- Citigroup, Inc. (New York, NY)
- …of experience Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams ... and transactions / Demonstrated track record in relationship selling Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. Education: Bachelor's/University degree, Master's degree preferred… more
- Avior Executive Search (New York, NY)
- …only about a year old they have over 15B AUM and growing. The founder is a UHNW baking veteran that was asked by his clients to launch his own firm and tare backing ... you can be based anywhere as well 5) Must have an existing portffolio or network of UHNW clients with an average size of 25M and above Can be based in New York,… more
- Citigroup, Inc. (Miami, FL)
- …Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- International Search Consultants (Seattle, WA)
- …growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, ... movements such as bill pay, payroll, and distributions for UHNW clients. Monitor and audit internal processes to ensure...Degree in Accounting or Finance. 10 years' experience providing UHNW client support with a financial institution, law firm,… more
- Oxford Financial Group, Ltd. (Minneapolis, MN)
- The Managing Director provides financial services to ultra-high-net-worth ( UHNW ) individuals and families, including financial planning, investment strategy and ... and develops individual technical knowledge at the expert level for UHNW clients Proactively communicates, educates and builds consensus with clients, their… more
- Wilmington Trust (New York, NY)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in… more
- AccorHotel (Miami Beach, FL)
- …by fostering and expanding relationships with elite travel advisors, and UHNW intermediaries Develop and execute sophisticated account strategies and annual business ... plans to optimize revenue and deepen loyalty within the luxury leisure market Represent the property at trade shows, FAM trips, roadshows, and exclusive client activations to amplify global brand presence Collaborate with cross-functional teams to align sales… more
- Norman Alex (Greenwich, CT)
- …objectives. Qualifications: - Significant experience in Wealth Management working with HNW/ UHNW individuals and families - Proven track record in prospecting, ... profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals. - Enthusiasm, appetite and proven experience in business development and client acquisition and a desire to travel extensively to build out your… more
- Sorensen Staffing (Miami Beach, FL)
- …across a portfolio of ultra-luxury private residences for a highly discerning UHNW individual. Projects span Miami, New York, West Virginia, and Hawaii, typically ... managing multiple simultaneous multimillion-dollar projects. The Construction Manager will act as the Owner's Representative, overseeing preferred architects, designers, and contractors, ensuring projects are delivered on time, on budget, and at the highest… more
- Foley and Fitzgerald (San Francisco, CA)
- …a break from the kitchen? This very successful growing high-end chef and UHNW provisions company is looking for sharp, charismatic, ambitious Sales Associates to be ... the master of their own destiny! Launched in San Francisco 10 years ago by revered hospitality industry professionals - they have now expanded to LA and the entire West Coast. This company has the indisputable BEST inventory of high-end seafood, meats, produce… more
- IJL Select (Denver, CO)
- …& verbal and written communication skills, comfortable working with UHNW /HNW individuals including career professionals and entrepreneurs. Success in this ... role is being strategic, compassionate, a positive influencer, and a resourceful self-starter who will compete with themselves while collaborating with their team members. Not afraid of hard work or asking for the sale in order to reap the reward, this… more
- Citigroup (New York, NY)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65)… more
- Citigroup (Greenwich, CT)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Miami, FL)
- …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Charles Schwab (Westlake, TX)
- …are: + Bachelor's degree or equivalent work related experience + A valid and active Series 7 license is required (may be obtained under a condition of employment) + A ... **Your opportunity** As part of our Wealth Services team, the Wealth Consultant Partner is an essential member of an elite team providing high-touch service and on-going support for the wealth management needs of the ultra-high net worth client. In partnership… more
- Citigroup (Beverly Hills, CA)
- …+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on ... Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and… more
- Citigroup (Chicago, IL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Citigroup (New York, NY)
- …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
- Truist (Jupiter, FL)
- …This is a hybrid position with at least 3 days in the office. Office location is 150 South US Highway 1, Jupiter, Florida. Perform, monitor, and reconcile basic ... operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory and management reporting. Utilize prescribed policies, procedures and task lists… more
- Citigroup (Atlanta, GA)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more
