- AIG (New York, NY)
- …+ You will be part of the Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- JPMorgan Chase (New York, NY)
- …Vice President to serve as the strategic liaison for the extension and integration of CCB high net worth credit card products - including the JP Morgan ... division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto...subject matter expert for Consumer & Community Banking (CCB) high net worth (HNW) &… more
- World Insurance Associates, LLC. (New York, NY)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Primary Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and… more
- HSBC (New York, NY)
- High Net Worth Relationship...client contact and problem solving + Excellent understanding of financial markets and products + Ability to provide strong ... and grow profitable long-term relationships principally focused on HNW ( High Net Worth ) individuals. The... financial and statistical analysis + Attention to detail and… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... We are seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... and other forums, crafting a comprehensive story of the High Net Worth Card Product...**Required qualifications, capabilities, and skills** + 10+ years of financial services product management, product strategy, or consulting experience,… more
- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist...are guided by a common purpose to help make financial lives better through the power of every connection. We ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Ultra- High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:** At Bank… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Nuveen Investments (New York, NY)
- …supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes ... helping them grow their practice through referrals to deliver financial solutions that ignite the dreams of the people...Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under… more
- BlackRock (New York, NY)
- …opportunities to engage directly with clients, including institutional investors, high net worth individuals, and financial advisors. **Job Description** ... demand for the firm's Municipal products, and ensuring the team provides high -quality, investment-focused client service. As the candidate progresses in this role,… more