- Avior Executive Search (New York, NY)
- …New York office. The role will be client-centric and focused on HNW & UHNW clients for the US domestic market. The right candidate should have international gravitas ... and be responsible for maintaining as well as onboarding new HNW & UHNW clients. Superior knowledge of investment management and wealth strategies, processes, and… more
- Operation HOPE (Atlanta, GA)
- …in securing transformational funding from high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) individuals and family foundations to support Operation HOPE's ... Principal Gifts & Donor Relations *Build and manage a portfolio of 25-75 HNW/ UHNW donors and family foundations, with a focus on securing gifts of $250K+.… more
- HSBC (Miami, FL)
- …and internal and external referral channels Build and manages relationships with UHNW clients and their advisors Work in conjunction with private bankers, wealth ... planners, tax advisors and legal professionals to develop wealth planning strategies Position himself/herself as a key advisor by providing compliant, client-centric insurance solutions Educate partners and conduct ongoing training with respect to the value of… more
- NPAworldwide (Chatham, NJ)
- Tax Director - Wealth Management / Family Office / UHNW Location: Chatham, NJ (On-site) Industry: Financial Services / Family Office Compensation: Base salary up to ... $175K DOE + bonus (15% target)+ full benefits (100% employer-paid) Please note: Candidates in public accounting (Manager, Senior Managers or Directors) who are exceptionally motivated to contribute and learn are encouraged to apply) About the Firm Our client… more
- Citigroup (Greenwich, CT)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Boston, MA)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Miami, FL)
- …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Beverly Hills, CA)
- …+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on ... Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and… more
- Citigroup (Chicago, IL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Citigroup (New York, NY)
- …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
- Truist (Jupiter, FL)
- …This is a hybrid position with at least 3 days in the office. Office location is 150 South US Highway 1, Jupiter, Florida. Perform, monitor, and reconcile basic ... operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory and management reporting. Utilize prescribed policies, procedures and task lists… more
- Citigroup (Atlanta, GA)
- …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more
- Bank of America (San Francisco, CA)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- M&T Bank (Wilmington, DE)
- …members to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele. Works closely with Wealth Advisors to develop and execute customized ... wealth plans for UHNW clients and families that leverage the full breadth...the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual… more
- Bank of America (Dallas, TX)
- …with opportunities to learn, grow, and make an impact. Join us! The ** UHNW Advisory Strategist** will support Financial Advisors in the business development of ... UHNW prospects and clients by partnering with Financial Advisors...deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on… more
- First National Bank of Omaha (Omaha, NE)
- …is subject to change based on business needs. **Summary of the Job:** The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in...banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated… more
- BMO Financial Group (Winnetka, IL)
- …wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... their overwall wealth planning needs. Supports the growth and retention of HNW/ UHNW client assets through specialized planning solutions that help to broaden the… more
- CIBC (St. Louis, MO)
- …cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) client relationships, providing tailored banking and lending solutions. You ... banking relationships:** Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business… more
- Truist (Houston, TX)
- …the following job description:** Manage and prepare Ultra High Net Worth ( UHNW ) financial and estate plans using their background and strong technical planning ... their application to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets… more
- KeyBank (Cleveland, OH)
- …- Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for...as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with… more
