Our client is an award-winning multi-state bank that is expanding its presence in the local market and is dedicated to serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. With a strong commitment to excellence, they are building a team of top-tier professionals to deliver personalized wealth management and trust services.
The Opportunity
We are seeking a Senior Wealth Strategist to play a pivotal role in managing the bank’s rapidly expanding HNW and UHNW client segment. This position offers the chance to work directly with elite clients, providing highly personalized financial strategies tailored to their unique needs.
Key Responsibilities
Ideal Candidate Profile
Education and Experience
...Initiate employees Electronic Questionnaire for Investigations Processing(e-QIP) or successor system; ensure... ...experience adjudicating personnel security background investigations for eligibility and suitability for federal government employment Must be detailed oriented...
...Are you passionate about designing landscapes that seamlessly blend functionality, sustainability, and beauty? We are seeking a Full... ...design intent aligns with execution. Staying up to date with industry trends and emerging technologies in landscape architecture....
...the fitouts of shop windows and interiors at all area locations, sharing and implementing the guidelines defined by the Visual Merchandising Office, in compliance with the highest qualitative standards, the brand image and the Company products, with the purpose of increasing...
We have partnered with a internationally respected, sell side finance firm to help build out a new backend tech team. If you're interested in working in this verticle, with a flexible hybrid model, please see requirements below. Unfortunately, no sponsorship is available...
...Program as approved by DFS, as necessary. Posts workshops, hospital in-service or continuing education classes pertinent to staff... ...the North Carolina Board of Nursing. Five years of nursing experience in a long term care setting, and/or nursing education experience...