- HSBC (New York, NY)
- …Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up ... new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the… more
- Citigroup (New York, NY)
- …Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- Citigroup (Greenwich, CT)
- …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 in… more
- Citigroup (New York, NY)
- …+ 15+ years of experience in High Net Worth and Ultra High Net Worth Lending + Solid knowledge of financial markets, investments, banking and ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- Citigroup (New York, NY)
- …ideally with Lending experience in a High Net Worth or Ultra High Net Worth organization + Strong ability to analyze data, identify trends, ... Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients around the world. Our… more
- Citigroup (New York, NY)
- …7, 66 or 63 and 65. **Desirable:** * Previous investments experience with high and ultra - high net worth individuals. * CFA, CAIA, FRM designation or ... analytical and highly customized investment strategies with specific actionable solutions for ultra - high - net - worth relationships. The position has a… 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 ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- City National Bank (New York, NY)
- …Supports CNR client teams in delivering investment analysis and financial planning materials for high - net - worth and ultra - high - net - worth ... provide white-glove service focused on intelligently personalized portfolio management for high - net - worth individuals, families, and institutions. For 30… more
- Wells Fargo (Purchase, NY)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... requirements + Engage clients, advisors, and internal partners to deliver a high -touch client experience within a strong risk management framework + Independently… more
- JPMorgan Chase (New York, NY)
- …delivers the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more