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Were you looking for ultra-high-net-worth-clients job results?
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Online Resumes with "ultra high net worth clients"
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
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.
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
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
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
