- Citigroup (New York, NY)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an… more
- HSBC (New York, NY)
- …you will acquire, maintain, and grow profitable long-term relationships principally focused on HNW individuals. The role owner will be an exceptional team player and ... specialists to ensure product capabilities are in line with HNW client requirements + Establish and maintain networks for...working with clients and prospects who are high-potential future HNW /UHNW clients + At least 5 years of relationship… more
- TD Bank (New York, NY)
- …Private Client Relationship Manager I will serve as the central point of contact for HNW clients with lower balances and will work to deepen and broaden the existing ... required + Securities Licensed: Series 7, 63 + 65 or 66 + Understanding of HNW client needs and products and services available to clients within the segment +… more
- HSBC (New York, NY)
- …you will acquire maintain, and grow profitable long-term relationships principally focused on HNW and UHNW individuals. The role owner will be an exceptional team ... involving product specialists to ensure product capabilities are in line with HNW and UHNW client requirements. Establish and maintain networks for co-operation with… more
- JPMorgan Chase (New York, NY)
- …with well-known companies and organizations. **Job Description** As a Senior Associate, HNW Card Product Portfolio Strategy within our Consumer & Community Banking ... dynamics that will drive product decisions and prioritization; act as liaison between HNW Card team and Data & Analytics + Support cross functional working teams… more
- City National Bank (New York, NY)
- …officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... and Wealth Strategist in developing integrated estate and financial plans for U/ HNW clients through partnering with colleagues and COIs. Assist in setting the… more
- Wells Fargo (Purchase, NY)
- …including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset ... management services, including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust… more
- Coinbase (New York, NY)
- …of Institutional Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW). * Drive maintenance and growth of the CBAM ... client base. * 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR. *What we look for in you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional… more
- TD Bank (Middle Village, NY)
- …+ Uncovers client's asset and transitions higher threshold clients to appropriate HNW Wealth partners as needed + Responsible for fostering and contributing to ... a positive and constructive work environment with a focus on supporting the overall Wealth team + Provides coaching, Wealth referral training & on-going feedback to Retail and Small Business staff + Contributes individually, as a team member and as a mentor to… more
- Robert Half Finance & Accounting (New York, NY)
- …tax the rest is a blend of GL and FP& A + Real estate partnership, K1, HNW , C Corp, Trust and Individual tax returns + Individual tax and estate planning + Support ... the month end close + Working with reconciliations, accruals, journal entries + Preparing financial statements + Assisting with budgeting and forecasting Who are you? + Must have experience with partnership tax + Experience with CCH Prosytem FX Tax/CCH Access… more
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