• UHNW Product Specialist (FX & Ficc OTC…

    Bank of America (New York, NY)
    UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ UHNW -Product-Specialist--FX FICC-OTC-Derivatives-\_25032713) **Job Description:** At Bank of America, we… more
    Bank of America (08/08/25)
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  • Product Specialist I (Structuring, Origination…

    Bank of America (New York, NY)
    Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW -Solutions-\_25010875-2) **Job Description:** At Bank of America, we are… more
    Bank of America (08/08/25)
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  • UHNW Private Banker - Managing Director

    Citigroup (New York, NY)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (07/31/25)
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  • Citi Private Bank - UHNW Banker - Director

    Citigroup (New York, NY)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
    Citigroup (06/03/25)
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  • Citi Private Bank - UHNW Investment…

    Citigroup (New York, NY)
    …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
    Citigroup (07/03/25)
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  • Family Wealth Sr. Fiduciary Advisor

    KeyBank (New York, NY)
    …of KeyBank by providing client advisory services to Ultra High Net Worth ( UHNW ) clients with a net-worth greater than 25MM and their beneficiaries. As a ... team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the… more
    KeyBank (08/21/25)
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  • Citi Private Bank: Banker Team Leader - Managing…

    Citigroup (New York, NY)
    The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of...and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or… more
    Citigroup (08/22/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (New York, NY)
    …expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth ( UHNW **) clients. Helps to attract new prospective clients to CNR by ... Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates...sophisticated wealth planning strategies in areas of interest to UHNW clients. * Submit for peer review all client-facing… more
    City National Bank (08/07/25)
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  • Ultra High Net Worth / High Net Worth Relationship…

    HSBC (New York, NY)
    …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 ... specialists to ensure product capabilities are in line with HNW and UHNW client requirements. Establish and maintain networks for co-operation with other HSBC… more
    HSBC (08/23/25)
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  • Citi Wealth - Head of Wealth Planning Specialists…

    Citigroup (New York, NY)
    Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating and… more
    Citigroup (08/16/25)
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