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Online Resumes with "high net worth clientele"
To be able to draft estate planning doucments and assist with estate administration work for high net worth clientele.
I have many years of interacting with high net worth executives and clients in a fast paced environment, as well as the ability to work independently and handle confidential matters discreetly. With an excellent telephone manner, very positive personality and a professional demeanor, I have the ability to manage an office environment including routine office support duties, teams of up to 20 or more members, and intricatel...
With my diverse business and investment background I have a demonstrated ability to facilitate confidence with a high net worth clientele, creatively developing new relationships and most importantly retaining and perpetuating the most valuable asset, the company’s exiting clients. I feel I would be a good fit by incorporating excellent interpersonal skills and a team fostering approach with any financial service firm. Als...
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...
Dynamic and results-oriented professional with a successful track record in the residential lending industry seeks a new opportunity. Articulate and persuasive in resolving difficult situations. Specialized in handling high net worth clientele. Consistently meets and exceeds corporate sales goals, while also building and maintaining client relationships to ensure customer loyalty and repeat/referral business. Always looki...
EXPERIENCED FINANCIAL SERVICES AND STRATEGIC DEVELOPMENT PROFESSIONAL Strong and broad skill base encompassing Fundraising, Business Planning, Business Development, Investment Assessment, and Wealth Management. Ability to develop and implement strategic marketing plans to increase firm visibility, support brand development, and facilitate social media campaigns. High community visibility to support growth goals, develop st...
To work with a firm who can be open minded to a manager's way of mentoring. Who appreciates someone with over 20 years of experience can work well with other's and get the job done. I want to give back and at the same time keep on learning.
Over twenty years of senior management experience and new business development in corporate banking, commercial and residential real estate underwriting and lending, mortgage origination/platform development, portfolio acquisition, asset management, regulatory, compliance, and builder finance industries. • A proven track record of new business development through direct contact with high net worth clientele and senior manag...