- Citigroup (New York, NY)
- …related role in a High Net Worth or Ultra High Net Worth organization. + Solid interpersonal, influencing and written/verbal communication ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- Citigroup (New York, NY)
- …ideally with Lending experience in a High Net Worth or Ultra High Net Worth organization + Strong ability to analyze data, identify trends, ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- Bill and Melinda Gates Foundation (Seattle, WA)
- …between intent and action, ensuring philanthropy supports lasting change. We engage with ultra - high - net - worth individuals (UHNWI), corporate and private ... in the Giving Pledge team you will lead relationships with a portfolio of ultra - high - net - worth individuals and families who have signed the Giving… more
- JPMorgan Chase (Rochester, NY)
- …a passion for luxury travel and a keen understanding of the needs and expectations of ultra - high net worth clientele. As a Luxury Travel Designer within ... specializing in curating bespoke luxury travel experiences and concierge services for ultra - high net worth individuals (UHNWI) and families worldwide.… more
- First Horizon Bank (Lafayette, LA)
- …and a demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs. + Successful ... transition strategies, etc. You will utilize our financial planning strategy to advise high net worth individuals on all aspects of their balance sheet to… more
- Neuberger Berman (Dallas, TX)
- …Management business and requires a candidate who can confidently engage with ultra - high - net - worth clients. **Key Responsibilities** **Marketing Duties** ... and polished demeanor, with the ability to represent the team to ultra - high - net - worth clients + Well-spoken, articulate, and highly professional… more
- Vanguard (Scottsdale, AZ)
- …be part of a team within the Advice and Wealth Management (AWM) division advising our ultra - high net worth clients and their families through their ... This role will be within the Advice and Wealth Management division assisting our ultra - high - net - worth clients with planning and strategy in the areas of… more
- Citigroup (New York, NY)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private Bank… more
- Manulife (MA)
- …across distribution, product, legal, and underwriting to deliver sophisticated planning strategies for high - net - worth and ultra - high - net - ... leadership to oversee financial underwriting across multiple disciplines, including foreign national, high net worth , private and commercial financing,… more
- JPMorgan Chase (New York, NY)
- …Family Wealth Services offers a comprehensive suite of solutions tailored to assist ultra - high - net - worth families in navigating the complexities of ... interest or experience in luxury brands, hospitality or concierge services aimed at ultra - high - net - worth clients + Experience in event management +… more