- 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
- Neuberger Berman (New York, NY)
- …Private Wealth's largest Private Asset Management teams, the Senior Estate Planner will advise high - net - worth clients on all aspects of trust and estate ... of holistic wealth strategy services to help clients achieve financial goals and enhance their experience + Focus on...wealth management preferred + Proven ability to manage complex, high - net - worth relationships with a focus… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net - worth clients of the firm. Working in conjunction with ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- HSBC (Buffalo, NY)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the fundamentals… more
- 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
- 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
- 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
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