- 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)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in working with clients + Demonstrated track ... record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Fluency in foreign language, as required + Creative and innovative + Able to multi-task and prioritize… 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