- 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
- Truist (Greenwich, CT)
- …and supporting tools and resources pertinent to their role. The Center for Family Legacy integrates with Ultra High Net Worth and High Net ... knowledge of curriculum and instructional design, process consultation and change management, familiarity with Ultra High Net Worth and High Net … 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
- 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
- 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
- Citizens (Tarrytown, NY)
- …client portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra - high - net - worth clients and institutional client accounts ... and understanding of investment solutions. + In depth experience in ultra - high - net - worth investment offerings, leveraging sophisticated investment… 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
- 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
- M&T Bank (New York, NY)
- …and/or work experience, including a minimum of 3 years' sales experience in the high net worth and 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) \#LI-LP1 \#WT M&T Bank is committed to… 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) \#WT \#Wealth M&T Bank is committed to fair, competitive, and market-informed pay for our… 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
- US Bank (Greenwich, CT)
- …work experience - Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires ... no longer required due to business need. Job postings in areas with a high volume of applicants, such as customer service, contact center, and Financial Crimes… 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
- Robert Half The Creative Group (New York, NY)
- …Managing the creative development and execution of marketing and sales materials for Wealth Management's Ultra High Net Worth clients and prospects. * ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more