- 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
- HSBC (New York, NY)
- …individual will establish new relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client ... this role: + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… 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)
- …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)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... team with large scale projects and business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra High Net Worth … 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 ... years of relevant experience in financial services - ideally with Lending experience in a High Net Worth or Ultra High Net Worth organization +… more
- Bank of America (Albany, NY)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners who are… 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(R) Private Client ... a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts… more