• Trust Officer-Trust & Estate Settlement

    KeyBank (Albany, NY)
    …clients by providing expert trust and estate settlement administration and counsel to High - Net - Worth clients and their beneficiaries. Actively manages trust ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs + Fulfills… more
    KeyBank (05/08/25)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Bronxville, NY)
    …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R)...high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where… more
    Citigroup (04/09/25)
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  • KPB Trust Officer

    KeyBank (Syracuse, NY)
    …- Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills ... attaining team sales goals. - Participates in relationship reviews as fiduciary expert on high - net - worth teams. - Identifies and prioritizes trust and other… more
    KeyBank (04/23/25)
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  • Senior Wealth Advisor SAFE Act - Forest Hills…

    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 (04/25/25)
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  • Client Service Manager (Private Wealth)

    CIBC (New York, NY)
    …experience in a client service role and understand the needs of high - net - worth clients. + **Strong communicator:** You possess excellent verbal and ... and high -quality client experience. **How you'll succeed** + **Deliver high -touch service :** Manage onboarding, account openings, and operational support… more
    CIBC (04/24/25)
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  • JP Morgan Advisors - Client Service Group…

    JPMorgan Chase (New York, NY)
    Join our team at 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 a dedicated wealth management business and the...to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be… more
    JPMorgan Chase (05/07/25)
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  • Advanced Markets - Tax Planning Consultant

    Guardian Life (Albany, NY)
    …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... working with financial representatives who provide planning strategies to high income/ high net worth...on projects, committees, and company initiatives to improve processes, service and product offerings as needed. + Apply unique… more
    Guardian Life (04/22/25)
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  • Private Client Relationship Manager

    JPMorgan Chase (New York, NY)
    …minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...responsible for fostering and maintaining client relationships through exceptional service and targeted advice, providing a path for accessing… more
    JPMorgan Chase (04/10/25)
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  • JP Morgan Advisors - Relationship Manager

    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 ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
    JPMorgan Chase (04/10/25)
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  • Banker, Life Lending

    EverBank (Albany, NY)
    …is responsible for originating, structuring, and managing Life Premium Financing solutions for high - net - worth individuals (HNWIs) and ultra- high - net - ... is to deliver to our clients high -performing, high -yield solutions backed by exceptional service , always giving them the advantage they expect, to make… more
    EverBank (05/07/25)
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