- Citigroup (New York, NY)
- …custody of assets held in escrow. The client base for this business includes Ultra High Net Worth Individuals and Families, nationally recognized Law Firms ... with 4+ years in Global Custody experience + Ability to work in a high -volume and fast-paced environment + Excellent verbal & written communication skills + Problem… more
- Bank of America (Rochester, NY)
- …**Qualifications:** + Minimum of 4 years of experience with a financial institution focusing on high net worth client service and sales + BS/BA degree in ... Information * Customer Experience Improvement * Collaboration **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advisors. * Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... objectives. * Communicate effectively, both orally and in writing. * Provide a high level of service. * Establish and maintain effective working relationships at all… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients.Professionalism clients focus and understanding of the fundamentals of… 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
- M&T Bank (Mamaroneck, NY)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... ongoing account reviews and re-evaluation of customer needs + *Deliver a high -quality customer service experience during each customer interaction through a complete… more
- Citizens (NY)
- …unique circumstances. Citizens Wealth Management offers innovative solutions tailored to high - net - worth individuals, families, and foundations. We are ... Let teams make decisions and help them succeed. Create a positive and high -achieving culture. + Drive Outcomes: Raise the bar for yourself and others. Push… more
- NTT America, Inc. (New York, NY)
- …and nurture client relationships: You will develop strong, long-lasting partnerships with high - net - worth clients, becoming their go-to resource for ... maintaining and expanding our client relationships, ensuring that we consistently provide high -quality, tailored solutions that deliver real value to those we serve.… more
- KeyBank (Rochester, NY)
- …Trust Administration + Knowledge of and demonstrates capability to meet with clients of high net worth + Administers complex trust (ex: Special/Supplemental ... and maintains effective working relationships with other team members/partners to ensure high quality and timely administration of assigned accounts + Retains and… more
- JPMorgan Chase (New York, NY)
- …global currencies. **Job Description** We are looking for smart, dynamic talent to join the High Net Worth (HNW) Card Marketing team, focusing on driving ... 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