- Deloitte (Jericho, NY)
- …experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning + Bachelor's Degree + One of the ... following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible, one of the other designations listed below based on role requirements and business approval: + Licensed Attorney… more
- 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
- Guardian Life (New York, NY)
- …is measured by GDC growth within targeted segments and advisor engagement across the HNW planning continuum. **You are** + Self-motivated and can adapt to a fast ... Be responsible for driving sales across the suite of HNW solutions available on the Park Avenue platform. +...work with Western Territory Wealth Management teams to identify HNW opportunities within the region **You have** + 5+… 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
- 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
- TD Bank (Brooklyn, 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
- 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