- KeyBank (Albany, NY)
- …clients by providing expert trust and estate settlement administration and counsel to High - Net - Worth clients and their beneficiaries. Actively manages trust ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs + Fulfills… more
- Citigroup (Bronxville, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
- Citizens (New York, NY)
- …a high -quality credit portfolio across private banking clients, including high - net - worth individuals, family offices, and select corporate entities. ... + Establish and maintain credit risk frameworks, policies, and guidelines tailored to high - net - worth (HNW) and ultra- high - net - worth (UHNW)… more
- Bank of America (Buffalo, NY)
- …* A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... **Job Description:** This job is responsible for working with complex, high - net - worth investors to create customized investment strategies. Key… more
- KeyBank (Syracuse, NY)
- …- Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills ... sales goals. - Participates in relationship reviews as fiduciary expert on high - net - worth teams. - Identifies and prioritizes trust and other opportunities… 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
- KeyBank (New York, NY)
- …BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth ... and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** + Microsoft Office… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …a portfolio of approximately 50 principal gift level ($10M+) prospects with a focus on high net worth non-alumni. Create goals and tracks progress against ... proactive research of how NYU's programs align with the priorities for high net worth philanthropists. Cultivate fundraising volunteers who can support… more
- HSBC (New York, NY)
- …growth through the entire coverage of wealth management spectrum - from mass affluent to ultra- high net worth . The role is responsible for the development ... of Wealth and Private Bank Relationship Managers and supporting staff, Ultra High Net Worth Private Bank, Investment Counselors, Wealth Planning and Wealth… more
- HSBC (New York, NY)
- …share. As a Senior Wealth Planner, you will work closely with high and ultra- high net worth individuals and families to advise on sophisticated income ... firm, and/or at a wealth management firm advising high and ultra- high net worth clients on wealth planning topics, particularly founders, entrepreneurs,… more
Recent Jobs
-
Expert Software Engineer
- Leidos (Reston, VA)
-
QMS Document Control Owner
- Cytiva (Miami, FL)
-
O&M Sr. Field Engineer
- Raytheon (Aurora, CO)
-
Labor & Employment Associate
- Fox Rothschild LLP (Denver, CO)