- JPMorgan Chase (New York, NY)
- …of all wealth management investment, banking, and trust products for UHNW and institutional clients. **Job responsibilities** + Partner closely with investments ... product team members and marketing leadership to build and implement strategic marketing plans that promote engagement and adoption among various client segments and prospects. + Collaborate across multiple marketing groups and the investments product team to… more
- US Bank (Nashville, TN)
- …- 10 or more years of financial planning experience with HNW/ UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including ... overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
- VOSTROM (Virginia Beach, VA)
- …ideally within financial services, hospitality or in roles supporting UHNW individuals. + Proactive Problem-Solving: Ability to independently manage tasks ... from start to finish, anticipate needs, and maintain confidentiality in all interactions. + Technical Proficiency: Advanced expertise in Microsoft Outlook, Excel, Concur, Salesforce and other productivity tools to manage scheduling and reporting efficiently. +… more
- Citigroup (New York, NY)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in working with clients + Demonstrated track ... record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Fluency in foreign language, as required + Creative and innovative + Able to multi-task and prioritize… more
- Coinbase (New York, NY)
- …Allocators (Pensions, Sovereign Wealth Fund, Endowments, Foundations, Wealth platforms, HNW and UHNW ). * Drive maintenance and growth of the CBAM client base. * ... 10%-20%: Assisting in creation and maintenance of marketing collateral, in concert with the head of Marketing & IR. *What we look for in you (ie. job requirements):* * 7+ years of institutional sales experience at top tier global institutional asset manager. *… more
- Citigroup (Miami, FL)
- …experience + 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 + Proficiency in Spanish preferred + Required Licensing/Registration: SIE, Series 7, Series 66 (or 63 and 65) **Education:** + Bachelor's/University degree, Master's degree preferred **Job Family… more
- Citigroup (Los Angeles, CA)
- …experience + 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 + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree,… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …established team in providing investment and wealth planning for HNW and UHNW clients, offering an exceptional experience to deepen existing client relationships, ... cultivate new opportunities and increase the growth of the firm. **Responsibilities:** + Advise and educate individuals and families by delivering personalized investment solutions and providing guidance in retirement, tax management, investment strategies,… more
- Citigroup (Palo Alto, CA)
- …experience + 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 + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University… more