- Truist (New York, NY)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary… more
- HSBC (New York, NY)
- …accounting firm, and/or at a wealth management firm advising high and ultra- high net worth clients on wealth planning topics, particularly ... all share. As a Senior Wealth Planner, you will work closely with high and ultra- high net worth individuals and families to advise on sophisticated… more
- Citigroup (New York, NY)
- …will possess the credibility to cultivate trusting relationships with existing ultra- high net worth clients of Citi Wealth and should be entrepreneurial ... relationships, local network, and investment experience to introduce new ultra- high net worth clients to Citi Wealth . + Build and manage a successful… more
- Citigroup (New York, NY)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- HSBC (Buffalo, NY)
- …sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth...and the service teams to build meaningful relationships with high value clients.Professionalism clients focus and understanding of the… more
- JPMorgan Chase (New York, NY)
- We are looking for dynamic leader to join the High Net Worth (HNW) Card Product team, focusing on driving growth and delivering on our product vision for our ... with executive leadership and other forums by crafting a comprehensive story of the High Net Worth Card Product strategy **Required qualifications:** + 8+… more
- HSBC (New York, NY)
- …through the entire coverage of wealth management spectrum - from mass affluent to ultra- high net worth . The role is responsible for the development and ... Wealth and Private Bank Relationship Managers and supporting staff, Ultra High Net Worth Private Bank, Investment Counselors, Wealth Planning and … more
- Bank of America (Melville, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra- high net worth clients and prospects who are interested in ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Citizens (New York, NY)
- …reputation as the premier banking and wealth provider for high - net - worth and ultra- high - net worth individuals. This role supports the ... wealth management and banking services to serve high - net - worth individuals and families, as...of how private wealth management businesses serve ultra- high - net - worth clients + 10+ years… more
- KeyBank (New York, NY)
- …BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT… more