- Unknown (New York, NY)
- …wealth management, and a proven network with RIAs and family offices, particularly those serving high - net - worth and ultra- high - net - worth clients. ... The Company is in search of a Managing Director / Director of Relationship Management to spearhead high -touch partnerships with RIAs, multi-family offices, and… more
- Unknown (New York, NY)
- …to join their team. The successful candidate will be responsible for serving as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth ... strong business development and client retention history, excellent communication, and relationship management skills, and a white-glove service mindset. The ideal… more
- Unknown (New York, NY)
- …advisors and subject matter experts, supporting the delivery of comprehensive financial advice to high - net - worth and ultra- high - net - worth ... disciplines. The ideal candidate will have excellent communication and relationship -building skills, strong organizational abilities, and an entrepreneurial spirit… more
- Unknown (New York, NY)
- …-value partnerships, ensuring the delivery of best-in-market offers tailored to the needs of ultra- high - net - worth clients. The Head will also be tasked with ... The role requires a dynamic leader with a hands-on approach to relationship and team management, capable of ensuring the lifestyle proposition remains best-in-class… more
- Unknown (New York, NY)
- …and executing a global membership acquisition strategy, with a focus on targeting ultra- high - net - worth individuals and influencers. This role demands a ... professional with a minimum of 8-10 years' experience in high -end sales or relationship management, particularly within luxury sectors such as automotive, real… more
- 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: 18 ... and prospects who are high -potential future HNW/UHNW (Ultra High Net Worth ) clients + Experienced relationship manager in the banking sector + Proven… more
- JPMorgan Chase (New York, NY)
- …high net worth and ultra- high net worth client segments. + Proven relationship management and stakeholder engagement abilities. + Analytical ... Vice President to serve as the strategic liaison for the extension and integration of CCB high net worth credit card products - including the JP Morgan… 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 (New York, 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
- Neuberger Berman (New York, NY)
- …activities and ensure consistent execution across the client base. The SRM will manage high net worth client relationships across all products and services, ... Management (PAM) team within NB Private Wealth, the Senior Relationship Manager (SRM) is responsible for leading the overall...Qualifications:** + 15+ years of experience working directly with high - net - worth clients in a financial… 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
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the...the primary point of contact for advisors and their high - net - worth clients. The ideal candidate ... Financial Advisor's team. A Relationship Manager works in close partnership with the Financial...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… 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)
- …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 (Paramus, NJ)
- …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
- City National Bank (New York, NY)
- …products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support ... focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new… 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
- City National Bank (New York, NY)
- …10 years of sales and relationship management experience in financial services preferably with high net worth clients. * FINRA Series 7 and 63 and 65 ... management, trust and estate planning, and brokerage. Manages overall relationship profitability and portfolio risk and is responsible for...Strong understanding of all products and services applicable to high net worth clients. *… 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
