- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our ... products. + Partner with lending leadership to curate a high performing team culture through cross-team coaching and mentoring...and Affluent segments. + Experience as part of a high performing lending team and a desire to drive… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our ... + Edit for quality, clarity, commerciality, style, and grammar to maintain high quality standards. + Adapt materials for audiences (advisors, clients) and regions.… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra - high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- M&T Bank (Hauppauge, NY)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#LI-LA1 \#WT M&T Bank is committed to fair, competitive, and market-informed pay for our… more
- CIBC (New York, NY)
- …complex financial institution catering to high - net worth and ultra high net - worth clients, is preferred. + You are familiar with fiduciary ... activities including personal trust administration, estate administration, individual retirement accounts, investment management accounts and custody accounts, as well as have fundamental experience with accounts where a Trust Bank acts as a fiduciary. + You… 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
- Citizens (New York, NY)
- …at least 4 of those years working with High Net Worth / Ultra High Net Worth Wealth Managers and clients + Demonstrate broad knowledge of ... securities and investment products and ability to assess risk - such as alternative investments, options, annuities, equities, bonds/fixed income products, and insurance. + Ability to navigate internal teams and build relationships to support problem solving… more
- Bank of America (New York, NY)
- …expertise to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. The purpose of the CE is to ... experience required with a financial institution focusing on sales, preferably in the high net worth space * Strong verbal and written communication skills *… 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
- JPMorgan Chase (New York, NY)
- …Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra - high net worth clients. Join our dynamic and growing ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more