- 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 ... luxury hospitality, or elder services. + Familiarity with the needs and expectations of high - net - worth families and private care referral networks. + Strong… more
- KeyBank (NY)
- …goals. The ARM works to identify growth opportunities in an existing book of high - net - worth clients or through dedicated internal referral channels to ... of the KPB Sales Process, Client Experience and Client Service Standards. + Employs and maintains a disciplined approach...and verbal communication skills. + Experience in working with high - net - worth individuals and their financial… 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
- 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...for quality, clarity, commerciality, style, and grammar to maintain high quality standards. + Adapt materials for audiences (advisors,… more
- Citizens (New York, NY)
- …degree preferred + 10+ years of compliance supervision with at least 4 of those years working with High Net Worth /Ultra High Net Worth Wealth ... individual will work independently and receive minimal guidance while maintaining client service and compliance standards as new wealth teams are transitioned to the… 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
- 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
- Tiffany & Co. (New York, NY)
- …chauffeur's license and any other relevant certifications. + Prior experience working with high - net - worth individuals or within a luxury brand preferred. ... luxurious transportation experience for our esteemed clientele. This role demands a high level of professionalism, discretion, and exceptional service . The… more
- Nuveen Investments (New York, NY)
- …with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients that invest in the company's products. ... Customer Relationship Management system to ensure clients are receiving high quality customer service . + Partner with...ensure clients are receiving high quality customer service . + Partner with Distribution, Global Client Services, SMA… more
- Robert Half Legal (New York, NY)
- …and entertainment companies, investment firms, brands, influencers, financial institutions, and high - net - worth individuals and family offices. About the ... real estate, and litigation matters. The firm's team of dedicated attorneys offers high -quality, efficient service to a diverse client base, including startups,… more
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