- 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
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful track… more
- Wells Fargo (New York, NY)
- …and counsel regarding securities-based, mortgage, and custom lending, as well as banking support for high net worth / ultra - high net worth ... bank and broker dealer lending products; custom and mortgage lending transactions; and banking for high net worth / ultra - high net worth … more
- Citigroup (New York, NY)
- …+ 15+ years of experience in High Net Worth and Ultra High Net Worth Lending + Solid knowledge of financial markets, investments, banking and ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- Citigroup (New York, NY)
- …+ Must have experience working with high - net - worth and ultra - high net worth clients on their sophisticated planning needs. Present and ... existing clients' share of wallet and win a greater percentage of their high net worth prospects through high -level sophisticated planning concepts.… more
- Citigroup (New York, NY)
- …7, 66 or 63 and 65. **Desirable:** * Previous investments experience with high and ultra - high net worth individuals. * CFA, CAIA, FRM designation or ... analytical and highly customized investment strategies with specific actionable solutions for ultra - high - net - worth relationships. The position has a… more
- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra - high - net - worth ... provide white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30… 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
- Bank of America (Iselin, NJ)
- …for the administration and business development of the Merrill Family Office Services' (MFOS) ultra - high net worth clients. Key responsibilities include ... or reviewing complex tax returns including federal and multi-state returns for high net worth individuals, gift, S corporations, partnerships, trusts and… more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around ... Strategy team serves as a trusted advisor to senior leadership to address high -impact strategic issues across Citi Wealth's lines of business. The team works in… 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 ... products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring...and Affluent segments. + Experience as part of a high performing lending team and a desire to drive… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra - high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Citigroup (New York, NY)
- …leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients ... Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions + Appropriately assess risk… more
- Bank of America (New York, NY)
- …expertise to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. The purpose of the CE is to ... experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication skills *… more
- Truist (New York, NY)
- …risk solutions, and family governance solutions. + Demonstrated ability to advise and deliver ultra - high net worth families on a wide variety ... Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the broader client… more
- JPMorgan Chase (New York, NY)
- …Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra - high net worth clients. Join our dynamic and growing ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (New York, NY)
- …centers of influence **Required Skills:** + 15+ years' experience in private banking ( ultra high - net - worth space), business development and relationship ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
- City National Bank (New York, NY)
- …is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra - high net - worth (UHNW**) clients. Helps to attract new ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
- JPMorgan Chase (New York, NY)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra - high net worth individuals and families ... 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
- Citizens (New York, NY)
- …provider for clients at all stages of their financial journeys - from mass affluent to ultra high - net worth . Reporting to the Head of Private Banking ... integrated communications strategies aligned with business goals. + Develop high -impact content: press releases, executive presentations, thought leadership, and… more