- Citigroup (Greenwich, CT)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (New York, NY)
- …requires a broad and comprehensive knowledge of financial markets, wealth management practices, and industry products/services. **Responsibilities:** + This position ... to communicate, the full range of investment themes, products and services Citi Private Bank offers to clients, including, though not limited to, capital market… more
- Citigroup (New York, NY)
- …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
- Citigroup (Chicago, IL)
- …thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value ... **HNW Private Bankers at Citi develop and deepen client...Management** + Serve as the client's advocate and trusted advisor (primary contact) for strategic advice on financial matters… more
- Citigroup (San Francisco, CA)
- Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... Advisors partner with Citi Private Bankers to advise clients on new loan and...**Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy… more
- Wells Fargo (Atlanta, GA)
- …job expectations below **Required Qualifications:** + 7+ years of Private Wealth Portfolio Management experience with HNW or UHNW client relationships, or ... begins with you. Wells Fargo is seeking a **Senior Private Wealth Portfolio Manager.** **In this role,...and solutions available to clients + Act as an advisor to senior leadership to develop or influence objectives,… more
- City National Bank (Chicago, IL)
- …IS THE OPPORTUNITY? The Wealth Strategist position is part of CNR's Private Wealth Solutions (PWS) team, and is responsible for expanding CNR's relationships ... wealth planning strategies in areas of interest to UHNW clients. * Collaborate and engage in peer review...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- BMO Financial Group (Minneapolis, MN)
- …business continuity strategies.** **Having JD/CFP/CPA designations is a plus!** Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/ ... UHNW ) clients to help meet their long-term financial objectives....partner collaboratively with other planning professionals and Relationship Managers ( Private Bankers, Investment Counsellors, Investment Advisors) to provide clients… more
- Citigroup (Boston, MA)
- …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
- First National Bank of Omaha (Omaha, NE)
- …stage, achieve their banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated team of experts ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business...to customers to effectively manage and preserve their overall wealth . The UHNW will surround the client… more
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