- 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
- Wells Fargo (Purchase, NY)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services.… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (New York, NY)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and… more
- JPMorgan Chase (New York, NY)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team and ... shaping the future of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client Associate within the… more
- Citizens (Brooklyn, NY)
- …Proven experience in a team-oriented consumer bank setting. + Familiarity with servicing high - net - worth individuals. + Comfortable operating in a dynamic, ... and identify prospective opportunities. Primary responsibilities include + Develop a high -quality wealth management practice that provides a personalized … more
- JPMorgan Chase (New York, NY)
- …prospecting, acquiring, and developing private banking/ wealth management relationships with ultra- high net worth individuals and families in the ... advising Global families on building, preserving and managing their wealth . You will use your knowledge of investments, financial...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- CGI Technologies and Solutions, Inc. (New York, NY)
- …regions to design resilient, secure, and high -performance platforms that serve high - net - worth individuals, advisors, and operational users. You will be ... Architect to lead the design, development, and evolution of our next-generation end-to-end Wealth Management platform. This role is ideal for a technologist with a… 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 ... Description JP Morgan Asset & Wealth Management, with client assets of $2.8 trillion,...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Robert Half Finance & Accounting (New York, NY)
- …* Stay abreast of industry trends, regulatory developments, and emerging tax issues affecting high net worth individuals. * Share insights and knowledge with ... Provide proactive advice and guidance to clients on tax-efficient wealth preservation and asset management strategies. * Oversee the...with a focus on tax planning and compliance for high net worth individuals and… more