• Investment Consultant

    City National Bank (New York, NY)
    …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale...referring clients to Rochdale and to communicate and meet high net worth investors who… more
    City National Bank (08/24/25)
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  • Citi Wealth Lending - US Cards Relationship…

    Citigroup (New York, NY)
    Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... by deep local knowledge and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive...ideally in a Credit Card related role in a High Net Worth or Ultra… more
    Citigroup (08/14/25)
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  • Financial Solutions Advisor Registration…

    Bank of America (Brooklyn, NY)
    … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Greenpoint ...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
    Bank of America (10/02/25)
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  • Advisor Development Program - Financial…

    Bank of America (Buffalo, NY)
    …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Advisor Development Program - Financial Solutions Advisor Trainee: Fountain Plaza Financial Center Buffalo, New York **To proceed with your application, you must… more
    Bank of America (09/19/25)
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  • Private Client Financial Advisor - Upper…

    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, ... a group of experienced advisors that help individuals and families attain their financial goals. Our Private Client Financial Advisors (PCFAs) conduct thorough… more
    Citizens (10/02/25)
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  • Senior Wealth Advisor SAFE Act - Downtown…

    Citigroup (New York, NY)
    …a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and Citigold(R)… more
    Citigroup (09/04/25)
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  • Luxury Travel Designer

    JPMorgan Chase (Rochester, NY)
    …passion for luxury travel and a keen understanding of the needs and expectations of ultra- high net worth clientele. As a Luxury Travel Designer within ... curating bespoke luxury travel experiences and concierge services for ultra- high net worth individuals (UHNWI)...on the responsibility of handling invoices and managing all financial elements of the trips, aiming for both transparency… more
    JPMorgan Chase (09/17/25)
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  • Special Needs Trust Manager - Fiduciary Manager

    Wells Fargo (Purchase, NY)
    …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... to achieve objectives + Manage allocation of people and financial resources for Fiduciary Products + Mentor and guide...Needs Trust administration + Experience in wealth management with high - net - worth clients of at least… more
    Wells Fargo (09/16/25)
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  • Investment Assoc Intmd Analyst Officer

    Citigroup (New York, NY)
    …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... variety of service and investment advice to an Ultra High Net Worth client base...changes to the investors' holdings after evaluating the economic, financial and market factors and the potential impact on… more
    Citigroup (09/05/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
    KeyBank (08/21/25)
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