• Ultra High Net Worth…

    HSBC (New York, NY)
    …our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire maintain, and ... grow profitable long-term relationships principally focused on High Net Worth individuals. The...generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use… more
    HSBC (05/02/25)
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  • Ultra High Net Worth…

    HSBC (New York, NY)
    …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
    HSBC (04/24/25)
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  • Sr. Wealth Advisor

    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 ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...a broad range of wealth products and services to high net worth individuals. **ESSENTIAL… more
    Truist (03/27/25)
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  • Citi Wealth at Work - Investment Counselor - D/MD

    Citigroup (New York, NY)
    …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
    Citigroup (03/12/25)
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  • Wealth Strategies Advisor

    Bank of America (Melville, NY)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in wealth ... on topics impacting the U/HNW client segment, or provide service to clients. Assist with the retention of U/HNW...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
    Bank of America (03/21/25)
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  • SVP, Investment Counselor - Citi Private Bank

    Citigroup (New York, NY)
    …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US and Canada. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced… more
    Citigroup (04/23/25)
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  • KPB Trust Officer

    KeyBank (Albany, NY)
    …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills… more
    KeyBank (03/26/25)
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  • Merrill Financial Solutions Advisor - NY…

    Bank of America (Syracuse, NY)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (04/09/25)
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  • Trust Client Service Associate

    Citizens (Tarrytown, NY)
    …team. In this role, you would be accountable for providing exceptional service to our high net worth clients and is part of our client facing fiduciary ... of our fiduciary clients including new client onboarding, client service and client retention. This person will need to...the banks services and capabilities. + Experience working with high net worth individuals +… more
    Citizens (05/03/25)
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  • Family Wealth Office Director

    KeyBank (New York, NY)
    …BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth ... execution of the plan + Owns the execution of service strategy and overall client experience for uhnw families...industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT… more
    KeyBank (04/15/25)
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