- Bank of America (New York, NY)
- UHNW Capital Markets Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... and utilization of Capital Markets products and solutions. The UHNW Capital Markets Specialist will be part of the...Partner with select group of Merrill Private Wealth and UHNW focused Financial Advisors and their clients to deliver… more
- Morgan Stanley (San Francisco, CA)
- …help grow our Sales Ultra High Net Worth team serving this client segment ( UHNW ). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private ... Advisors/Private Wealth Advisors in order to further enhance the UHNW client segment by providing support in the areas...banking revenue . Responsible for driving growth across all UHNW Lending products - Mortgage, Securities Based Lending, and… more
- Citigroup (New York, NY)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Chicago, IL)
- …and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job ... **HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop tailored wealth management strategies. HNW Private Bankers are able to add value to clients by… more
- Citigroup (Chicago, IL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.… more
- Citigroup (Washington, DC)
- …+ Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital ... Markets as well as the core functions noted herein. Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices. + Development and execution of… more
- Morgan Stanley (Purchase, NY)
- …and needs is an important part of our culture. The Ultra-High Net Worth ( UHNW ) resources group branded as Family Office Resources (or "FOR") is within Morgan ... and is responsible for providing specialized expertise, platforms and experiences to UHNW Financial Advisors and their Clients/Prospects across a broad range of… more
- Morgan Stanley (Boston, MA)
- …and needs is an important part of our culture. The Ultra-High Net Worth ( UHNW ) resources group (branded as Family Office Resources or "FOR") is within Morgan ... the first point of contact for Financial Advisors and UHNW Clients to: 1. Learn about Morgan Stanley's differentiated...to: 1. Learn about Morgan Stanley's differentiated services for UHNW Clients 2. Receive end-to-end UHNW Client… more
- M&T Bank (New York, NY)
- …Region to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele and is responsible for managing Wilmington Trust's largest and most ... to these important relationships. Develops and executes customized wealth plans for UHNW clients and families that leverage the full breadth of the organization's… more
- City National Bank (New York, NY)
- …expanding City National Rochdale's relationships with its high and ultra-high net-worth ( UHNW **) clients. Helps to attract new prospective clients to CNR by ... Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates...(SIC) and Financial Advisors (FA) as we serve their UHNW clients by providing Comprehensive Wealth Assessments (CWA) +… more
- HSBC (New York, NY)
- **Description** UHNW , HNW Relationship Manager Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, ... acquire maintain, and grow profitable long-term relationships principally focused on HNW and UHNW individuals. The role owner will be an exceptional team player and… more
- Bank of America (New York, NY)
- …make a difference. Join us! **Job Description:** The Structuring, Origination and UHNW Solutions team ("the Team") is cross-asset solutions unit responsible for ... parameters to create an industry leading platform to meet the needs of UHNW clients. The ideal candidate will have strong technical OTC derivatives background with… more
- Bank of America (New York, NY)
- …consultations and portfolio reviews. **Job Responsibilities:** + Support Senior UHNW Portfolio Strategist client/prospect cases through subject matter expertise that ... product updates to appropriately reflect the firms' best thinking in UHNW portfolio recommendations. **Required Qualifications:** + 2-5+ years of general financial… more
- M&T Bank (Radnor, PA)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in… more
- Bank of America (West Palm Beach, FL)
- …leadership and advisors around Custom Credit * Strong credit skills (commercial / UHNW ) * Organized and can handle/prioritize several transactions at the same time * ... covenants, etc.) **Desired Qualifications:** * Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds,… more
- Wells Fargo (Roseville, CA)
- …Series 7 and 66 (or FINRA recognized equivalents) + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of ... credit and cash management services + Excellent sales advisory and discovery skills + Knowledge of wealth management products and referral partnerships **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will… more
- Morgan Stanley (New York, NY)
- Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra-high net worth ( UHNW ) client segment. For over 40 years, PWM has served the needs of ... affluent individuals, families, and their foundations. By providing advice founded on a culture of excellence and driven by global insight, PWM is devoted to helping clients preserve and grow their financial, generational, and social capital. RESPONSIBILITIES… more
- Citizens (Boston, MA)
- …7+ years of private wealth experience providing planning/solutions and advice to HNW and UHNW clients + Bachelors degree preferred and CFP Hours & Work Schedule + ... Hours per Week: 40 + Work Schedule: varies Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance. Equal Employment Opportunity At… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …ideally from a Big 10 firm. + Experience serving Ultra High Net Worth ( UHNW ) or High Net Worth (HNW) clients. + Strong understanding of flow-through entities. + ... Demonstrated professionalism with excellent communication skills. + A hands-on approach and a curious mindset. Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world's first and largest… more
- BlackRock (San Francisco, CA)
- …provide value added perspective and deliverables. + Fluency in discussion of UHNW related issues, including tax efficiency, trust structures, etc. + Strong ... communication skills; must exhibit the ability to clearly and concisely articulate product and platform characteristics to sophisticated investors, both in written work and presentations to large and small audiences. + Strong leadership qualities, intellectual… more