- Bank of America (New York, NY)
- UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ UHNW -Product-Specialist--FX FICC-OTC-Derivatives-\_25032713) **Job Description:** At Bank of America, we… more
- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW -Solutions-\_25010875-2) **Job Description:** At Bank of America, we are… more
- Citigroup (Short Hills, NJ)
- …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 (New York, NY)
- …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 (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
- Citigroup (Short Hills, NJ)
- …+ 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
- Truist (Wilson, NC)
- …This is a hybrid position with at least 3 days in the office. Office location options are 150 South US Highway 1, Jupiter, Florida; 303 Peachtree Street, Atlanta, GA; ... 919 East Main Street, Richmond VA; 2713 Forest Hills Road,, Wilson, NC. Perform, monitor, and reconcile basic operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client… 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
- 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
- Truist (Atlanta, GA)
- …current and prospective clients with a primary focus on Ultra-High Net Worth ( UHNW ) clients and prospects. Engages in activities that help drive the enhancement of ... quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked to meet with clients… more
- M&T Bank (Boston, MA)
- …and lending expert to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating, structuring, and closing ... guidance to less experienced Advisors on complex transactions for UHNW clients. **Primary Responsibilities:** + Serve as credit and...meet unique borrowing and lending needs of HNW and UHNW clients. + Originate credit leads from prospects and… 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
- KeyBank (New York, NY)
- …of KeyBank by providing client advisory services to Ultra High Net Worth ( UHNW ) clients with a net-worth greater than 25MM and their beneficiaries. As a ... team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the… more
- KeyBank (Chicago, IL)
- …- 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
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of...and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or… 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
- Bank of America (Bellevue, WA)
- …Advisors to assist in customized portfolio construction for Ultra High Net Worth ( UHNW ) clients and prospects and deliver comprehensive suite of UHNW ... exposures based on client objectives. + Facilitate introduction of the firm's additional UHNW capabilities to the Advisor and client when and where client needs… more
- HSBC (Miami, FL)
- …you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to Chile. The ... specialists to ensure product capabilities are in line with UHNW and HNW client requirements + Establish and maintain...in working with clients and prospects who are high-potential HNW/ UHNW clients + At least 5 years of relationship… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth ( UHNW ) family office is seeking an Assistant Controller to join their ... candidate must also demonstrate discretion and confidentiality when working within a UHNW family office environment. Why Join This Family Office? + Compensation:… more
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