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Online Resumes with "high net worth "



Fortune 500 experience - Key Bank-high net worth clients

To use my skill, education and experiene to benefit others in the health and wellness field or banking or customer service. Very reliable,professional and driven - high performer

Tags for this Online Resume: experienced, sales, professional, customer service, excellent communication skills, insurance

Regional Operations and Sales Manager, Central Florida

Detail-oriented, goal-driven, and accomplished professional, offering extensive experience in franchise sales and development, operations management, and marketing. Equipped with proven record of performing above expectations while adapting to any stressful situations without compromising the quality of products and services. Highly capable of establishing a network of high-net-worth individuals as well as successfully comp...

Tags for this Online Resume: Regional Sales Manager, Regional Operations Manager, Regional Manager, Franchise Sales Manager, Franchise Operations Manager

Assistant Vice President

working with high net worth individuals and family groups in setting investment strategies, implementing asset allocations, rebalancing each client’s portfolio and implementing strategy changes.

Tags for this Online Resume: Wealth , Private Banker, Advisor, Consultant, Fianancial, Investment

Advertising Sales Agent

Sovereign Bank, North Andover, MA April 2004-present Financial Relationship Specialist · Manages a portfolio of the top 248 high net worth customers · Sells a full array of both traditional and non-traditional business and personal banking products, including:checking, savings, IRAs, loans and lines · Works with other branches to help them develop effective sales campaigns · Trains new staff on policies and procedures...

Relationship Manager

Seeking a challenging position in the Relation Banking area where my experience and expertise can be used in servicing high net worth clients to maximize profitability for the corporation.

Relationship Manager - Personal/Corporate including Private Banking

Provide outstanding wealth management services to high net-worth clients.

Tags for this Online Resume: Private Banking, Personal Trust Administration, Corporate Trust Administration, AML, KYC, Asset Management Solutions

Sales Executive, Chicago

JASON NEAGU 1830 N. Winchester Chicago, IL 60622 Telephone: (312) 925-5456 E-mail: jasonneagu@hotmail.com Dear Hiring Executive: I would like to express my interest in contributing to your organization as a multi-talented sales professional with a specialty in luxury goods and high net-worth clients. Please find my resume enclosed; it will inform you of my diverse abilities, qualifications, and strengths. ...

Tags for this Online Resume: Sales Management, Business development, account executive, relationship manager, sales executive

Featured Profile

Finance Services Manager: Banking Sector

Resourceful professional with exceptional track record in wealth management and retail services. Well versed in operations and business management, as well as motivating, mentoring, and coaching staff on optimal sales strategies, compliance requirements, and strong customer service. Highly proficient in cultivating productive relationships with internal and external stakeholder groups, and building talented, high performing...

Ideal Companies: JPMorgan Chase, Bank United, BB&T, Regions Bank

Tags for this Online Resume: Business Support Manager, Client Services Manager, Branch Manager, Bank Manager

CPA & Financial Planner

To find a position that will provide the opportunity

Tags for this Online Resume: Financial Planner, CPA, Financial Planning, Wealth Management, Wealth Manager, Tax, Public Accounting, High Net Worth Clients, Tax Planning

Investment Analyst, Boston

Tags for this Online Resume: Sales , Trading, Investments, wealth management, high net worth, analyst, associate, asset management

Young Professional Administrator

I am highly motivated, energetic, positive and a quick learner. I am a people person and love a good challenge.

Ideal Companies: Wells Fargo, Microsoft, Kaiser, McGraw Hill, State Farm

Tags for this Online Resume: Administration, Banking, Customer Service, Credit, Finance

General Manager

My goal is to run my own private company or a division of a larger private company. My professional experience is in sales and marketing to high net worth individuals. Most recently I have added experience in manufacturing operations, employee relations and hiring. I have an accounting background with experience in budget, P&L responsibility, and cash management. My true talents are customer experience and service, projec...

Ideal Companies: Wellpoint, Chevron, Intuit, Adobe, Autodesk, University of California Berkeley, Google,