- HSBC (Miami, FL)
- …As our High Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business opportunities through trusted partnerships ... and external referral channels + Build and manages relationships with HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth… 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. + Fluency in foreign language, as required + Creative and innovative +… 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 (Dallas, TX)
- …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 (Atlanta, GA)
- …& 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
- Bank of America (Dallas, TX)
- …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
- Bank of America (New York, NY)
- …to learn, grow, and make an impact. Join us! **Job Description:** The UHNW Advisory Strategist will support Financial Advisors in the business development of ... UHNW prospects and clients by partnering with Financial Advisors...deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on… more
- KeyBank (Portland, ME)
- …of KeyBank by providing client advisory services to Ultra High Net Worth ( UHNW ) clients with a net-worth greater than 25MM and their beneficiaries. As a ... team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the… more
- CIBC (St. Louis, MO)
- …cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) client relationships, providing tailored banking and lending solutions. You ... banking relationships:** Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business… more
- Citigroup (New York, NY)
- …strategic insight, a proven ability to originate and deepen Ultra-High-Net-Worth ( UHNW ) relationships, and a strong capacity to influence and collaborate effectively ... Engagement & Advisory:** + Originate, cultivate, and deepen relationships with Ultra-High-Net-Worth ( UHNW ) individuals. + Act as a subject matter expert on complex… more
- KeyBank (Cleveland, OH)
- …- Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for...as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with… more
- First National Bank of Omaha (Overland Park, KS)
- …You Will Lead & Deliver** **Strategic & Responsible Growth** + Own HNW/ UHNW segment results: revenue, flows, advisor productivity, and profitability + Lead with ... execute comprehensive organic and inorganic client acquisition strategies for HNW/ UHNW markets, including prospecting methodologies, referral programs, and strategic… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of...and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or… more
- Truist (Houston, TX)
- …the following job description:** Manage and prepare Ultra High Net Worth ( UHNW ) financial and estate plans using their background and strong technical planning ... their application to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets… more
- Bank of America (New York, NY)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is initiated ... skills, both written and verbal; ability to convey complex strategies to UHNW clients + Proven relationship building and business partnering skills. + Strong… more
- Robert Half Finance & Accounting (New York, NY)
- Description NOW HIRING: Remote Senior Tax Preparer Roles (HNW/ UHNW & Small Business Focus) Are you an experienced tax professional seeking a flexible, remote ... on quality and client service Position Details: + Prepare individual (1040), HNW/ UHNW returns, business returns, 1099s + Support super HNW individuals, including… more
- JPMorgan Chase (New York, NY)
- …& Community Banking (CCB) high net worth (HNW) & ultra-high net worth ( UHNW ) credit card products, driving integration and adoption across JPMC banking and wealth ... proactively partnering with banking segments to tailor offerings for HNW & UHNW clients. + Oversee complex product servicing and social media escalations,… more
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