- JPMorgan Chase (New York, NY)
- …highest quality advice, service , capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… 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 ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- 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
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...as a trusted advisor to senior leadership to address high -impact strategic issues across Citi Wealth's lines of business.… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- NBT Bank (Syracuse, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment ... as conduct presentations to potential client groups. Meet with high net worth customers to...us via email at ###@nbtbank.com. The Human Resources Shared Service Center hours of operation are Monday through Friday,… 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...products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring… more
- Robert Half Finance & Accounting (New York, NY)
- …* Stay abreast of industry trends, regulatory developments, and emerging tax issues affecting high net worth individuals. * Share insights and knowledge with ... and support to foster their professional development and ensure high -quality client service . * Collaborate effectively with...with a focus on tax planning and compliance for high net worth individuals and… more
- Truist (New York, NY)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... risk solutions, and family governance solutions. + Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both… more
- Gelfand Rennert & Feldman (White Plains, NY)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...international tax clearances for touring artists + Assist client service team with other projects, as necessary Qualifications +… more