- 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)
- …group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations. Job ... + Ability to communicate and recommend advice-driven credit solutions to highly sophisticated ultra- high net worth clients and prospects + Sales experience… more
- Citizens (New York, 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 ... for advising 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
- 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 interpersonal skills. Preferred Qualifications + Experience working with or supporting high - net - worth or financial services clients. + Familiarity with ... Social team, supporting the fast-paced creative needs of our Private Bank and Private Wealth business. This role will be responsible for partnering with the team to… more
- City National Bank (New York, NY)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU...Opportunity. * Comply fully with all Bank Operational and Wealth Management policies and procedures as well as all… 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
- JPMorgan Chase (New York, NY)
- …Financial Advisor + Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives + Identify and develop ... research meetings to stay current on all JP Morgan Wealth Management products and services + Provides investment support...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… 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
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