- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to ... and make an impact. Join us! **Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset structured products unit responsible… 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. **Education:** + Bachelor's/University degree, Master's degree… 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 (New York, NY)
- …+ This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment ... counselors, associates and analysts. + The candidate chosen will be expected to lead double-digit percentage growth in investment revenue and AUMs with Ultra High Net Worth clients. She or he will be experienced in constructing and overseeing investment… more
- Citigroup (Greenwich, CT)
- …+ 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 (Washington, DC)
- …and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job ... Family:** Private Banker **Time Type:** Full time **Primary Location:** Washington District Of Columbia United States **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible… 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
- Citigroup (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 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 necessity.… more
- M&T Bank (Wilmington, DE)
- …members to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele. Works closely with Wealth Advisors to develop and execute customized ... wealth plans for UHNW clients and families that leverage the full breadth...the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual… more
- Bank of America (Washington, DC)
- …with opportunities to learn, grow, and make an impact. Join us! 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
- First National Bank of Omaha (Omaha, NE)
- …is subject to change based on business needs. **Summary of the Job:** The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in...banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated… more
- BMO Financial Group (Winnetka, IL)
- …wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... their overwall wealth planning needs. Supports the growth and retention of HNW/ UHNW client assets through specialized planning solutions that help to broaden the… more
- City National Bank (New York, NY)
- …CNR's relationships with its financial advisors, high and/or ultra-high net-worth (H/ UHNW **) clients and prospective clients. Helps to attract new prospective ... independently working on engagements. Collaborate with the PWS team in development of H/ UHNW client facing materials in the areas of Estates and Trusts, Income… more
- KeyBank (Cleveland, OH)
- …Cincinnati, Ohio 45202 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
- KeyBank (Tarrytown, NY)
- …Office Director is a senior advisor that exclusively works with Ultra High Net Worth ( UHNW ) families with a net-worth of greater than $25MM. This role serves as the ... primary point of contact for UHNW families and manages the day to day services...execution of service strategy and overall client experience for uhnw families + Owns the implementation of the Family… more
- HSBC (New York, NY)
- …you will acquire maintain, and grow profitable long-term relationships principally focused on UHNW individuals. The role owner will be an exceptional team player and ... involving product specialists to ensure product capabilities are in line with UHNW client requirements. Establish and maintain networks for co-operation with other… more
- Bank of America (Los Angeles, CA)
- …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
- Bank of America (New York, NY)
- …make a difference. Join us! **Job Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset solutions unit responsible for ... parameters to create an industry leading platform to meet the needs of UHNW clients. The ideal candidate will have strong technical OTC derivatives background with… more
- Bank of America (Newport Beach, CA)
- …leadership and advisors around Custom Credit * Strong credit skills (commercial / UHNW ) * Organized and can handle/prioritize several transactions at the same time * ... covenants, etc.) **Desired Qualifications:** * Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds,… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating and… more
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