- HSBC (New York, NY)
- High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 12 ... and prospects who are high -potential future HNW/UHNW (Ultra High Net Worth ) clients + Experienced relationship manager in the banking sector + Proven… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... and other forums, crafting a comprehensive story of the High Net Worth Card Product...partners, and drive business results while demonstrating strong collaboration, relationship , and project management skills. + Comfort operating in… more
- Citigroup (East Meadow, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- TIAA (New York, NY)
- …Manager partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this ... **Wealth Client Relationship Manager** Wealth Management Client Relationship ...job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
- JPMorgan Chase (New York, NY)
- …+ A 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...solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will… more
- Citigroup (Garden City, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… 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)
- …a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships . They provide centralized, high -touch ... market presence and high -touch service model for high - net - worth customers with our Private...Market Director to develop and manage a team of Relationship Managers in New York City. As the Market… more
- TD Bank (New York, NY)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... Wealth **Job Description:** The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves… more
- M&T Bank (New York, NY)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- M&T Bank (Hauppauge, NY)
- …11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… 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 ... includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client ... will also be looking for the following characteristics: * Strong interpersonal and relationship -building skills * High level of personal integrity, commitment to… 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 ... of market standards, competition and pricing; + Forge strong relationship with Credit Risk; and assist in credit policy...communicate and recommend advice-driven credit solutions to highly sophisticated ultra- high net worth clients and… 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 ... at Work, Citi Private Client and Citigold as part of their wider Citi relationship . Our Lending Advisors partner with Citi Private Bankers to advise clients on new… more
- City National Bank (New York, NY)
- …IS THE OPPORTUNITY?* Develop sales management and relationship development strategies in Ultra- High Networth/ High Net Worth and Professional Services ... remain open and clients are serviced at a consistently high level. *WHAT WILL YOU DO?* Business Development *...DO?* Business Development * Develop and drive business development, relationship growth and retention strategies to promote the revenue… more
- Citigroup (New York, NY)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
