- HSBC (New York, NY)
- …Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up ... new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the… 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
- 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
- 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
- Wells Fargo (New York, NY)
- …trust and agency account administration for high - net worth and ultra - high net worth clients of Wells Fargo Wealth and Investment Management. ... Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth individuals and… 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)
- …vision and execution of our core technology infrastructure that powers wealth management solutions for high - net - worth and ultra - high - net - worth ... Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around the world. Citi… more
- HSBC (New York, NY)
- …As a Senior Wealth Planner, you will work closely with high and ultra - high net worth individuals and families to advise on sophisticated income ... accounting firm, and/or at a wealth management firm advising high and ultra - high net worth clients on wealth planning topics, particularly founders,… 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
- 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 ... and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… 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)
- 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)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our ... or equivalent experience, potentially Masters degree This job description provides a high -level review of the types of work performed. Other job-related duties may… 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
- 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 ... Bank is focused on clients with a minimum net worth of $25mm and serves 40%...help deliver, facilitate and implement investment solutions. + Provide high level of support, including but not limited to… 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 ... + Edit for quality, clarity, commerciality, style, and grammar to maintain high quality standards. + Adapt materials for audiences (advisors, clients) and regions.… 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