- JPMorgan Chase (New York, NY)
- …the 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
- 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 ... and procedures + Knowledge of estate inheritance and income tax laws, court rules and regulations. + Ability to...as conduct presentations to potential client groups. Meet with high net worth customers to… 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
- City National Bank (New York, NY)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- JPMorgan Chase (New York, NY)
- …who will support you in getting there. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial ... in the gross estate of the decedent for estate tax purposes. JP Morgan Chase & Co. is a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... of the trust, including distributions and coordination with investments, tax and operations. + Interpret and apply the terms...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (Rochester, NY)
- …Commercial Banking, Consumer and Community Banking. The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive ... services. Job Responsibilities + Analyze trust documents for legal, tax , administrative and investment issues and coordinate delivery of...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- US Bank (New York, NY)
- …Management Advisor to develop and bring new client relationships starting at $3MM+ net worth into Private Wealth Management, help with client discovery and ... (working closely with our Financial Advisors), estate and income tax planning, multigenerational wealth planning, business succession planning, family governance,… more
- Ballston Spa National Bank (Ballston Spa, NY)
- …to identify new business opportunities and deliver personalized financial solutions to high net - worth clients, focusing on investment management, estate ... A minimum of five years' experience in investments required, coupled with high wealth fiduciary responsibilities. Must be a self-starter and have a demonstrated… more
- Gelfand Rennert & Feldman (White Plains, NY)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... as required + Assist in assembling information for year-end tax packages for accountants + Provide some assistance on...firm or 2+ years of general accounting experience + High School Diploma or GED equivalent is required; Associate's… more
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