- NYU Rory Meyers College of Nursing (New York, NY)
- …Public Service will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects with the capacity to make $1M+ gifts. ... urban life, promote equity, and drive innovation in public service locally and globally. The Senior Director of Development (SDoD) at NYU Wagner Graduate School of… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... 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
- KeyBank (Tarrytown, NY)
- …open architecture environment. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …of lead Financial Advisors. * Prepares presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... Coordinates efforts to gather data to assist Financial Advisors in preparing responses to client or prospect requests. * Creates portfolio/equity snapshots, researches investments and provides fund reports upon request to clients. * Collects and compiles… more
- 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 ... in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the...accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should… more
- 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...understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help… more
- M&T Bank (Buffalo, NY)
- …management, financial planning, trust, and private banking products and services to individuals in the affluent, high net worth , and ultra- high net ... participation in classroom training, observations of departmental presentations, interaction with senior management, peer networking, and working in teams on two… more
- JPMorgan Chase (New York, NY)
- …the following skills: conducting financial risk assessment and financial analysis for Ultra High Net Worth (UHNW) individuals; underwriting various asset ... a core part of the company's offering. Partner with Senior Bankers to uncover needs, deliver sophisticated and innovative...order to identify client needs regarding their financial position, net worth , and credit metrics; drafting financial… more
- Citigroup (New York, NY)
- …the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... families, including entrepreneurs and business owners, single-and multi-family offices, senior corporate executives, next generation/inherited wealth, law firms and… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... your growth and maximize your experience through training classes, our senior speaker series, market discussions and networking opportunities. We're looking for… more
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