- 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
- JPMorgan Chase (New York, NY)
- …the experienced Financial Advisor recruiting process, focusing on expanding the Wealth Partners/ UHNW practice and driving growth in target markets. + Serve as the ... national lead for Financial Advisor recruiting, working closely with Regional Directors to ensure consistency and discipline across all regions. + Develop and implement recruiting strategies, exploring new sourcing methods and technologies, and enhancing… more
- Wells Fargo (Purchase, NY)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
- Coinbase (New York, NY)
- …Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW ). * Drive maintenance and growth of the CBAM client base. * ... 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR. *What we look for in you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional asset manager. *… more
- HSBC (New York, NY)
- …+ Familiarity in working with clients and prospects who are high-potential future HNW/ UHNW clients + At least 5 years of relationship management experience in the ... banking sector + Proven track record in asset gathering, asset growth and revenue generation + Excellent commercial and negotiation skills, Strong customer service focus + Highly developed communication skills for use in direct client contact and problem… more
- US Bank (New York, NY)
- …- 10 or more years of financial planning experience with HNW/ UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including ... overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
- Citigroup (New York, NY)
- …on estate planning, tax strategies, and business succession for HNW and UHNW clients. + Strong analytical and portfolio management skills, including risk management ... and compliance expertise. + Proven track record in client acquisition and business development + Effective communication, interpersonal, and relationship management skills. Skilled in negotiation + Ability to mentor junior staff and contribute to a… more
- Citigroup (New York, NY)
- …to control standards **Qualifications:** + 10+ years of lending experience in the UHNW , HNW and Affluent segments. + Experience as part of a high performing ... lending team and a desire to drive growth + Strong knowledge of financial markets, investments, banking and loan products + Excellent communication (written and verbal) and interpersonal skills + Detail orientation with strong analytical skills. + Ability to… more