- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth ... provide white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30… more
- AON (NY)
- …Casualty license + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety of ... + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety of computer programs… more
- Wells Fargo (Purchase, NY)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... requirements + Engage clients, advisors, and internal partners to deliver a high -touch client experience within a strong risk management framework + Independently… more
- Guardian Life (Albany, NY)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more
- Citigroup (New York, NY)
- …or 63 and 65. **Desirable:** * Previous investments experience with high and ultra- high net worth individuals. * CFA, CAIA, FRM designation or progress ... and highly customized investment strategies with specific actionable solutions for ultra- high - net - worth relationships. The position has a responsibility… more
- JPMorgan Chase (New York, NY)
- …the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Robert Half Management Resources (Uniondale, NY)
- …* Prepare individual, partnership, and corporate tax returns with a focus on high -volume and high - net - worth clients. * Ensure compliance ... to collaborate with team members and clients. * Experience working with high - net - worth individuals and businesses. * Bachelor's degree in Accounting or… more
- NBT Bank (Syracuse, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment ... as well as conduct presentations to potential client groups. Meet with high net worth customers to discuss investment needs. Actively allocate clients… more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the ... Strategy team serves as a trusted advisor to senior leadership to address high -impact strategic issues across Citi Wealth's lines of business. The team works 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 ... products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring...and Affluent segments. + Experience as part of a high performing lending team and a desire to drive… more