- Morgan Stanley (New York, NY)
- …market, liquidity, model and other risks. - Responsible for coverage of the Wealth Management (WM) Ultra High Net Worth / Tailored Lending (TL) business ... its workforce (M/F/Disability/Vet). **Job:** **Credit Risk* **Title:** *VP - Tailored Lending, Ultra High Net Worth Credit Officer* **Location:** *New… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Morgan Stanley (New York, NY)
- …assessments are factored into business decisions. This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a ... well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals. The principal responsibilities… more
- Raymond James Financial, Inc. (New York, NY)
- …to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate will ... integrity and confidentiality. * Conduct transactions for high profile and high net worth clients. * Research and analyze financial statements, perform… more
- City National Bank (New York, NY)
- …BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high - net - worth and ultra - high - net - worth individuals ... 10 years of sales and relationship management experience in financial services preferably with high net worth clients. + FINRA Series 7 and 63 and 65 or… more
- Bank of America (Paramus, NJ)
- …who are interested in wealth planning services to address their high - and ultra - high net worth clients' trust, estate/wealth transfer, and financial ... relationships and assists Advisors in new business opportunities with high - or ultra - high net worth clients and prospects who are interested in… more
- Morgan Stanley (New York, NY)
- …a variety of products and services to corporations, governments, financial institutions, and ultra - high net worth clients. Wealth Management provides ... large corporate and institutional clients as well as high to ultra - high net worth individuals, and invest in securities. Lending activity recorded in… more
- Citigroup (Bronxville, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… more
- Citigroup (New York, NY)
- …Safe Act for its New York, New York location. Duties: Build and maintain a book of ultra - high net worth clients. Serve as a trusted advisor to clients ... experience must include: Wealth and asset management; International investment banking for high net worth individuals; Developing and implementing strategic… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- JPMorgan Chase (New York, NY)
- …sophisticated Latin American investment advisors and clients, including endowments, foundations and ultra - high - net - worth individuals and family offices. ... and private credit; providing investment advice to institutions, endowments and high net worth individuals; financial markets, including equity, fixed… more
- JPMorgan Chase (New York, NY)
- …Management is a global leader in investment and wealth management. Its clients include institutions, ultra - high - net - worth and high - net - worth ... third party investment managers This candidate will lead a high performing team , establishing direction in line with...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (New York, NY)
- …platform that serves clients across the wealth continuum. The Wealth business serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank (CPB), operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in… more
- Bank of America (New York, NY)
- …clients to ensure full compliance with laws, and policies while focusing on the needs of Ultra High Net Worth Families. These managers are client centric ... Private Wealth Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan… more
- M&T Bank (New York, NY)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#WT \#Wealth M&T Bank is committed to fair, competitive, and market-informed pay for our… more
- Citigroup (New York, NY)
- …Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private ... Bank is focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families. + CBNA is the primary legal entity… more
- Bank of America (New York, NY)
- …client relationships and assists Advisors in new business opportunities with high - or ultra - high net worth clients and prospects who are interested ... about maximizing the impact of the company provided benefits + Provides high level guidance on tax implications of benefits participation and the consequences… more
- Morgan Stanley (New York, NY)
- …the boutique business within Morgan Stanley Wealth Management that is exclusively focused on the ultra - high net worth (UHNW) client segment. The PWM COO ... will be expected to independently take on new responsibilities and be a high impact team member. Responsibilities include: * Strategic Initiatives: Assist with the… more
- US Bank (New York, NY)
- …experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities **Preferred Skills/Experience** - ... no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra - high net worth division of J. P. Morgan Wealth Management, offers US based clients and their advisors the personalized ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more