- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire maintain, and ... grow profitable long-term relationships principally focused on High Net Worth individuals. The role owner will be an exceptional team player and client… more
- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… 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:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be experienced… more
- Bank of America (New York, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
- Truist (Greenwich, CT)
- …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
- Citigroup (New York, NY)
- …be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be ... Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra - high net worth clients of Citi Private Bank,… more
- KeyBank (Tarrytown, NY)
- …**JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net ... to in-house and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** +… more
- CIBC (New York, NY)
- …+ **Client-focused:** You understand the financial sophistication and service expectations of ultra - high - net - worth clients and families. + **Skilled ... Bankers, Relationship Managers, and Regional Leaders to deliver exceptional service to high - net - worth clients. You'll ensure that credit actions are timely,… more
- Citigroup (Bronxville, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… more
- Citizens (New York, NY)
- …of deterioration + Establish and maintain credit risk frameworks, policies, and guidelines tailored to high - net - worth (HNW) and ultra - high - net - ... a high -quality credit portfolio across private banking clients, including high - net - worth individuals, family offices, and select corporate entities.… more
- Citigroup (Greenburgh, 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
- KeyBank (New York, NY)
- …This role will be pivotal in driving the growth and success of our High Net Worth and Ultra - High Net Worth Clients. The ideal candidate ... managed will focus on identifying, scoping, proposing, capturing, and delivering high "mission value added" projects for the Family Wealth business. **Essential… 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
- 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
- CIBC (New York, NY)
- …complex financial institution catering to high - net worth and ultra high net - worth clients, is preferred. + You are familiar with fiduciary ... activities including personal trust administration, estate administration, individual retirement accounts, investment management accounts and custody accounts, as well as have fundamental experience with accounts where a Trust Bank acts as a fiduciary. + You… more
- Citigroup (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
- Citizens (New York, NY)
- …at least 4 of those years working with High Net Worth / Ultra High Net Worth Wealth Managers and clients + Demonstrate broad knowledge of ... securities and investment products and ability to assess risk - such as alternative investments, options, annuities, equities, bonds/fixed income products, and insurance. + Ability to navigate internal teams and build relationships to support problem solving… 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
- Citigroup (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