- M&T Bank (Hauppauge, NY)
- …3 years' sales experience in the high net worth and 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) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The… more
- JPMorgan Chase (New York, NY)
- …Group (FCG) is a coverage group in the Commercial & Investment Bank (CIB), focused on ultra - high net worth families and their Family Investment Firms. ... manage projects independently and be ready to assume a high level of responsibility as a member of a...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (New York, NY)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra - high net worth individuals and families ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra - high net worth clients. With approximately $70 billion in assets ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further… more
- City National Bank (New York, NY)
- …group, you will help deliver tailored financial solutions to high - and ultra - high - net - worth families, select professional services firms and select ... nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a legal and administrative review of all potential new business. * Meet… 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 ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra - high net worth clients. With approximately $70 billion in assets ... under management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part ... of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the ... Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded… more
- JPMorgan Chase (New York, NY)
- …business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
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