- 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)
- 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
- City National Bank (New York, NY)
- …Supports PB client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth ... client team in planning, delivery, and regular review with clients. Deliver a high degree of personal contact and open communication among clients and internal team… 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 ... + Edit for quality, clarity, commerciality, style, and grammar to maintain high quality standards. + Adapt materials for audiences (advisors, clients) and regions.… more
- Citizens (Tarrytown, NY)
- …their team. In this role, you would be accountable for providing exceptional service to our high net worth clients and is part of our client facing fiduciary ... broad set of the banks services and capabilities. + Experience working with high net worth individuals + Excellent organizational and interpersonal skills +… more
- 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 ... or elder services. + Familiarity with the needs and expectations of high - net - worth families and private care referral networks. + Strong presentation,… 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
- Citigroup (Queens, NY)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market… more
- Hamilton College (Clinton, NY)
- …for building relationships with and securing seven-, eight-, and nine-figure principal gifts from high net worth individuals in support of the college's ... nine-figure levels at a university or college. + Proficiency engaging unaffiliated, high net worth individuals as prospects, preferably in a college setting.… 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