- JPMorgan Chase (New York, NY)
- We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our ... other forums by crafting a comprehensive story of the High Net Worth Card Product...at synthesizing information into written and verbal communications for senior level audiences + Proven ability to lead and… more
- Truecare Homecare Agency (Brooklyn, NY)
- …+ Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... or elder services. + Familiarity with the needs and expectations of high - net - worth families and private care referral networks. + Strong presentation,… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...to meet the financial needs of our Affluent and High - Net Worth clients, including a… more
- Bank of America (New York, NY)
- Senior Trust Officer New York, New York **Job Description:** At...+ High level of savvy and sophistication re: high net worth clients' concerns / ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
- KeyBank (New York, NY)
- …Wealth Senior Analyst. This role will be pivotal in driving the growth and success of our High Net Worth and Ultra- High Net Worth Clients. ... managed will focus on identifying, scoping, proposing, capturing, and delivering high "mission value added" projects for the Family Wealth business. **Essential… more
- Citigroup (New York, NY)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... We are seeking a Senior Executive Assistant to support the Head of...the workplace through Citi Global Wealth at Work. The Senior Executive Assistant provides support by handling correspondence, managing… more
- M&T Bank (Hauppauge, NY)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#WT M&T Bank is… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. **ESSENTIAL...working complex credit deals and/or in tandem with a senior credit advisor. + Advanced and proven working knowledge… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... support the lending activities of Wealth Banking.** **Job Summary:** The Senior Compliance Business Oversight Manager provides advice, support and objective guidance… 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 ... organization, apply now. We are currently seeking a Wealth and Asset Management Consulting Senior Manager to join our team in New York City, New York (US-NY), United… more