- JPMorgan Chase (New York, NY)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... Embrace the challenge of shaping the future of client service and make your mark by delivering high... service and make your mark by delivering high -quality support and innovative financial solutions. As a Client… more
- EverBank (Albany, NY)
- …This role focuses on sourcing facilitators looking for financing solutions for their high - net - worth individuals (HNWIs), family offices, and businesses to ... 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
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value… more
- Banco Popular Puerto Rico (New York, NY)
- …of managing the collection of complex income and assets for self-employed and high - net - worth applicants + Knowledge of federal regulations including but ... facilitating communications with all transaction stakeholders, document collection, and service orders required to meet closing deadlines, client expectations, and… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... accountabilities related to management reporting and analysis + Manages high risk initiatives and escalations; leads initiatives/guidance as appropriate… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- City National Bank (New York, NY)
- …mortgage and concurrent second loan products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship ... proactive, consultative sales skills and strategies to identify client needs, quantify service / product benefits and present recommendations to targeted clients and… more
- Neuberger Berman (New York, NY)
- …experience by assisting with the service , maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional with ... contribute to the team's success and client satisfaction. **Responsibilities:** + **Client Service ** : Provide ongoing operational support for the team's client base… more
- Raymond James Financial, Inc. (Locust Valley, NY)
- …Advisors. * Assists with preparation of presentations, portfolio/equity analyses, and proposals for High Net Worth and institutional clients and prospects. * ... Communicate effectively, both orally and in writing. * Provide a high level of service . * Establish and maintain effective working relationships at all… more
- M&T Bank (Mamaroneck, NY)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... ongoing account reviews and re-evaluation of customer needs + *Deliver a high -quality customer service experience during each customer interaction through a… more