- Citigroup (Hewlett, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… 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 ... Medical Coverage : Includes employer contributions to HSA for High Deductible Health Plan participants. + Dental and Vision...an option to purchase additional long-term coverage. + Life Insurance : Employer-paid basic life insurance , with… more
- Citizens (Brooklyn, 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
- 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 client focus, and understanding of the fundamentals… 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 ... attainment | Full Time | Comprehensive benefits package including medical, dental, life insurance , generous paid time off, a 401(k) Plan with a Company match and… more
- Citigroup (Smithtown, NY)
- …has 115 branches across the NY Metro area with $500MM+ in revenue and a strong high net worth client base. + Individual will be responsible for setting ... the Wealth Team model (Advisors, Portfolio Consultants, Financial Planners and Insurance Specialists) to serve our clients more holistically. + Collaborate with… more
- Neuberger Berman (New York, NY)
- …structural alignment with the long-term interests of our clients, who range from high - net worth individuals to pension funds to institutional investors. ... and personal respect through robust opportunities for internal advancement. High -performing Research Analysts can progress to portfolio management within Research… 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
- Wells Fargo (New York, NY)
- …Private Client Hedging and Monetization group provides equity risk management strategies for high - net - worth clients and related entities. The team structures ... 401(k) Plan + Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident insurance + Parental leave + Critical caregiving… more
- Robert Half Accountemps (Westbury, NY)
- …corporations, partnerships, and trusts + Lead tax planning and consulting projects for high - net - worth individuals and business entities + Interpret and apply ... expert who can manage complex tax engagements, oversee junior staff, and provide high -level guidance to clients or leadership teams. The ideal candidate brings a… more