- 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
- 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
- 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
- HSBC (New York, NY)
- …+ At least 5 years of relationship management experience in the banking or wealth management sector + Proven track record in asset gathering, asset growth and ... revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client contact and problem solving + Excellent understanding of financial markets and products, Ability to… 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 ... help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals...business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra… 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 ... help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals...financial services - ideally with Lending experience in a High Net Worth or Ultra… more
- Citigroup (New York, NY)
- **Overview** Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around ... as a trusted advisor to senior leadership to address high -impact strategic issues across Citi Wealth 's lines of business. The team works in close partnership… 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 ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… 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 ... and help deliver the complete financial management strategies that today's wealth requires. Our comprehensive services are tailored to individuals and families,… more
- JPMorgan Chase (New York, NY)
- …leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals… more