- Citigroup, Inc. (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
- Franklin Templeton (New York, NY)
- …across generations. We offer a dynamic and collaborative approach to managing wealth for high - net - worth and ultra high - net - worth individuals ... and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact… more
- Goldman Sachs, Inc. (New York, NY)
- …planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... you will work closely with our global deposits and lending business serving ultra - high - net - worth clients. You will combine quantitative techniques and… 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 (Greenwich, CT)
- …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 in… more
- Wells Fargo (New York, NY)
- …and counsel regarding securities-based, mortgage, and custom lending, as well as banking support for high net worth / ultra - high net worth ... bank and broker dealer lending products; custom and mortgage lending transactions; and banking for high net worth / ultra - high net worth … 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)
- …+ Must have experience working with high - net - worth and ultra - high net worth clients on their sophisticated planning needs. Present and ... existing clients' share of wallet and win a greater percentage of their high net worth prospects through high -level sophisticated planning concepts.… more
- HSBC (New York, NY)
- …As a Senior Wealth Planner, you will work closely with high and ultra - high net worth individuals and families to advise on sophisticated income ... accounting firm, and/or at a wealth management firm advising high and ultra - high net worth clients on wealth planning topics, particularly founders,… more
- Citigroup (New York, NY)
- …7, 66 or 63 and 65. **Desirable:** * Previous investments experience with high and ultra - high net worth individuals. * CFA, CAIA, FRM designation or ... analytical and highly customized investment strategies with specific actionable solutions for ultra - high - net - worth relationships. The position has a… more
- Citigroup (Ridgewood, NJ)
- …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
- 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
- US Bank (Greenwich, CT)
- …experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities **Preferred Skills/Experience** - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… 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
- 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
