- City National Bank (New York, NY)
- …environment and help make a sales impact? City National Rochdale, a specialized high - net - worth investment manager, is looking for a persuasive communicator ... development, analytics, and CRM * Ability to work independently and manage a high volume of leads effectively * Strong communication and interpersonal skills *… more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... + Comprehensive Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision Coverage : Ensuring… more
- Citizens (New York, 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
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more
- Neuberger Berman (New York, NY)
- …+ Solid understanding of traditional asset classes and the nuances of institutional, High - Net - Worth , Wealth Management, or Retail industries. + Experience ... requirements analysis and collaborate with stakeholders to deliver solutions with high reusability and maintainability. Focus on developing flexible data models and… more
- JPMorgan Chase (New York, NY)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra- high net worth individuals and families in ... 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
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen… more
- Scotiabank (New York, NY)
- …+ Collaborate with the trading team to develop and optimize structured investments targeting high net worth individuals + Monitor lifecycle process and ... a purpose driven winning team, committed to results, in an inclusive and high -performing culture. **Title: Associate Director, Structured Note Sales / GBM - New… more
- Wells Fargo (Little Neck, NY)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more
- City National Bank (New York, NY)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a legal and administrative review of all… more
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