- Citizens (NY)
- …circumstances. Citizens Wealth Management offers innovative solutions tailored to high - net - worth individuals, families, and foundations. We are seeking ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...decisions and help them succeed. Create a positive and high -achieving culture. + Drive Outcomes: Raise the bar for… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... of a dedicated wealth management business and the global resources of one...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… more
- City National Bank (New York, NY)
- …Supports PB client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra- high - net - worth ... capabilities and develop solutions across investments including brokerage, trust and wealth transfer, credit, deposit, and all other appropriate services. *… more
- M&T Bank (Buffalo, NY)
- …Analyst) and/or CFP (Certified Financial Planner) certification Proven experience working with high net worth clients and complex client relationships ... **Overview:** Provides comprehensive investment management services to Wealth Advisory Services clients. Operates within a professional team environment supporting… more
- Citigroup (New York, NY)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act...to gain incremental wallet share of the affluent and High Net Worth segment with ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- JPMorgan Chase (New York, NY)
- The JP Morgan Private Bank offers high net worth individuals and families personalized, comprehensive financial solutions that integrate sophisticated ... deepen trust account relationships. New Business + Partnering with Wealth Advisors with respect to the vetting and pricing...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (New York, NY)
- …will be expected to lead double-digit percentage growth in investment revenue and AUMs with Ultra High Net Worth clients. She or he will be experienced in ... requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position… more
- Citigroup (Queens, NY)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and jointly develop financial strategies with the Private Bankers. + Conduct sophisticated economic and financial market… more
- Citigroup (New York, NY)
- …9. **Thought Leadership & Marketing** + Offer a unique and specialized product to ultra- high net worth Citi clients, distinguishing us from all other ... financial institutions + Assist bankers in identifying art prospects and marketing of Citi Art Advisory + Coordinate with business heads and bankers throughout Citi to source clients and introduce own network of art prospects, major art collectors, dealers and… more
- JPMorgan Chase (New York, NY)
- Join our team at JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the ... personalized service of a dedicated wealth management business and the global resources of one...to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be… more