- Bank of America (New York, NY)
- …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
- Bank of America (New York, NY)
- …: + Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales + Investment administration experience ... Networking * Organizational Effectiveness * Result Orientation **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent… more
- City National Bank (New York, NY)
- …(PWS) team, and is responsible for expanding CNR's relationships with its financial advisors, high and/or ultra- high net - worth (H/UHNW**) clients and ... prospective clients. Helps to attract new prospective clients to CNR by partnering with field business development officers. Initially support Senior Wealth Strategists throughout the planning process, with the ultimate goal of independently working on… more
- Bank of America (New York, NY)
- …with a financial institution supporting executive level management, preferably in the high net - worth space. + Exceptional communication skills, both ... and organizational skills with the ability to appropriately prioritize while maintaining a high level of client service and attention to detail. + Must use… more
- JPMorgan Chase (New York, NY)
- …plans, insurance companies, endowments & foundations, as well as family offices, trusts, and high - net worth individuals. The team also works with consulting ... 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
- Citizens (Manhasset, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized wealth… more
- JPMorgan Chase (New York, NY)
- …asset managers, mutual funds, money market funds, insurance companies, corporations, hedge funds, high net worth individuals, and retail investors. The ... 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
- Bank of America (Melville, NY)
- …1 year of experience with a financial institution focusing on client service and sales + High net worth client service and sales experience desired + BS/BA ... Customer Experience Improvement Decision Making Pipeline Management **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent… more
- Bank of America (Melville, NY)
- …wealth transfer * 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business ... + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more