• Special Needs Trust Manager - Fiduciary Manager

    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 ... to Special Needs Trust administration + Experience in wealth management with high - net - worth clients of at least five million dollars **Job Expectations:**… more
    Wells Fargo (09/16/25)
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  • Senior Wealth Advisor SAFE Act - Downtown…

    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
    Citigroup (09/04/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
    KeyBank (08/21/25)
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  • Investment Assoc Intmd Analyst Officer

    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 ... is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on… more
    Citigroup (09/05/25)
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  • Senior Estate Planner - Wealth Advisory Team

    Neuberger Berman (New York, NY)
    …Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate ... in law and/or wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus on trust and estate planning +… more
    Neuberger Berman (09/13/25)
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  • Private Client Outreach Specialist - Private Pay…

    Truecare Homecare Agency (Brooklyn, NY)
    …advisors. + Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... relationship management skills. + Familiarity with the needs and expectations of high - net - worth families and private care referral networks. For Senior… more
    Truecare Homecare Agency (08/08/25)
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  • PWM Private Wealth Advisor

    US Bank (New York, NY)
    …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... - 10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - Excellent… more
    US Bank (09/26/25)
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  • Wealth Management, Deposit & Treasury Sales…

    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
    JPMorgan Chase (08/01/25)
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  • Brand Manager Associate

    JPMorgan Chase (New York, NY)
    …team is seeking a Brand Manager to drive brand strategy and creative excellence across the High - Net - Worth (HNW) and Ultra- High - Net - Worth (UHNW) ... 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 (10/02/25)
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  • Private Bank, Commercial Real Estate Lending…

    JPMorgan Chase (New York, NY)
    …group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations. Job ... to communicate and recommend advice-driven credit solutions to highly sophisticated ultra- high net worth clients and prospects + Sales experience including:… more
    JPMorgan Chase (09/29/25)
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