- Bank of America (New York, NY)
- UHNW Product Specialist (FX & FICC OTC Derivatives) New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/ UHNW -Product-Specialist--FX FICC-OTC-Derivatives-\_25032713) **Job Description:** At Bank of America, we… more
- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW -Solutions-\_25010875-2) **Job Description:** At Bank of America, we are… more
- Citigroup (Greenwich, CT)
- …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 (Boston, MA)
- …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 (Chicago, IL)
- …& 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
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is working with a Reno based Family Office to identify a Tax Director to join their dynamic and growing ... organization. In this role, the Tax Director is responsible for Review or preparation of tax forms, elections and statement disclosures. They will be responsible for the timely and accurate preparation and review of returns and estimated tax payments, will… more
- Citigroup (Washington, DC)
- …+ 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
- 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
- Truist (Atlanta, GA)
- …current and prospective clients with a primary focus on Ultra-High Net Worth ( UHNW ) clients and prospects. Engages in activities that help drive the enhancement of ... quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked to meet with clients… more
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