- M&T Bank (New York, NY)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the… more
- 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
- Truecare Homecare Agency (Brooklyn, NY)
- …advisors. + Market Expansion: Identify and pursue new referral channels within high - net - worth communities, including luxury senior living, concierge medical ... and relationship management skills. + Familiarity with the needs and expectations of high - net - worth families and private care referral networks. For Senior… 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
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... work across teams and the firm to provide first-class service . **Our Private Banking teams** We're located in more...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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
- NYU Rory Meyers College of Nursing (New York, NY)
- …Service will develop and execute successful fundraising strategies for a portfolio of high - net - worth prospects with the capacity to make $1M+ gifts. ... is one of the nation's premier schools of public service , with a long tradition of preparing leaders who...urban life, promote equity, and drive innovation in public service locally and globally. The Senior Director of Development… more
- JPMorgan Chase (New York, NY)
- …Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra- high - net - worth families in navigating the complexities of family ... will engage regularly with both in-house and third-party lifestyle service providers , JPMA and CWM Financial Advisors, internal...in luxury brands, hospitality or concierge services aimed at ultra- high - net - worth clients + Experience in… more
- US Bank (New York, NY)
- …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... more years of experience in high and ultra- high net worth client wealth...- Ability to partner with colleagues to identify and service unique clients' needs - Well-developed analytical and problem-solving… more
- Neuberger Berman (New York, NY)
- …information + Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth , Mutual Fund, UCITS, SMA, and Sub-advised business ... + Serve as a primary point of contact for high - net - worth clients, addressing inquiries related...and Series 66 required + 2-4 years of client service or support experience in the financial services industry… more
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