- JPMorgan Chase (New York, NY)
- …& Community Banking (CCB) high net worth (HNW) & ultra-high net worth ( UHNW ) credit card products, driving integration and adoption across JPMC banking and wealth ... proactively partnering with banking segments to tailor offerings for HNW & UHNW clients. + Oversee complex product servicing and social media escalations,… more
- Bank of America (New York, NY)
- …Investment Branch Office Compliance Manual. **Responsibilities include:** + Cover UHNW clients with Capital Markets needs, including transactions and implementation ... whether sales, sales-trading, origination, or structuring + Experience working with UHNW clients and Family Offices across Capital Markets solutions + Excellent… more
- Raymond James Financial, Inc. (New York, NY)
- …practices . Broker-dealer supervisory frameworks, retail investment platforms, and UHNW product risks including structured products, alternatives, and advisory ... track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly… more
- The Calendar Group (New York, NY)
- …Qualifications + Minimum 5 years of professional culinary experience; private UHNW household experience preferred. + Expertise in nutritious, clean cuisine and ... specialty diets. + Excellent attention to detail, organization, and time management. + Skilled in creating flavorful dishes without relying on heavy fats, dairy, or salt. + Strong communication and service skills; professional and discreet demeanor. + Able to… more
- City National Bank (New York, NY)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
- JPMorgan Chase (New York, NY)
- …that deepen relationships with Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth ( UHNW ) clients, ensuring the right message reaches the right audience. ... + Become a subject matter expert on the products and target customers, providing insights to inform campaign development and positioning-own and drive the value proposition. + Manage the overall strategy and deliverables for engagement programs and digital… more
- Comerica (New York, NY)
- …responsible for serving as relationship manager for Ultra High Net Worth ( UHNW ) relationships by providing insight to specific trust documents, overseeing overall ... estate planning, and working directly with our Financial Advisor partners. This role's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division. Position CompetenciesSuccessful… more
- Citigroup (New York, NY)
- …communication with clients and their Bankers **Qualifications** + 10+ years' experience in UHNW lending origination and credit analysis in a private bank + Expert ... knowledge in Commercial Real Estate, Private Equity and Private Stock financing preferred + Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives + Experience with assessing and… more
- Citigroup (New York, NY)
- …Spanish + 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 **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more
- JPMorgan Chase (New York, NY)
- …of all wealth management investment, banking, and trust products for UHNW and institutional clients. **Job responsibilities** + Partner closely with investments ... product team members and marketing leadership to build and implement strategic marketing plans that promote engagement and adoption among various client segments and prospects. + Collaborate across multiple marketing groups and the investments product team to… more