- KeyBank (Portland, ME)
- …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
- CIBC (St. Louis, MO)
- …cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) client relationships, providing tailored banking and lending solutions. You ... banking relationships:** Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business… more
- Citigroup (New York, NY)
- …strategic insight, a proven ability to originate and deepen Ultra-High-Net-Worth ( UHNW ) relationships, and a strong capacity to influence and collaborate effectively ... Engagement & Advisory:** + Originate, cultivate, and deepen relationships with Ultra-High-Net-Worth ( UHNW ) individuals. + Act as a subject matter expert on complex… more
- KeyBank (Cleveland, OH)
- …- 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
- First National Bank of Omaha (Overland Park, KS)
- …You Will Lead & Deliver** **Strategic & Responsible Growth** + Own HNW/ UHNW segment results: revenue, flows, advisor productivity, and profitability + Lead with ... execute comprehensive organic and inorganic client acquisition strategies for HNW/ UHNW markets, including prospecting methodologies, referral programs, and strategic… more
- JPMorgan Chase (Sarasota, FL)
- DESCRIPTION: Duties: Advise Ultra High Net Worth ( UHNW ) clients in the Financial Services space on personal balance sheet asset allocation, investment management, ... banking, and holistic banking, to high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) individuals; prospecting UHNW individuals whose investment portfolios… 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
- Bank of America (New York, NY)
- …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is initiated ... skills, both written and verbal; ability to convey complex strategies to UHNW clients + Proven relationship building and business partnering skills. + Strong… more
- The Calendar Group (Los Angeles, CA)
- A high-profile UHNW family is seeking an experienced, sophisticated, and deeply connected Estate Manager to oversee multiple properties in Los Angeles and the Santa ... their needs weekly. Qualifications + Minimum 7-10 years of experience managing UHNW or high-profile estates and properties. + Sophisticated taste level with… more