- JPMorgan Chase (New York, NY)
- We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our ... executive leadership and other forums by crafting a comprehensive story of the High Net Worth Card Product strategy **Required qualifications:** + 8+ years… more
- HSBC (New York, NY)
- …our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire maintain, and ... grow profitable long-term relationships principally focused on High Net Worth individuals. The role owner will be an exceptional team player and client… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... integrated delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a… more
- Bank of America (Melville, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... the impact on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement focused on addressing the planning, personal… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced in the… more
- Mount Sinai Health System (New York, NY)
- …on the end-to-end sales of high -touch concierge healthcare offerings designed for high - net - worth individuals (HNWIs) and ultra- high - net - worth ... to closing deals and overseeing renewals Build and maintain a pipeline of high - net - worth and ultra- high - net - worth individuals, consistently… more
- KeyBank (Albany, NY)
- …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills… more
- Citigroup (New York, NY)
- …and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced ... candidates will possess the credibility to cultivate trusting relationships with existing ultra- high net worth clients of Citi Private Bank, and should be… more
- Bank of America (Syracuse, 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
- City National Bank (New York, NY)
- …banking/credit, personal trust, and brokerage services. * Minimum of 8 years of experience working with high net worth clients * FINRA Series 7 and 63 and 65 ... years of experience in financial services and 8 years of experience working with high net worth clients. * Possesses a proven track record of strong… more
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