- Morgan Stanley (New York, NY)
- …Bank, NA is seeking a high potential candidate to help grow our National Sales Ultra High Net Worth team serving this client segment (UHNW). The ... Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in order to further… 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
- City National Bank (New York, NY)
- …BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high - net - worth and ultra - high - net - worth individuals ... you will help deliver tailored financial solutions to high - and ultra - high - net - worth families, select professional services firms and select… more
- Raymond James Financial, Inc. (New York, NY)
- …to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate will ... integrity and confidentiality. * Conduct transactions for high profile and high net worth clients. * Research and analyze financial statements, perform… more
- Charles Schwab (New York, NY)
- …of influence within the market (CPAs, attorneys, etc..) + **Must have: 10+ years of Ultra High Net Worth experience, family office sales experience ... better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra - high net worth (UHNW) retail clients with $10M+ in… more
- JPMorgan Chase (New York, NY)
- …strategic asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra - high - net - worth clients, with portfolio size ... stocks and employee options; Portfolio risk management; US and cross-border Asia ultra - high - net - worth clients in wealth management. Job Location: 390… more
- Citigroup (Bronxville, 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
- JPMorgan Chase (New York, NY)
- …this role will partner with Financial Advisors and other internal stakeholders to provide ultra - high net worth (UHNW) clients and their families ... proven experience in financial services including, but not limited to financial planning, Affluent/ High Net Worth solutions, working with high net … 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
- JPMorgan Chase (New York, NY)
- …comfortable working with individuals and families ranging from affluent to high - and ultra - high net worth . The successful individual should approach ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Citigroup (New York, NY)
- …platform that serves clients across the wealth continuum. The Wealth business serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank (CPB), operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in… more
- M&T Bank (New York, NY)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The… more
- Bank of America (New York, NY)
- …include applying thought leadership and credit expertise to structure credit solutions to meet ultra - high - net - worth client's needs. The purpose of the CE ... experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication skills *… more
- JPMorgan Chase (New York, NY)
- …Family Coverage Group is a coverage effort in the Commercial & Investment Bank focused on ultra - high net worth Families and Family Investment Firms. The ... and ideas concisely and defend their validity while maintaining high attention to detail + Very strong financial modeling/valuation...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Morgan Stanley (New York, NY)
- …Manager for our Liquid Products Team which specializes in bespoke financing transactions for Ultra - High Net Worth clients, including diversified and ... covering financial statements, collateral, and review of loan documents *Producing high quality credit memoranda clearly outlining transaction structure, results of… more
- Citizens (New York, NY)
- …be the critical client-facing role for the Partner Lending business serving high and ultra - high net worth clients and prospects. Partner lending will ... offer lending facilities to individual consumer borrowers as they seek to invest in Private Equity/Venture Capital funds or borrow to meet a capital contribution requirement of a professional partnership. As an CRM, the individual will be responsible for… more
- Morgan Stanley (New York, NY)
- …a variety of products and services to corporations, governments, financial institutions, and ultra - high net worth clients. Wealth Management provides ... papers, schedules, and summaries documenting testing and issues identified with a high level of quality * Validate remediation of control deficiencies, internal… more
- Morgan Stanley (New York, NY)
- …seeking a Portfolio Manager for our Alternatives Lending Team. The Tailored Lending Group provides Ultra High Net Worth clients with customized lending ... banking clients * Ability to meet deadlines and multi-task in a fast-paced environment * High level of focus on work quality and attention to detail * Ability to… 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 ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (Garden City, 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 ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more