- 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
- Citigroup (Huntington, 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 (Huntington, 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 Canaan, CT)
- …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 (Norwalk, CT)
- …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
- Comerica (New York, NY)
- …Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight to specific ... service standards and are focused on the customer.Position Responsibilities: Manages Ultra High Net Worth relationships in accordance with the terms of the… 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
- 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 ... + Detail oriented and responsive + Strong communication and relationship management skills + Proficiency in Microsoft Office Suite...in luxury brands, hospitality or concierge services aimed at ultra- high - net - worth clients + Experience in… 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
- 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
- Citigroup (Smithtown, NY)
- …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... (Sales Managers) and their teams of Financial Advisors (100+ individuals), Relationship Managers (100+ individuals), and other functions supporting wealth advisory… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... range of new and renewal business, using your proven relationship building skills. + We want you to work...senior member of the team, you will set a high standard of customer service to brokers and clients… more
