- AIG (New York, NY)
- …+ You will be part of the 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
- World Insurance Associates, LLC. (New York, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… 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
- TIAA (New York, NY)
- …supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under… 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 ... 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
- 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 ... 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
- City National Bank (New York, NY)
- …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...referring clients to Rochdale and to communicate and meet high net worth investors who… more
- JPMorgan Chase (New York, NY)
- …new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra- high net ... market and sell wealth management products and services to high net worth and ultra-...A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations,… more
- TD Bank (New York, NY)
- …of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct...product and platform expert resource for team. + Executes high impact activities and ongoing sales / Mass Affluent… 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 Registration Candidate - Manhattan South...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- City National Bank (New York, NY)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- Citizens (New York, NY)
- …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
- Citigroup (New York, 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
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- JPMorgan Chase (New York, NY)
- …Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (New York, NY)
- …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible… more
- JPMorgan Chase (New York, NY)
- …group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations. Job ... + Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra- high net worth clients and prospects + Sales experience… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... and present strategic solutions that help our clients achieve their financial goals. **Required qualifications, capabilities and skills** + First-year MBA candidates… more
- JPMorgan Chase (New York, NY)
- …leverage your expertise in family wealth solutions to deliver tailored experiences for ultra- high - net - worth families. In this role, you will engage directly ... more. You will collaborate closely with JPMA and CWM Financial Advisors, internal partner resources (such as Legal, Marketing,...in luxury brands, hospitality or concierge services aimed at ultra- high - net - worth clients + Experience in… more
- Neuberger Berman (New York, NY)
- …Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate ... of holistic wealth strategy services to help clients achieve financial goals and enhance their experience + Focus on...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more