- KeyBank (Albany, NY)
- …clients by providing expert trust and estate settlement administration and counsel to High - Net - Worth clients and their beneficiaries. Actively manages trust ... + Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs + Fulfills… more
- M&T Bank (Mamaroneck, NY)
- …position delivers individualized needs-based investment and insurance solutions to clients, primarily in the high net worth segment of $1 - $3mm in ... Banking. Works with Investment Advisors, Fiduciary Advisors, Community partners, Wealth /WISD and Mortgage to deliver advice-based solutions and alternative… more
- Bank of America (Buffalo, NY)
- …* A minimum of 10 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... Description:** This job is responsible for working with complex, high - net - worth investors to create customized...and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field. * Knowledge… more
- KeyBank (Syracuse, NY)
- …- Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills ... sales goals. - Participates in relationship reviews as fiduciary expert on high - net - worth teams. - Identifies and prioritizes trust and other opportunities… more
- CIBC (New York, NY)
- …experience, preferably with a Trust Bank within a large, complex financial institution catering to high - net worth and ultra high net - worth ... will be responsible for assessing fiduciary activities across Private Wealth and assisting the CFO to develop, maintain and...Administration Oversight Team and other senior members of Private Wealth . **Who you are** + You have a bachelor's… 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
- KeyBank (NY)
- …goals. The ARM works to identify growth opportunities in an existing book of high - net - worth clients or through dedicated internal referral channels to ... + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge...and verbal communication skills. + Experience in working with high - net - worth individuals and their financial… more
- JPMorgan Chase (New York, NY)
- …global currencies. **Job Description** We are looking for smart, dynamic talent to join the High Net Worth (HNW) Card Marketing team, focusing on driving ... close partnership with cross-functional stakeholders, including Brand, Travel, and Wealth Management teams. **Job Responsibilities** + Develop cross-channel acquisition… more