- City National Bank (New York, NY)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… 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
- 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
- Wells Fargo (New York, 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
- Ballston Spa National Bank (Ballston Spa, NY)
- …to identify new business opportunities and deliver personalized financial solutions to high net - worth clients, focusing on investment management, estate ... A minimum of five years' experience in investments required, coupled with high wealth fiduciary responsibilities. Must be a self-starter and have a demonstrated… more
- JPMorgan Chase (Rochester, NY)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... 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
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... for HR initiatives and programs + Other duties as assigned Qualifications: + High School Diploma or GED equivalent is required; Bachelor's degree is preferred +… 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 ... practices, procedures and techniques. + Marketing and sales experience. + High level negotiations skills. + Good communication and interpersonal skills.… more
- JPMorgan Chase (New York, NY)
- …who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... 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
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... 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