- HSBC (Miami, FL)
- …HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth planners, tax advisors and legal professionals to develop ... Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business... planning strategies + Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions + Educate… more
- Citigroup (Boston, MA)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Greenwich, CT)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Chicago, IL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value to ... Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters...65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (New York, NY)
- …solutions. + Combine in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service ... the general technical strategy of the whole technical area.The Private Bank at Citi (CPB) is part of the...Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability,… more
- PrincePerelson & Associates (Salt Lake City, UT)
- **Managing Director, Private Wealth Advisor ** Salt Lake City, UT - flexible, hybrid work schedule Our client, a leading investment firm, is searching for a ... talented and experienced Managing Director, Private Wealth Advisor to join...highly reputable and established team in providing investment and wealth planning for HNW and UHNW clients,… more
- M&T Bank (Buffalo, NY)
- …and lending expert to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating, structuring, and closing ... hedge fund interests, and General Partner lines. Partners with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high… more
- BMO Financial Group (Chicago, IL)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages ... partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- First National Bank of Omaha (Omaha, NE)
- …stage, achieve their banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated team of experts ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business...to customers to effectively manage and preserve their overall wealth . The UHNW will surround the client… more
- M&T Bank (Paramus, NJ)
- …other related duties as assigned. **Scope of Responsibilities:** The position assists the Wealth Advisor , Wealth Management team, and internal business ... and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (Los Angeles, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (Palo Alto, CA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad...quality team. + In addition to the role of Private Banker, the Team Leader will also have the… more
- Citigroup (New York, NY)
- …playbooks to empower Citi's advisors and bankers across all segments and regions (Citigold, Citi Private Client, Citi Private Bank, Wealth at Work). + Build ... new benchmark for the industry. **Key Responsibilities:** **Field & Advisor Client Enablement** + Deliver a complete suite of...thought leadership, flagship events, and signature campaigns to global UHNW and HNW audiences. + Lead Citi Wealth… more
- Citigroup (New York, NY)
- Citi Wealth is redefining how the world's most influential clients experience wealth . As an Investment Marketing Lead Analyst, you'll play a pivotal role in ... impactful narratives that resonate with High-Net-Worth (HNW) and Ultra-High-Net-Worth ( UHNW ) audiences across all channels and regions. **Responsibilities:** +… more
- Citigroup (New York, NY)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in ... will serve as the Banker for Citi Employees within Citi Global Wealth at Work. **Responsibilities:** + Actively identify prospects and establish contact with… more
- Citigroup (Miami, FL)
- …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Principal is a strategic professional who...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
- Citigroup (New York, NY)
- …Required- written and spoken English and Spanish + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... The Private Banker Sr. Lead is a strategic professional...an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life… more
