- JPMorgan Chase (Miami, FL)
- …complex borrowing relationships by presenting JP Morgan Private Bank's credit solutions to ultra- high net worth clients and advising on implementation. **Job ... your career to the next level. As a Lending Specialist in the US Private Bank, you will manage...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (New York, NY)
- …responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part of their ... UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer… more
- Bank of America (New York, NY)
- …for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the Americas. Focus ... Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.**… more
- AIG (Chicago, IL)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... Underwriting Specialist , Casualty Make your mark in Underwriting AIG underwriting teams help to find insurance solutions in… 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 investment… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... 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
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more
- Truist (Houston, TX)
- …client and advisor support to a team of Wealth Advisors managing a portfolio of high net - worth clients. Closely works with assigned advisor(s) to meet the ... needs and objectives of the client and will serve as the primary point of intake for a majority of requests from advisor(s) and clients, playing a key front-office role in interfacing with clients. The teammate will support workload management, and triage and… more
- TEKsystems (St. Petersburg, FL)
- …or 8:30AM to 5:30PM Laptop provided **Must have 3-5 years of experience processing HNW ( High Net Worth - (USD)1MM+) loans** **Experience with Encompass POS ... system experience preferred** **Must be articulate and well spoken with strong customer service experience** Pay and Benefits The pay range for this position is $26.00 - $26.00/hr. Eligibility requirements apply to some benefits and may depend on your job… more
- Charles Schwab (Phoenix, AZ)
- …in the financial services industry **Preferred Qualifications** + Experience servicing high - net - worth clients preferred + Experience supporting financial ... advisors preferred + Experience with CRM software such as Salesforce preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. **What's in it for you** At Schwab, we're committed to empowering our employees'… more