- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire maintain, and ... grow profitable long-term relationships principally focused on High Net Worth individuals. The role owner will be an exceptional team player and client… more
- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be experienced… more
- Bank of America (Melville, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… 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)
- …be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be ... Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra - high net worth clients of Citi Private Bank,… more
- Mount Sinai Health System (New York, NY)
- …the end-to-end sales of high -touch concierge healthcare offerings designed for high - net - worth individuals (HNWIs) and ultra - high - net - worth ... and outreach to closing deals and overseeing renewals Build and maintain a pipeline of high - net - worth and ultra - high - net - worth individuals,… more
- KeyBank (New York, NY)
- …**JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net ... to in-house and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** +… 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 ... 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
- Bank of America (Buffalo, NY)
- …of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra - high net worth ... **Job Description:** This job is responsible for working with complex, high - net - worth investors to create customized investment strategies. Key… more
- Citigroup (Queens, 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
- Bank of America (New York, NY)
- …for the administration and business development of the Merrill Family Office Services' (MFOS) ultra - high net worth clients. Key responsibilities include ... or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and… 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
- Citizens (New York, NY)
- …at least 4 of those years working with High Net Worth / Ultra High Net Worth Wealth Managers and clients + Demonstrate broad knowledge of ... requires - Series 7, 4, 24, 63, 65 (or 66). + Completed GED or High School degree required; Bachelors degree preferred + 10+ years of compliance supervision with… 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 ... + Edit for quality, clarity, commerciality, style, and grammar to maintain high quality standards. + Adapt materials for audiences (advisors, clients) and regions.… 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
- Truist (New York, NY)
- …risk solutions, and family governance solutions. + Demonstrated ability to advise and deliver ultra - high net worth families on a wide variety ... Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client… 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
- M&T Bank (Hauppauge, 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) \#LI-LA1 \#WT M&T Bank is committed to fair, competitive, and market-informed pay for 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