- Neuberger Berman (New York, NY)
- …Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate ... of holistic wealth strategy services to help clients achieve financial goals and enhance their experience + Focus on...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net - worth clients of the firm. Working in conjunction with ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- Neuberger Berman (New York, NY)
- …candidate will provide comprehensive and client service support to the wealth advisor's high net worth clients. **Responsibilities** Client Reporting + ... in Salesforce database **Qualifications** + 3+ years' experience in Financial Services, ideally within a finance, audit, and/or operations/servicing capacity… more
- AIG (New York, NY)
- …+ You will be part of the Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- World Insurance Associates, LLC. (New York, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (New York, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- City National Bank (New York, NY)
- …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...referring clients to Rochdale and to communicate and meet high net worth investors who… more
- JPMorgan Chase (New York, NY)
- …new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra- high net ... market and sell wealth management products and services to high net worth and ultra-...A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations,… 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 ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive...ideally in a Credit Card related role in a High Net Worth or Ultra… more
- TD Bank (New York, NY)
- …of Mass Affluent products including annuities, managed solutions and insurance as well as high net worth and brokerage referrals for the Stores which ... role. **Line of Business:** TD Wealth **Job Description:** The Financial Advisor Manager (FAM) is responsible for the direct...product and platform expert resource for team. + Executes high impact activities and ongoing sales / Mass Affluent… more
- Bank of America (New York, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Manhattan South...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- City National Bank (New York, NY)
- …is responsible for attracting and expanding upon relationships with City National Rochdale's (CNR) high and ultra- high net - worth (U/HNW**) clients by ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- Citizens (New York, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
- Citigroup (New York, NY)
- …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… 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)
- …Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (New York, NY)
- …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...Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible… more
- TD Bank (New York, NY)
- …clients in the high - net - worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the ... and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team… more
