- Wells Fargo (Austin, TX)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services. * Estate services. * Philanthropic services. * Closely held asset management. * Real estate and loan asset management. * Oil, gas and mineral management. * Legacy trust services. * Special needs trust services. * Managed… more
- City National Bank (Madison, WI)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more
- Charles Schwab (Austin, TX)
- …business. Our mission is to empower high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients by delivering differentiated offerings and tailored financial advice ... that meet their unique needs. This role is part of a highly talented and experienced architecture team responsible for setting the vision, strategy, and roadmap for the Schwab Wealth and Advice Solutions platform. The team works in close partnership with… more
- JPMorgan Chase (New York, NY)
- …that deepen relationships with Affluent, High-Net-Worth (HNW), and Ultra-High-Net-Worth ( UHNW ) clients, ensuring the right message reaches the right audience. ... + Become a subject matter expert on the products and target customers, providing insights to inform campaign development and positioning-own and drive the value proposition. + Manage the overall strategy and deliverables for engagement programs and digital… more
- Wells Fargo (Charlotte, NC)
- …service issues and inquiries related to the most complex accounts for HNW / UHNW clients + Assist with the development of tracking and monitoring reports + Oversee ... management responses to high-level customer delinquencies, defaults, or other problems + Manage special projects related to service improvements + Understand client needs and collaborate with other partners when appropriate, including Operations, Compliance,… more
- Comerica (New York, NY)
- …responsible for serving as relationship manager for Ultra High Net Worth ( UHNW ) relationships by providing insight to specific trust documents, overseeing overall ... estate planning, and working directly with our Financial Advisor partners. This role's direct involvement in business development is expected to contribute to the achievement of the annual net new business goal for the division. Position CompetenciesSuccessful… more
- Citizens (Shelton, CT)
- …Lending: CRE, C&I, and relationship-based facilities + Specialty Lending: tailored UHNW financing, securities-backed lending + Understand data flows across PB, ... Wealth, and Commercial and how these intersect for unified relationship views. + Define critical product and transactional data attributes to support reporting, analytics, and cross-business insights. Analytics & Insights Enablement + Partner with business and… more
- Citigroup (New York, NY)
- …communication with clients and their Bankers **Qualifications** + 10+ years' experience in UHNW lending origination and credit analysis in a private bank + Expert ... knowledge in Commercial Real Estate, Private Equity and Private Stock financing preferred + Ability to advise clients and where appropriate creatively structure sophisticated solutions to help clients meet their objectives + Experience with assessing and… more
- The Calendar Group (Cresskill, NJ)
- …* English required; Russian language skills preferred. * Extensive experience supporting UHNW families. * Strong leadership background in managing PA and support ... teams, including training, delegation, and performance management * Skilled in setting up processes to ensure seamless daily operations and efficient workflow management Trusted advisor to principals on team structure, vendor management, and operational… more
- Citigroup (New York, NY)
- …Spanish + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family Group:** Private Client Coverage **Job Family:** Private Banker **Time Type:** Full time **Primary… more