• Sales Executive - Personal Lines / High…

    World Insurance Associates, LLC. (Farmingville, NY)
    …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
    World Insurance Associates, LLC. (09/12/25)
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  • Lead Custom Credit Advisor

    M&T Bank (Buffalo, NY)
    **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra- High Net Worth (UHNW) clients and is primarily responsible ... team to present Wilmington Trust (WT) credit solutions to high net worth and ultra-...a team that provides sales, portfolio management and client service support. Further, the position interacts with clients as… more
    M&T Bank (09/19/25)
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  • Citi Private Bank - UHNW Investment Counselor

    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 ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
    Citigroup (10/02/25)
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  • Private Client Producer II

    AON (NY)
    …connections, and communities, and focus on developing client and referral opportunities in our High Net Worth - Private Client Practice. Aon is in the ... limits, deductibles, and other pertinent information + Work with service person or marketer to complete company submissions and...property and casualty insurance sales producer experience, preferably in high net worth + Proficient… more
    AON (08/18/25)
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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 ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...ideally in a Credit Card related role in a High Net Worth or Ultra… more
    Citigroup (08/14/25)
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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 ... FROSCH specializing in curating bespoke luxury travel experiences and concierge services for ultra- high net worth individuals (UHNWI) and families worldwide.… more
    JPMorgan Chase (09/17/25)
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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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  • Investment Assoc Intmd Analyst Officer

    Citigroup (New York, NY)
    …is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...the individual, family and business needs of over 10,000 ultra- high net worth clients around… more
    Citigroup (09/05/25)
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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 ... fiduciary policies and procedures to ensure satisfactory audits and service standards are met + Identify and recommend opportunities...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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  • Senior Wealth Advisor SAFE Act - Downtown…

    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 ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong… more
    Citigroup (09/04/25)
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