• PWM Private Wealth Advisor

    US Bank (New York, NY)
    …10 or more years of experience in high and ultra- high net worth client wealth management activities **Preferred Skills/Experience** - Excellent ... for retention and growth of medium to large size high net worth client relationships....highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert… more
    US Bank (09/26/25)
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  • Senior Wealth Advisor SAFE Act - Downtown…

    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
    Citigroup (09/04/25)
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  • Wealth Client Associate

    M&T Bank (New York, NY)
    … Net Worth (HNW) and Ultra- High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. ... Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based on… more
    M&T Bank (09/18/25)
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  • Project Manager/ Technical Business Analyst…

    Neuberger Berman (New York, NY)
    …teams. + Solid understanding of traditional asset classes and the nuances of institutional, High - Net - Worth , Wealth Management, or Retail industries. + ... requirements analysis and collaborate with stakeholders to deliver solutions with high reusability and maintainability. Focus on developing flexible data models and… more
    Neuberger Berman (10/01/25)
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  • Sales Executive - Personal Lines / High…

    World Insurance Associates, LLC. (Farmingville, NY)
    …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
    World Insurance Associates, LLC. (09/12/25)
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  • High Net Worth Specialist

    Guardian Life (New York, NY)
    …an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... within our wealth management business by supporting financial professionals in identifying,...and value-added insights focused on the unique needs of high - net - worth individuals and families. Success… more
    Guardian Life (08/01/25)
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  • Wealth Relationship Manager

    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 client focus, and understanding of… more
    HSBC (08/27/25)
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  • Wealth - Full-time Analyst, New York - USA

    Citigroup (New York, NY)
    … wealth platform that serves clients across the wealth continuum. Wealth serves ultra- high - net - worth individuals and family offices through ... platform that serves clients across the wealth continuum. Cit Wealth serves ultra- high - net - worth individuals and family offices through Citi Private… more
    Citigroup (10/02/25)
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  • Citi Wealth Lending - US Cards Relationship…

    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 ... help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals...ideally in a Credit Card related role in a High Net Worth or Ultra… more
    Citigroup (08/14/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
    KeyBank (08/21/25)
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