- Citizens (New York, NY)
- …and interpersonal skills. Preferred Qualifications + Experience working with or supporting high - net - worth or financial services clients. + Familiarity with ... can juggle multiple priorities, and is passionate about delivering high -quality, on-brand creative under tight deadlines. Key Responsibilities + Creative… more
- Citigroup (Brooklyn, 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 ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (Yorktown Heights, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... accountabilities related to management reporting and analysis + Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate… more
- Citigroup (Queens, 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 ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Coinbase (Albany, NY)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to...Collaborative spirit and ability to work effectively within a high -performing team. * Proficiency in G Suite and experience… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …Officer, University-wide will develop and execute successful fundraising strategies for a portfolio of high net worth individuals capable of making 5, 6, and ... Office SuitePreferred Skills, Knowledge and Abilities:Demonstrated ability to work in a high pressure, fast--paced environment Must possess the ability to work with… more
- SitusAMC (New York, NY)
- …on origination opportunities among regional and national brokerage firms, local developers, high net worth individuals, corporations and other owners ... execution on transactions + all stakeholders to maintain a high level of customer service and continuously strive to...+ Proven track record of originating and closing a high volume of securitized CRE conduit loans + At… more
- JPMorgan Chase (New York, NY)
- …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra- high net worth families and their Family Investment Firms. FCG is ... manage projects independently and be ready to assume a high level of responsibility as a member of a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …Global Mortgage Solutions business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients ... 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
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