- HSBC (New York, NY)
- …new relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client relationship management ... and the planet we all share. As a Relationship Manager , you will acquire, maintain, and grow profitable long-term...Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years… more
- HSBC (New York, NY)
- …communities and the planet we all share. As a Senior Relationship Manager , 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 player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. Here's what you can expect:… more
- AIG (New York, NY)
- The High Net Worth business is...~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact with your Analytical ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- JPMorgan Chase (New York, NY)
- …the Financial Advisor(s) and is the primary point of contact for advisors and their high - net - worth clients. The ideal candidate has a strong understanding of ... The Relationship Manager is an essential member of the Financial...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… more
- Robert Half Finance & Accounting (New York, NY)
- …* Stay abreast of industry trends, regulatory developments, and emerging tax issues affecting high net worth individuals. * Share insights and knowledge with ... We are offering an exciting opportunity for a Tax Manager in the public industry located in New York,...with a focus on tax planning and compliance for high net worth individuals and… more
- NBT Bank (Syracuse, NY)
- Pay Range: $106,734.00 - $142,304.00 Responsible for managing high net worth accounts and accounts of a more complex nature within the Trust & Investment ... Graduate of Accredited Trust School, with Accredited Fiduciary Investment Manager (AFIM) or similar designation + 5 Years experience...as conduct presentations to potential client groups. Meet with high net worth customers to… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- JPMorgan Chase (New York, NY)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will help… more
- Robert Half Finance & Accounting (Albany, NY)
- …join its growing team. Responsibilities include: provide preparation and review services for high net worth clients; tax return quality assessment services; ... and 5-7+ years of experience in the tax field; ideally working with high net worth clients. For more information or confidential consideration contact Jordon… more
- Bank of America (Albany, NY)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... across the business to increase opportunities for affluent and high net worth client acquisition...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more