- 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
- KeyBank (Syracuse, 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
- Bank of America (Melville, NY)
- …position * 7+ years of successful experience in managing relationships with high - net - worth clients or equivalent financial services/business experience * ... centers of influence + Builds and expands expertise to ensure clients receive high -quality advice and services aligned to their unique needs + Collaborates with… 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
- Bank of America (Melville, NY)
- … transfer * 7+ years of successful experience in managing relationships with high net worth clients or equivalent financial services/business experience ... + Collaboration + Decision Making + Financial Analysis **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st… more
- Citigroup (New York, NY)
- …custody of assets held in escrow. The client base for this business includes Ultra High Net Worth Individuals and Families, nationally recognized Law Firms ... North America region, and is part of the larger Wealth Group division of Citigroup. The group is client...Global Custody experience + Ability to work in a high -volume and fast-paced environment + Excellent verbal & written… more
- KeyBank (Rochester, NY)
- …Trust Administration + Knowledge of and demonstrates capability to meet with clients of high net worth + Administers complex trust (ex: Special/Supplemental ... + Maintains deep expertise in fiduciary, investment, tax, and other related wealth issues and employs sound fiduciary judgement + Proactively analyzes and interprets… more
- Janus Henderson Investors (New York, NY)
- …an integral role in bridging the gap between alternative asset managers and high net worth investors-through diligence, investor education, portfolio ... construction, and client servicing-across private equity, private credit, private real estate, infrastructure, co-investments and other alternative asset classes. Privacore is an affiliate of Janus Henderson. We collaborate with them have access to their… 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
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