- 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
- US Bank (New York, NY)
- …- 10 or more years of financial planning experience with HNW /UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including ... overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
- Wellington (New York, NY)
- …such as privates, multi-strategy funds, hedge funds, and other products into HNW client portfolios. The candidate will understand the importance of advisor education ... in effectively positioning an asset manager as a partner of choice. **Responsibilities** Specific responsibilities include but are not limited to: + Setting the long-term advisor education strategy for Wellington's US Wealth line of business and overseeing its… more
- Citigroup (New York, NY)
- …with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including ... risk management and compliance expertise. + Proven track record in client acquisition and business development + Effective communication, interpersonal, and relationship management skills. Skilled in negotiation + Ability to mentor junior staff and contribute… more
- Citigroup (New York, NY)
- …to control standards **Qualifications:** + 10+ years of lending experience in the UHNW, HNW and Affluent segments. + Experience as part of a high performing lending ... team and a desire to drive growth + Strong knowledge of financial markets, investments, banking and loan products + Excellent communication (written and verbal) and interpersonal skills + Detail orientation with strong analytical skills. + Ability to work… more
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