- Citigroup (Irving, TX)
- …includes products and services across the different client segments, from affluent to ultra - high - net worth through Citigold/Citigold Private Clients, ... + Bachelor's/University degree or equivalent experience This job description provides a high -level review of the types of work performed. Other job-related duties… more
- JPMorgan Chase (Dallas, TX)
- 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
- Bank of America (Dallas, TX)
- …for servicing existing client assets and assisting with the prospecting of ultra - high - net - worth and institutional investors. **Responsibilities:** ... Developing a comprehensive and in-depth understanding of the Bank of America Private Bank portfolio construction process with respect to alternative investments, including hedge funds, private equity, and real assets. + Creating and executing a business… more
- City National Bank (Austin, TX)
- …financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + ... investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial… more
- Citigroup (San Antonio, TX)
- …be responsible for handling end-to- end brokerage account servicing and trading requests for high - net - worth clients in a contact center setting for domestic ... build and deepen relationships to gain incremental wallet share of the HNW/ Ultra HNW and Affluent segment through superior customer experience. + Provide quarterly… more