- Citigroup (Miami, FL)
- …& 31 + 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. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (New York, NY)
- …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 (New York, NY)
- …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. + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65)… more
- Citigroup (Chicago, IL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Citigroup (New York, NY)
- …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
- Truist (Jupiter, FL)
- …This is a hybrid position with at least 3 days in the office. Office location is 150 South US Highway 1, Jupiter, Florida. Perform, monitor, and reconcile basic ... operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, performance reporting, client report generation, and regulatory and management reporting. Utilize prescribed policies,… more
- Citigroup (Atlanta, GA)
- …+ The role of 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. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more
- Bank of America (San Francisco, CA)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- M&T Bank (Wilmington, DE)
- …members to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele. Works closely with Wealth Advisors to develop and execute customized ... wealth plans for UHNW clients and families that leverage the full breadth...the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual… more
- Bank of America (Dallas, TX)
- …with opportunities to learn, grow, and make an impact. Join us! The ** UHNW Advisory Strategist** will support Financial Advisors in the business development of ... UHNW prospects and clients by partnering with Financial Advisors...deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on… more
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