- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- CIBC (New York, NY)
- …demonstrated experience in a client service role and understand the needs of high - net - worth clients. + **Strong communicator:** You possess excellent verbal ... (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** As a **Client Service Manager ** , you will support Private Wealth relationship management efforts… more
- AIG (New York, NY)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... customers to manage risk. Join us as an Underwriting Manager , Northeast Zone to play your part in that...procedures and techniques. + Marketing and sales experience. + High level negotiations skills. + Good communication and interpersonal… 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 ... management firm with $500+ AUM is seeking a Tax Director/ Manager to join their growing firm. In this role...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Citigroup (New York, NY)
- …full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra- high net worth to family offices. The main segments of the ... The Financial Planning and Analysis Group Manager is a senior management level position responsible for providing management with an analysis and insight of Citi's… more
- KeyBank (New York, NY)
- …BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth ... to in-house and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** +… more
- Bank of America (New York, NY)
- …policies, procedures, regulatory requirements + High level of savvy and sophistication re: high net worth clients' concerns / issues + Ability to ... a book of fiduciary and investment management accounts for high - net - worth clients and beneficiaries involving...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- KeyBank (Syracuse, NY)
- …- Designs and delivers sophisticated fiduciary solutions, using relationship team model, to high - net - worth clients with complex financial needs. - Fulfills ... decision making - Interpret investment decisions made by portfolio manager - Income taxation of grantor, simple, and complex...- Participates in relationship reviews as fiduciary expert on high - net - worth teams. - Identifies and… more
- Deloitte (Jericho, NY)
- …compliance and consulting services. + Sign individual income tax returns for executives and high net worth clients + Collaborate with client engagement ... leaders to address budgeting, billing, management, and engagement team deployment. + Be responsible for the development and motivation of the engagement team. The Team At Deloitte Tax LLP, our Global Employer Services tax professionals assist our international… more
- Citigroup (New York, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more
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