- Citigroup (New York, NY)
- …the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...and implementation of the optimal operating model within a high growth business. This role is responsible for the… more
- Bank of America (New York, NY)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
- Brookfield Properties (New York, NY)
- Location 111 Worth - 111 Worth St Business We know that a "one-size-fits-all" approach doesn't work when it comes to residential living. That's why, at ... properties may be diverse, one thing is universal: all offer the unparalleled quality, service , and support our residents deserve. If you're ready to be a part of… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Owens Realty Services (Hornell, NY)
- …Carolina, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue. With over 1,000 industry ... Overview Established in 1990, Owens Realty Services is a full- service commercial brokerage, investment, management, maintenance, housekeeping and environmental… more
- Wells Fargo (Melville, NY)
- …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... analysis of personal and business financial data gathered. Delivers distinctive service by completing annual relationship reviews for clients. Brings other wealth… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior colleagues to… more
- Neuberger Berman (New York, NY)
- …+ Solid understanding of traditional asset classes and the nuances of institutional, High - Net - Worth , Wealth Management, or Retail industries. + Experience ... a dynamic environment, managing projects, and partners closely with Onboarding, Client Service , and Investment teams to ensure our investment platform is fully… 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 ... establish, maintain, and build relationships while delivering exceptional client service . In this role you will have extensive client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
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