- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra - High Net Worth (UHNW) clients and is primarily ... Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra - high net worth clients and advise on… more
- Citigroup (New York, NY)
- …related role in a High Net Worth or Ultra High Net Worth organization. + Solid interpersonal, influencing and written/verbal communication ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- JPMorgan Chase (Rochester, NY)
- …a passion for luxury travel and a keen understanding of the needs and expectations of ultra - high net worth clientele. As a Luxury Travel Designer within ... specializing in curating bespoke luxury travel experiences and concierge services for ultra - high net worth individuals (UHNWI) and families worldwide.… more
- Citigroup (New York, NY)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private Bank… more
- JPMorgan Chase (New York, NY)
- …Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra - high - net - worth families in navigating the complexities of ... interest or experience in luxury brands, hospitality or concierge services aimed at ultra - high - net - worth clients + Experience in event management +… more
- Wells Fargo (Purchase, NY)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... to Special Needs Trust administration + Experience in wealth management with high - net - worth clients of at least five million dollars **Job Expectations:**… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- KeyBank (New York, NY)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- US Bank (New York, NY)
- …experience - 10 or more years of experience in high and ultra - high net worth client wealth management activities **Preferred Skills/Experience** - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- Citigroup (New York, NY)
- …unified wealth platform that serves clients across the wealth continuum. Wealth serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the… more