, Asset Management, Banking Operations