- Guardian Life (New York, NY)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in ... tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC growth… more
- JPMorgan Chase (New York, NY)
- …the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… 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
- 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 ... to manage risk. Join us as a Regional Production Specialist , Lexington Property to play your part in that...How you will create an impact The Regional Production Specialist must be able to illustrate the highest levels… more
- City National Bank (New York, NY)
- …environment and help make a sales impact? City National Rochdale, a specialized high - net - worth investment manager, is looking for a persuasive communicator ... *BUSINESS DEVELOPMENT SPECIALIST * WHAT IS THE OPPORTUNITY? Are you a...CRM * Ability to work independently and manage a high volume of leads effectively * Strong communication and… more
- Bank of America (New York, NY)
- …responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part of their ... UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer… more
- Bank of America (New York, NY)
- …for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus ... Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.**… 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
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... the lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc… more
- Deloitte (Jericho, NY)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... (GPHR) + Certified Equity Professional (CEP) + Certified Employee Benefits Specialist (CEBS) + Certified Pension Consultant (CPC) + Certified Payroll Professional… more