- M&T Bank (Boston, MA)
- …and lending expert to High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) clients and is primarily responsible for sourcing, negotiating, structuring, and closing ... guidance to less experienced Advisors on complex transactions for UHNW clients. **Primary Responsibilities:** + Serve as credit and...meet unique borrowing and lending needs of HNW and UHNW clients. + Originate credit leads from prospects and… more
- First National Bank of Omaha (Omaha, NE)
- …is subject to change based on business needs. **Summary of the Job:** The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in...banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated… more
- KeyBank (New York, NY)
- …of KeyBank by providing client advisory services to Ultra High Net Worth ( UHNW ) clients with a net-worth greater than 25MM and their beneficiaries. As a ... team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the… more
- KeyBank (Chicago, IL)
- …- Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for...as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with… more
- Citigroup (New York, NY)
- The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive understanding of the different systems, ... existing client business, along with an acquisition strategy for UHNW & HNW target names. Thus thorough knowledge of...and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or… more
- Truist (Houston, TX)
- …the following job description:** Manage and prepare Ultra High Net Worth ( UHNW ) financial and estate plans using their background and strong technical planning ... their application to solutions for our clients. 1b. Impact: Leads complex, UHNW multi-generational wealth planning and strategy, typically with families with assets… more
- HSBC (Miami, FL)
- …you will acquire, maintain, and grow profitable long-term relationships principally focused on UHNW and HNW individuals resident in or with a nexus to Chile. The ... specialists to ensure product capabilities are in line with UHNW and HNW client requirements + Establish and maintain...in working with clients and prospects who are high-potential HNW/ UHNW clients + At least 5 years of relationship… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth ( UHNW ) family office is seeking an Assistant Controller to join their ... candidate must also demonstrate discretion and confidentiality when working within a UHNW family office environment. Why Join This Family Office? + Compensation:… more
- City National Bank (Beverly Hills, CA)
- …expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth ( UHNW **) clients. Helps to attract new prospective clients to CNR by ... Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates...sophisticated wealth planning strategies in areas of interest to UHNW clients. * Submit for peer review all client-facing… more
- Wells Fargo (York, PA)
- …Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients with tailored lending strategies. + Collaborate with Centers of ... products tailored to diverse client needs. + Deep understanding of HNW and UHNW clients, with the ability to structure and tailor lending strategies that align… more