- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- World Insurance Associates, LLC. (Farmingville, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- Guardian Life (New York, NY)
- …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC growth… more
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra- High Net Worth (UHNW) clients and is primarily responsible ... with an integrated Wealth Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra- high net worth clients… 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
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and… more
- AON (NY)
- …connections, and communities, and focus on developing client and referral opportunities in our High Net Worth - Private Client Practice. Aon is in the ... + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety of computer programs… 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 ... experience in financial services - ideally in a Credit Card related role in a High Net Worth or Ultra High Net Worth organization. + Solid… more
- City National Bank (New York, NY)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 +… more
- JPMorgan Chase (Rochester, NY)
- …passion for luxury travel and a keen understanding of the needs and expectations of ultra- high net worth clientele. As a Luxury Travel Designer within ... in curating bespoke luxury travel experiences and concierge services for ultra- high net worth individuals (UHNWI) and families worldwide. Our clients… more
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