- AIG (New York, NY)
- …You will be part of the a Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- JPMorgan Chase (New York, NY)
- …credit analysis, and portfolio management. + Advanced knowledge of the high net worth industry and financial markets. + Superior understanding of ... writing, and communication skills. **Preferred qualifications, capabilities, and skills:** + Experience with high net worth lending and capital markets. +… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Bank of America (New York, NY)
- …* 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... Attention to Detail + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School...Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Citigroup (Bronxville, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Citigroup (New York, NY)
- The Advanced Financial Planning Strategist is a financial ...of wallet and win a greater percentage of their high net worth prospects through ... strategy. **Responsibilities:** The Citi Personal Wealth Management (CPWM) Advanced Financial Planning Strategist will report to the Head of...with high - net - worth and ultra- high net worth clients on… more
- Bank of America (Stamford, CT)
- … advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Truist (Greenwich, CT)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to...a broad range of wealth products and services to high net worth individuals. **ESSENTIAL… more
- Bank of America (New York, NY)
- …related work experience (wealth transfer, financial planning, trust planning and/or experience working with high net worth and ultra- high net ... are guided by a common purpose to help make financial lives better through the power of every connection....advisors acquire new assets with high - or ultra- high net worth clients and… 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:** + ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... a plus; JD preferred JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (New York, NY)
- …banking/credit, personal trust, and brokerage services. * Minimum of 8 years of experience working with high net worth clients * FINRA Series 7 and 63 and 65 ... newly developed relationships. Retains and grows client relationships through high touch service and delivering investment analysis, financial... services and 8 years of experience working with high net worth clients. *… more
- Bank of America (New York, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Stage I - Registration Candidate...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Citizens (Greenwich, CT)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- M&T Bank (Mamaroneck, NY)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... **Overview:** Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business. Actively solicits new and existing… more
- Citigroup (Greenburgh, NY)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… more
- Bank of America (New York, NY)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... are guided by a common purpose to help make financial lives better through the power of every connection....a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …Family Office Services and offers an exciting opportunity to lead and manage high - net - worth tax strategies, oversee partnership taxation, and ensure ... compliance with financial regulations. If you are an experienced and detail-oriented...* Manage and oversee tax planning and compliance for high - net - worth individuals and partnerships. *… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …a portfolio of approximately 50 principal gift level ($10M+) prospects with a focus on high net worth non-alumni. Create goals and tracks progress against ... parents, faculty, and friends for immediate, long-range, and future financial support, through gifts and pledges to the University,...of how NYU's programs align with the priorities for high net worth philanthropists. Cultivate… more