- Citigroup (Atlanta, GA)
- …by the performance of the individual. **Responsibilities:** + The role of the Investment Associate is to provide a wide variety of service and investment advice to ... the United States. The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior… more
- M&T Bank (Boston, MA)
- …environment. + Work closely with internal partners in Wealth Management and Commercial Bank to source customized credit solutions for UHNW and HNW clients. ... to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating,...the facility that works for the client and the Bank . Manages the most complex borrowing relationships by presenting… more
- M&T Bank (New York, NY)
- …Provides Custom Credit products for high-net-worth (HNW) and ultra-high net worth ( UHNW ) clients to meet client needs. Seeks opportunities to solicit new business ... including regulations, which may affect the client and the Bank . + Assist in daily client and portfolio management...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- Wells Fargo (Palm Beach, FL)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families ... needs related to banking, custom lending, and trust services. These bank specialists leverage resources, valuable research, relationships, custom solutions, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …performance data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank , etc.) + Experience ... the world's most sophisticated families seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and… more