- Citigroup (New York, NY)
- …to help meet the wealth needs and aspirations of our affluent and HNW/ UHNW clients around the world. Its clients receive customized banking services that crosses ... borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services covering capital markets, managed investments, portfolio… 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
- BMO Financial Group (CA)
- …Planning in BMO for a dedicated resource team to work with HNW/ UHNW clients/prospects for transition events. Educate business owners about transition and personal ... planning opportunities. + Engage with business owners to develop, identify and distinguish between their personal goals and financial needs + Empower business owners and families to navigate the transition process and make complex business and personal wealth… more
- JPMorgan Chase (New York, NY)
- …advice, service, capabilities and products to High and Ultra High Net Worth (H/ UHNW ) individuals and families around the world. We deliver highly customized and ... comprehensive solutions to help clients with the many complexities they face by leveraging the commercial and investment banking capabilities of the firm. WMIS is involved with every facet of wealth management, including investments, wealth structuring,… 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
- 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
- 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
- University of Pennsylvania (Philadelphia, PA)
- …foster and enhance relationships with our most significant Ultra High Net Worth ( UHNW ) individuals and esteemed volunteers. By serving as the internal lead for the ... Principal Giving Strategy & Experience at the Wharton School, the successful candidate will have the opportunity to manage a staff member and make a profound impact on the School's philanthropic landscape and join a team dedicated to excellence and innovation… 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. **Education:** + Bachelor's/University degree, Master's degree… 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
Recent Jobs
-
Academic Scholar - Clinical Assistant Professor, Family Medicine
- University at Buffalo (Buffalo, NY)
-
Home Caregiver - Hourly, days, Overnight, Weekends
- Griswold Home Care, Inc (Rochester, NY)
-
Outdoor Powersports Technician
- Birkeys Farm Store (Bloomington, IL)
-
Senior Resource Analyst
- Silicon Valley Power (Santa Clara, CA)