- 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)
- …information + Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth , Mutual Fund, UCITS, SMA, and Sub-advised business ... + Serve as a primary point of contact for high - net - worth clients, addressing inquiries related...reviews across business lines + Create, monitor, and update financial and client data reports; compile and distribute daily,… 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)
- …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... + 2+ years of proven client service/support or related experience in the financial services industry + An undergraduate degree and Series 7 and 66 licenses… 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
- Citizens (New York, NY)
- …communication and interpersonal skills. Preferred Qualifications + Experience working with or supporting high - net - worth or financial services clients. + ... can juggle multiple priorities, and is passionate about delivering high -quality, on-brand creative under tight deadlines. Key Responsibilities + Creative… 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
- JPMorgan Chase (New York, NY)
- …The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... JP Morgan Chase & Co. is a leading global financial services firm with assets of more than $2...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- US Bank (New York, NY)
- …companies, sovereign wealth funds, feeder vehicles and high - net - worth individuals. + Prepare comprehensive written and financial analyses, determine ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… more
- US Bank (New York, NY)
- …companies, sovereign wealth funds, feeder vehicles and high - net - worth individuals. * Prepare comprehensive written and financial analyses, determine ... best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We… 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
- 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
- Robert Half Finance & Accounting (Parsippany, NJ)
- Description Highly successful and established wealth management firm seeks an experienced high net worth tax accountant/preparer to join their organization. ... proper tax handling of various items. Strong experience with HIGH NET WORTH 1040's, understanding...all source documents, prior experience with preparing Schedule C financial statements for smaller companies as well as ability… 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 (Jersey City, NJ)
- … 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 Stage 1 - Journal Square...+ Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- Bank of America (Waldwick, NJ)
- … 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 - Waldwick ...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
