- 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
- HSBC (New York, NY)
- …individual will establish new relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client ... this role: + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
- HSBC (New York, NY)
- …and revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client ... disability or medical condition, genetic information, military or veteran service , religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital… 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 ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Albany, 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
- 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...financial services - ideally with Lending experience in a High Net Worth or Ultra… more
- New York State Civil Service (Albany, NY)
- …State Integrated Eligibility System (IES) Program is seeking a skilled and collaborative . NET Developer intern to support the development of modernization of the New ... and Child Support. The ideal candidate has experience or exposure coding. NET framework and can contribute to both front-end and back-end application development.The… more
- AON (NY)
- …Casualty license + 4+ years property and casualty insurance sales producer experience, preferably in high net worth + Proficient in using a variety of ... 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
- 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
- City National Bank (New York, NY)
- …white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30 years, ... CNR client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth individuals and… more