- Unknown (New York, NY)
- …is seeking a Banker Team Leader with a focus on managing senior Banker UHNW and HNW professionals. The successful candidate will be responsible for growing the ... existing client business and developing an acquisition strategy for UHNW and HNW target names. This role requires a...a strong background in private banking, particularly in the UHNW market. The role demands a leader with a… more
- Unknown (New York, NY)
- …with a focus on the SAFE Act to manage a team of senior Banker UHNW and HNW professionals. The successful candidate will be responsible for growing the existing ... client business and developing an acquisition strategy for UHNW and HNW target names. This role requires a...in private banking, with a strong background in the UHNW market, and a demonstrated ability in relationship selling.… more
- Unknown (Long Island City, NY)
- …trusted advisor to High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) individuals and families, delivering comprehensive financial strategies that are tailored to ... this position should have a proven track record in managing a book of HNW/ UHNW clients, with deep expertise in investment management, wealth transfer, and estate and… more
- Unknown (St. Paul Park, MN)
- …wealth management experience, with at least 5 years' as a lead advisor managing HNW/ UHNW relationships. The role requires a candidate with a proven track record in ... the industry, the ability to create and maintain well-balanced, risk-adjusted portfolios, and a deep understanding of individual securities, fixed income positions, high-quality ETFs, and alternative investments. The ideal candidate will be part of a… more
- Unknown (Morristown, NJ)
- …experience in investment advisory or wealth management, particularly with high-net-worth or UHNW clients. The role requires a deep knowledge of investment markets, ... financial planning, and complex wealth strategies, as well as strong communication, presentation, and client-facing skills. A collaborative mindset, high level of personal initiative, and integrity are essential. The ideal candidate will have a proven ability… more
- Unknown (Fort Worth, TX)
- …or related fields, with a preference for those with exposure to HNW/ UHNW client service or financial planning. A CFP(R) certification or coursework completion ... is strongly preferred, as is a Series 65 or equivalent. A Bachelor's degree is required, with a preference for finance, economics, or business-related disciplines. The ideal candidate will have excellent communication and relationship-building skills, strong… more
- Unknown (Austin, TX)
- …3 years' experience in a similar role within a private household or UHNW environment, with a strong background in operations, staffing, and property management. The ... role requires a high level of discretion, professionalism, and emotional intelligence, as well as excellent organizational and communication skills. The ideal candidate will be tech-savvy, fluent in digital tools, and have a valid driver's license and… more
- Unknown (Austin, TX)
- …should have 8-12+ years of experience supporting top-tier executives or UHNW clients in similar high-touch roles. Exceptional written communication, proficiency in ... modern productivity tools, and a proven track record of managing both professional and personal workflows are essential. The role demands a discreet, poised, and trustworthy individual who is capable of handling sensitive information and is eligible to work in… more
- Unknown (New York, NY)
- …search of a Chief of Staff to provide comprehensive support to a dynamic UHNW Founder, with a focus on both personal and philanthropic activities. This pivotal role ... involves managing all household operations, including the recruitment and oversight of various staff and vendors, as well as coordinating personal logistics and complex travel plans. The successful candidate will also be responsible for leading the Founder's… more
- Jobleads-US (Brookline, MA)
- …experience working as a full-time nanny and/or newborn care specialist with UHNW family/families 3-4+ references from domestic positions Experienced working with at ... least three children in nanny position (family hopes to have one or two more children in the near future) Passionate about education, child development, and child psychology Experienced working with children who have allergies (eg, peanut, etc.) Seeking… more
- Bank of America (New York, NY)
- UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ UHNW -Product-Specialist--FX FICC-OTC-Derivatives-\_25032713) **Job Description:** At Bank of America, we… more
- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW -Solutions-\_25010875-2) **Job Description:** At Bank of America, we are… 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 (Chicago, IL)
- …& 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
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is working with a Reno based Family Office to identify a Tax Director to join their dynamic and growing ... organization. In this role, the Tax Director is responsible for Review or preparation of tax forms, elections and statement disclosures. They will be responsible for the timely and accurate preparation and review of returns and estimated tax payments, will… more
- Citigroup (Washington, DC)
- …+ 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
- Bank of America (San Francisco, CA)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- Truist (Atlanta, GA)
- …current and prospective clients with a primary focus on Ultra-High Net Worth ( UHNW ) clients and prospects. Engages in activities that help drive the enhancement of ... quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked to meet with clients… more
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