• Key Private Bank Sr Relationship Manager

    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
    KeyBank (07/18/25)
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  • Investment Banking - Family Coverage Group - Vice…

    JPMorgan Chase (New York, NY)
    …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra- high net worth families and their Family Investment Firms. FCG is ... such as Private Equity, Infrastructure, Pension Fund and Sovereign Wealth Funds. Within FCG, the mission is to become...manage projects independently and be ready to assume a high level of responsibility as a member of a… more
    JPMorgan Chase (08/22/25)
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  • Associate Director, Structured Note Sales

    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
    Scotiabank (09/28/25)
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  • Securities Based Lending Lender - Associate…

    JPMorgan Chase (New York, NY)
    …team driving impactful change in wealth management lending. Make a difference for high net worth clients. Job Summary As a Securities Based Lending ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
    JPMorgan Chase (09/24/25)
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  • Account Executive -- Personal Lines

    HUB International (Melville, NY)
    …License required **Required Skills:** + Strong computer skills; Excel & Word a must + High Net Worth carrier experience Preferred + Applied Epic Experience ... of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services. Becoming a part of HUB means that… more
    HUB International (08/13/25)
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