- AIG (New York, NY)
- …You will be part of the a 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. (Farmingville, 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
- Guardian Life (New York, NY)
- …expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist plays a critical role in driving growth ... strategies, tailored case design, and value-added insights focused on the unique needs of high - net - worth individuals and families. Success is measured by GDC… more
- JPMorgan Chase (New York, NY)
- …credit analysis, and portfolio management. + Advanced knowledge of the high net worth industry and financial markets. + Superior understanding of ... writing, and communication skills. **Preferred qualifications, capabilities, and skills:** + Experience with high net worth lending and capital markets. +… more
- HSBC (New York, NY)
- …individual will establish new relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client ... Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years...client contact and problem solving + Excellent understanding of financial markets and products, + Ability to provide strong… more
- HSBC (New York, NY)
- …use in direct client contact and problem solving + Excellent understanding of financial markets and products, Ability to provide strong financial and statistical ... analysis + Attention to detail and the ability to think creatively to solve problems + Series 7 and 63 licenses, may allow for contingency to obtain Series 7 and 63 + Bachelor's Degree required As an HSBC employee, you will have access to tailored professional… 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
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra... and Ultra High Net Worth Lending + Solid knowledge of financial … more
- Bank of America (Albany, NY)
- … advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... financial advisors, institutional retirement participants and higher net worth clients. + Deliver advice through...across the business to increase opportunities for affluent and high net worth client acquisition… more
- CIBC (New York, NY)
- …(CX), Debt, Due Diligence, Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment Valuation, Private ... and the impact of technology. Our client-centric approach leads with M&A and other financial advisory services with full access to the debt, equity, and loan capital… more
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