- 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
- Jet Aviation (Teterboro, NJ)
- …or a related field. + At least 5 years of experience managing accounts for high - net - worth individuals, ideally in the private aviation or luxury service ... and excellence. + A team player and a natural relationship builder with excellent communication skills, ready to connect...+ Be the primary point of contact for our high - net - worth clients, building strong relationships… 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
- NJEDA (Newark, NJ)
- …client financial needs, financial statements (income, balance sheet, cash flow, personal net worth statements, and tax returns) and calculate debt services. ... Follows through on initiatives with minimal supervision and consistently delivers high -quality results. + Strong relationship management skills, with the… more
- KeyBank (Tarrytown, NY)
- … team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as… 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 (Hewlett, 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)
- …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
- 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
