• UHNW Solutions Product Platform Specialist

    Bank of America (New York, NY)
    UHNW Solutions Product Platform Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... more
    Bank of America (02/25/25)
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  • Citi Private Bank - UHNW Banker - Director

    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 ... more
    Citigroup (03/04/25)
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  • Citi Private Bank - UHNW Banker - MD

    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 ... more
    Citigroup (01/28/25)
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  • Citi Wealth - UHNW Investment Associate…

    Citigroup (New York, NY)
    …+ The role of the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... more
    Citigroup (03/18/25)
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  • Citi Private Bank - UHNW Investment…

    Citigroup (Boston, MA)
    …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... more
    Citigroup (03/15/25)
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  • UHNW Private Banker SAFE Act

    Citigroup (West Palm Beach, FL)
    …and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job ... more
    Citigroup (03/12/25)
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  • Citi Wealth / Private Bank - UHNW

    Citigroup (New York, NY)
    …+ This position is a producing-manager role that will involve covering select clients directly in a senior capacity, and managing the Metro NY team of investment ... more
    Citigroup (03/04/25)
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  • Senior Client Advisor

    M&T Bank (Los Angeles, CA)
    …members to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele. Works closely with Wealth Advisors to develop and execute customized ... more
    M&T Bank (03/19/25)
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  • Ultra High Net Worth Client Case Representative

    Vanguard (Scottsdale, AZ)
    …this role, you will: + Serve as the initial point of contact for UHNW clients. Respond to inbound requests for investment, fund, and account information. Resolve ... more
    Vanguard (03/05/25)
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  • Ascent Managing Director of Client Advisory

    US Bank (Minneapolis, MN)
    …credentialed individuals who provides extraordinary service to an exclusive group of UHNW clients. In this role, the MDCA serves as the generalist _relationship ... more
    US Bank (01/24/25)
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  • Key Family Wealth Strategist

    KeyBank (Cleveland, OH)
    …- Cleveland, Ohio 44114 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... more
    KeyBank (03/18/25)
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  • Private Banking Team Lead

    CIBC (St. Louis, MO)
    …cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) client relationships, providing tailored banking and lending solutions. You ... more
    CIBC (03/18/25)
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  • Director, Fiduciary Advisory Services

    BMO Financial Group (Los Angeles, CA)
    …by developing and deepening relationships with high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) individuals, families, and their advisors. This role focuses on ... more
    BMO Financial Group (02/21/25)
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  • Senior Wealth Planning Strategist

    BMO Financial Group (Minneapolis, MN)
    …wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... more
    BMO Financial Group (02/13/25)
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  • Assistant Controller

    Robert Half Finance & Accounting (Baltimore, MD)
    …in a boutique, challenging, and rewarding environment? A prestigious Ultra-High-Net-Worth ( UHNW ) family office is seeking an Assistant Controller to join their ... more
    Robert Half Finance & Accounting (03/21/25)
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  • Business Product Management Executive

    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 ... more
    Bank of America (03/12/25)
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  • Capital Markets Sales Principal

    Citigroup (New York, NY)
    …+ 15+ years' experience with financial markets and/or family office and/or UHNW client segments + In depth knowledge of structured products and derivatives ... more
    Citigroup (03/04/25)
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  • Head of Art Advisory, Citi Private Bank

    Citigroup (New York, NY)
    …world to benefit clients + Cultivate and deepen relationships with UHNW clients/prospects through sophisticated engagement + Maintain strong relationships with key ... more
    Citigroup (02/15/25)
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  • Brokerage Services Financial Advisor

    Bank of America (Los Angeles, CA)
    …a centralized coverage team that provides dedicated brokerage services to UHNW Private Bank clients. Initial client/prospect engagement and introduction is initiated ... more
    Bank of America (02/05/25)
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  • Family Wealth Office Director

    KeyBank (New York, NY)
    …Office Director is a senior advisor that exclusively works with Ultra High Net Worth ( UHNW ) families with a net-worth of greater than $25MM. This role serves as the ... more
    KeyBank (01/14/25)
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