- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ Ultra - High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:**… more
- HSBC (New York, NY)
- …Familiarity in working with clients and prospects who are high -potential future HNW/UHNW ( Ultra High Net Worth ) clients + Experienced relationship ... High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 12 Nov… more
- Citigroup (New York, NY)
- …Bank 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 ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- Mount Sinai Health System (New York, NY)
- …a focus on selling high -touch concierge healthcare offerings tailored for high - net - worth individuals (HNWIs) and ultra - high - net - worth ... the guidance of senior team members Assist in building and maintaining a pipeline of high - net - worth and ultra - high - net - worth individuals,… more
- JPMorgan Chase (New York, NY)
- …and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra - high net worth clients. This ... effectively market and sell wealth management products and services to high net worth and ultra - high net worth clients. + A sound knowledge… more
- Comerica (New York, NY)
- …IV in our Advisor Solutions group, is responsible for serving as relationship manager for Ultra High Net Worth (UHNW) relationships by providing insight ... meet service standards and are focused on the customer.Position Responsibilities: Manages Ultra High Net Worth relationships in accordance with the… more
- JPMorgan Chase (New York, NY)
- …will leverage your expertise in family wealth solutions to deliver tailored experiences for ultra - high - net - worth families. In this role, you will engage ... interest or experience in luxury brands, hospitality or concierge services aimed at ultra - high - net - worth clients + Experience in event management +… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals 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 captures wealth management in the… more
- KeyBank (New York, NY)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- Citigroup (New York, NY)
- …unified wealth platform that serves clients across the wealth continuum. Wealth serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the… more
- JPMorgan Chase (New York, NY)
- …by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra - high net worth client ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (New York, NY)
- …CIO office to translate complex investment ideas into clear, impactful narratives that resonate with High - Net - Worth (HNW) and Ultra - High - Net - ... teams to translate investment outlooks, thematic insights, and portfolio strategies into high -impact content for clients and advisors. + Support the development and… more
- JPMorgan Chase (New York, NY)
- …procedures + Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra - high net worth clients and prospects + ... provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations. Job… 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 ... Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world's most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete… more
- BlackRock (New York, NY)
- …securities, BlackRock Mutual Funds, and iShares ETFs to customize, diversify, and tailor investment solutions to high net worth / ultra - high net ... worth and institutional clients. We are seeking a highly experienced leader with deep expertise in the Separately Managed Accounts to lead the organization towards the next generation of BlackRock's SMA platform. The role combines deep knowledge of Aladdin… more
- M&T Bank (New York, NY)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#Wilmingtontrust \#wealthmanagement M&T Bank is committed to fair, competitive,… more
- JPMorgan Chase (New York, NY)
- …key initiatives. The Private Bank serves as a trusted partner to high and ultra - high net worth clients to help them achieve their financial goals. ... with the priorities of each business. **Job responsibilities** + Provide a high level of responsiveness to executive ad-hoc requests related to project management,… more
- Citigroup (New York, NY)
- …America businesses. Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client ... expectations. + Actively supports a Private Banker in delivering consistently high quality banking, credit, trust, fiduciary, capital markets and investment services… more
- City National Bank (New York, NY)
- …and expanding upon relationships with City National Rochdale's (CNR) high and ultra - high net - worth (U/HNW**) clients by collaborating with Senior ... customized strategy explanations that are consistent across the enterprise and of high quality. * Assist Wealth Analyst with preparation of reports/dashboards and… more
- JPMorgan Chase (New York, NY)
- …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra - high net worth families and their Family Investment Firms. ... manage projects independently and be ready to assume a high level of responsibility as a member of a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more