- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
- Citigroup (New York, NY)
- …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be experienced… more
- Bank of America (New York, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful track… more
- Citigroup (New York, NY)
- …be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be ... Appropriate candidates will possess the credibility to cultivate trusting relationships with existing ultra - high net worth clients of Citi Private Bank,… more
- Mount Sinai Health System (New York, NY)
- …the end-to-end sales of high -touch concierge healthcare offerings designed for high - net - worth individuals (HNWIs) and ultra - high - net - worth ... and outreach to closing deals and overseeing renewals Build and maintain a pipeline of high - net - worth and ultra - high - net - worth individuals,… more
- KeyBank (New York, NY)
- …**JOB BRIEF (PURPOSE)** The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net ... to in-house and industry groups + Demonstrated new business accomplishments in ultra high net worth market **EQUIPMENT USED/PHYSICAL REQUIREMENTS** +… more
- HSBC (New York, NY)
- …of three Regions of Wealth and Private Bank Relationship Managers and supporting staff, Ultra High Net Worth Private Bank, Investment Counselors, ... through the entire coverage of wealth management spectrum - from mass affluent to ultra - high net worth . The role is responsible for the development… more
- HSBC (New York, NY)
- …As a Senior Wealth Planner, you will work closely with high and ultra - high net worth individuals and families to advise on sophisticated income ... accounting firm, and/or at a wealth management firm advising high and ultra - high net worth clients on wealth planning topics, particularly founders,… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… more