Director, Client Strategist

-high net worth individuals primarily through face-to-face meetings and networking with various sources by way of direct... records in the Wealth Management industry. Successful candidates must have experience working with ultra-high net worth...

Lugar: San Francisco, CA | 23/10/2024 23:10:50 PM | Salario: S/. $128200 - 250000 per year | Empresa: BNY Mellon

Wealth Manager

of experienced wealth management professionals provides customized solutions for a diverse client base that includes high-net-worth... new business Experience with high net worth and ultra high net worth clients...

Lugar: Syosset, NY | 01/11/2024 18:11:27 PM | Salario: S/. $46000 - 250000 per year