- AIG (New York, NY)
- …+ You will be part of the Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- Citizens (New York, NY)
- …communication and interpersonal skills. Preferred Qualifications + Experience working with or supporting high - net - worth or financial services clients. + ... can juggle multiple priorities, and is passionate about delivering high -quality, on-brand creative under tight deadlines. Key Responsibilities + Creative… more
- World Insurance Associates, LLC. (New York, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Guardian Life (New York, NY)
- …expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... strategies, tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- TIAA (New York, NY)
- …supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra- High Net Worth (UHNW) clients and is primarily responsible ... team to present Wilmington Trust (WT) credit solutions to high net worth and ultra-...including, but not limited to, investment management, trusts, and financial planning + Expert knowledge of, and proven success… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- JPMorgan Chase (New York, NY)
- …The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (New York, NY)
- …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...referring clients to Rochdale and to communicate and meet high net worth investors who… 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 ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive...ideally in a Credit Card related role in a High Net Worth or Ultra… more
- TD Bank (New York, NY)
- …of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct...product and platform expert resource for team. + Executes high impact activities and ongoing sales / Mass Affluent… more
- Bank of America (Woodbury, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Woodbury .... Causation Analysis . Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- Bank of America (Syracuse, NY)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center Syracuse, New York **To proceed with your application, you must be… more
- Citizens (New York, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Citigroup (Greenburgh, NY)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… more
- JPMorgan Chase (Rochester, NY)
- …passion for luxury travel and a keen understanding of the needs and expectations of ultra- high net worth clientele. As a Luxury Travel Designer within ... curating bespoke luxury travel experiences and concierge services for ultra- high net worth individuals (UHNWI)...on the responsibility of handling invoices and managing all financial elements of the trips, aiming for both transparency… more
- Wells Fargo (Purchase, NY)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... to achieve objectives + Manage allocation of people and financial resources for Fiduciary Products + Mentor and guide...Needs Trust administration + Experience in wealth management with high - net - worth clients of at least… more
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more