- NBT Bank (Williamsville, NY)
- …Managers acts as the primary advisor and oversees the relationship for the bank's high net worth private banking clients. Optimizes client relationships by ... financial products and services. Develops strategic relationships with all NBT Wealth team members, Regional Presidents, Commercial Banking leaders, and other… more
- Citizens (New York, NY)
- …and owner occupied lending underwriting and loan processes + Demonstrated success working in high net worth , non-traditional loans and underwriting + Strong ... Description Citizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth… more
- Citigroup (New York, NY)
- …so experience in areas of technology and wealth (investment, private bank, high net worth banking) preferred.** **Job Family Group:** Internal Audit ... contributions, and oversee audit's coverage and reporting on common high risk areas + Provide independent assurance on the...degree preferred \#NAMInternalAudit **This specific role will focus on Wealth technology which is a fast moving area with… more
- City National Bank (New York, NY)
- …resilience. WHAT WILL YOU DO? * The Entertainment & Sports Banking group serves high - net - worth clients and those families, individuals, and businesses in the ... OVERSIGHT MANAGER I - Entertainment & Sports Banking, Private Banking and Wealth Management* WHAT IS THE OPPORTUNITY? Operational Risk Management (ORM) is… more
- KeyBank (Tarrytown, NY)
- …team to execute and advise on the client's needs. The RM is responsible for serving high net worth clients in their existing book as well as collaborating ... the local community. + Develops and maintains an in-depth knowledge of financial wealth management services and products as well as knowledge of competitors and… more
- Robert Half Finance & Accounting (Latham, NY)
- …comprehensive tax and financial planning to the firm's clients. Requirements Experience completing high net worth individual tax returns is required, and ... Description An independent wealth management firm with $500+ AUM is seeking...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- CIBC (New York, NY)
- …Diligence, Customer Experience (CX), Debt, Due Diligence, Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment ... You Are** + **You are success-oriented.** Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of… more
- Bank of America (New York, NY)
- …of influence **Required Skills:** + 15+ years' experience in private banking (ultra high - net - worth space), business development and relationship management + ... knowledge of banking and credit: general understanding of investments, trust and wealth transfer + Solutions oriented; sales and financial aptitude a must +… more
- Scotiabank (New York, NY)
- …+ Collaborate with the trading team to develop and optimize structured investments targeting high net worth individuals + Monitor lifecycle process and ... a purpose driven winning team, committed to results, in an inclusive and high -performing culture. **Title: Associate Director, Structured Note Sales / GBM - New… more
- Bank of America (New York, NY)
- …for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients across the Americas. Focus on ... UHNW clients (ie tax implications of various investment strategies critical for wealth structuring, and credit terms for OTC Derivatives) + Multi-tasking and ability… more