- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Robert Half Finance & Accounting (New York, NY)
- …* Stay abreast of industry trends, regulatory developments, and emerging tax issues affecting high net worth individuals. * Share insights and knowledge with ... in public accounting, with a focus on tax planning and compliance for high net worth individuals and entertainment industry clients. + Strong technical… more
- JPMorgan Chase (New York, NY)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across banking, lending, and investments? This is a unique opportunity… more
- JPMorgan Chase (New York, NY)
- …structures, negotiating, credit analysis, and portfolio management. + Advanced knowledge of the high net worth industry and financial markets. + Superior ... communication skills. **Preferred qualifications, capabilities, and skills:** + Experience with high net worth lending and capital markets. + Familiarity… 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 ... Private Bankers, Financial Advisors and Lending Advisors act as trusted advisors to many of the world's most successful and influential individuals and families. We provide global insights informed by deep local knowledge and help deliver the complete… more
- Robert Half Legal (New York, NY)
- …mediations, and settlement conferences. + Provide guidance on complex cases involving high - net - worth asset division. + Collaborate with other attorneys ... and adoptions. + Expertise in drafting motions, conducting depositions, and handling high - net - worth asset division cases. + Juris Doctor (JD) degree and… more
- Bank of America (New York, NY)
- …* Prior experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication ... to structuring highly customized credit solutions to meet the unique needs of our ultra- high - net - worth clients. The purpose of the CE is to proactively and… more
- Robert Half Finance & Accounting (Albany, NY)
- …join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; ... and 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Truist (New York, NY)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... solutions, and family governance solutions. + Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both financial… more
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