- 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 (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. + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65)… more
- 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
- HSBC (New York, NY)
- …you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to Chile. The ... specialists to ensure product capabilities are in line with UHNW and HNW client requirements + Establish and maintain...in working with clients and prospects who are high-potential HNW/ UHNW clients + At least 5 years of relationship… more
- Bank of America (New York, NY)
- …make a difference. Join us! **Job Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset solutions unit responsible for ... parameters to create an industry leading platform to meet the needs of UHNW clients. The ideal candidate will have strong technical OTC derivatives background with… more
- 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
- M&T Bank (New York, NY)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in… more
- 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
- The Calendar Group (New York, NY)
- Our UHNW client is seeking a highly skilled and experienced Estate Manager to oversee the daily operations, maintenance, and long-term projects of multiple high-end ... + Minimum 7 years of experience managing high-end private residences for UHNW families. + Bachelor's degree or an equivalent combination of education and… more
- 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
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