- Wilmington Trust (New York, NY)
- …sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra - High Net Worth ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based… more
- Oliver James (New York, NY)
- …client is a respected independent wealth management firm built to serve the evolving needs of high - net - worth and ultra - high - net - worth ... We are partnering with a fast-growing, advisor-first RIA that offers equity, high -end support, and career development for ambitious advisors who are ready to break… more
- Franklin Templeton (New York, NY)
- …across generations. We offer a dynamic and collaborative approach to managing wealth for high - net - worth and ultra high - net - worth individuals ... and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact… 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 ... required with a financial institution focusing on sales, preferably in the high net worth space *Strong verbal and written communication skills *Strong… more
- Avior Executive Search (New York, NY)
- …Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only ... about a year old they have over 15B AUM and growing. The founder is a UHNW baking veteran that was asked by his clients to launch his own firm and tare backing him as well. The firm is completely client driven. The candidate profile is quite simple: 1) You… more
- 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
- Citigroup (Ridgewood, NJ)
- …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
- 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
- Bank of America (New York, NY)
- …Qualifications** Familiarity with Private Banking ( High Net Worth / Ultra High Net Worth ) **Skills:** + Advisory + Client Management + Client ... and treasury revenue growth through his/her subject matter expertise and high value, high touch and advisory client engagements. The Specialists support the… 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
- 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
