- Winged Keel Group (New York, NY)
- …and implements tax-efficient, multi-generational wealth accumulation and wealth transfer strategies for ultra - high net worth families. With offices ... and communications experience, financial services preferred Experience working with and targeting an ultra - high net worth client base Strong mastery of… more
- Oliver James (New York, NY)
- …client is a respected independent wealth management firm built to serve the evolving needs of high - net - worth and ultra - high - net - worth ... We are partnering with a fast-growing, advisor-first RIA that offers equity, high -end support, and career development for ambitious advisors who are ready to break… more
- Hudson Advisors LP (New York, NY)
- …likely focus across channels, including institutions, wealth management platforms, family offices, and ultra high net worth individuals. This individual ... experience working with the wealth management channel. Strong knowledge of and a high degree of comfort talking about private equity and real estate investments is… more
- JPMorgan Chase & Co. (New York, NY)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra - high net worth individuals and families ... 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
- Citigroup, Inc. (Forest Hills, 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
- Goldman Sachs, Inc. (Parsippany, NJ)
- …planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology,… more
- Morgan Stanley (New York, NY)
- …Private Banking Group is seeking an Asset Manager to help grow and manage our Ultra High New Worth (UHNW) lending portfolio serving UHNW clients (generally ... clients with a minimum net worth of at least $50 million)...to meet deadlines and multi-task in a fast-paced environment * High level of focus on work quality and attention… more
- HSBC (New York, NY)
- …Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up ... new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the… 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 ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… 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
- Citigroup (New York, NY)
- …+ 15+ years of experience in High Net Worth and Ultra High Net Worth Lending + Solid knowledge of financial markets, investments, banking and ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… 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
- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra - high - net - worth ... provide white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30… more
- Bank of America (New York, NY)
- …Qualifications** Familiarity with Private Banking ( High Net Worth / Ultra High Net Worth ) **Skills:** + Advisory + Client Management + Client ... and treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client engagements. The Specialists support the… more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around ... Strategy team serves as a trusted advisor to senior leadership to address high -impact strategic issues across Citi Wealth's lines of business. The team works in… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our ... products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring...and Affluent segments. + Experience as part of a high performing lending team and a desire to drive… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra - high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Citigroup (New York, NY)
- …leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients ... Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions + Appropriately assess risk… more
- M&T Bank (New York, NY)
- …sales enablement activities to drive new client relationships 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 Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based… more
- Bank of America (New York, NY)
- …expertise to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. The purpose of the CE is to ... experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication skills *… more
