• Business Senior Analyst

    Citigroup (New York, NY)
    …(2) years of experience must include: Advising high net worth clients regarding risk and wealth management solutions in strategic investment ... equities, fixed income, FX, commodities, alternatives, and derivatives within the wealth management industry to meet clients' needs; Utilizing financial databases,… more
    Citigroup (05/01/25)
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  • Merrill Financial Solutions Advisor - NY…

    Bank of America (Syracuse, NY)
    …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Market Albany, New York;Syracuse, New York **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...across the business to increase opportunities for affluent and high net worth client acquisition… more
    Bank of America (04/09/25)
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  • Investment Writer

    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 (05/08/25)
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  • Senior Trust Officer

    Bank of America (New York, NY)
    …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... for managing a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving multi-generational families. Key… more
    Bank of America (04/17/25)
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  • KPB Trust Officer

    KeyBank (Albany, NY)
    …responsibilities of KeyBank by providing expert trust administration and counsel to High - Net - Worth clients and their beneficiaries. Within the relationship ... - Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills… more
    KeyBank (03/26/25)
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  • Trust Client Service Associate

    Citizens (Tarrytown, NY)
    …their team. In this role, you would be accountable for providing exceptional service to our high net worth clients and is part of our client facing fiduciary ... Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand...the banks services and capabilities. + Experience working with high net worth individuals +… more
    Citizens (05/03/25)
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  • Senior Executive Assistant - A05

    Citigroup (New York, NY)
    …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Executive Assistant to support the Head of Controls for Wealth , plus two additional Managing Directors within the ...operates in the affluent and high - net worth segments through Citigold(R)… more
    Citigroup (02/23/25)
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  • SVP, Investment Counselor - Citi Private Bank

    Citigroup (New York, NY)
    …and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients. They should be experienced ... possess the credibility to cultivate trusting relationships with existing ultra- high net worth clients of...in depth knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client… more
    Citigroup (04/23/25)
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  • Client Associate

    Neuberger Berman (New York, NY)
    …client experience by assisting with the service, maintenance, and growth of the team's high - net - worth client base. We are seeking a seasoned professional ... NB Private Wealth is Neuberger Berman's direct-to-client wealth and investment management business. Managing $70b+ in client assets across 40+ seasoned wealth… more
    Neuberger Berman (04/18/25)
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  • Structured Credit Executive

    Bank of America (New York, NY)
    …* Prior experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication ... responsible for developing new custom credit relationships with strategic wealth clients, driving funded loan balance and revenue growth...credit solutions to meet the unique needs of our ultra- high - net - worth clients. The purpose of… more
    Bank of America (05/13/25)
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