- Citigroup (New York, NY)
- …of 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. Fluency in foreign language, as required Creative and innovative Able to… more
- Bank of America (Atlanta, GA)
- …leadership and advisors around Custom Credit Strong credit skills (commercial / UHNW ) Organized and can handle/prioritize several transactions at the same time ... (reporting, covenants, etc.) Desired Qualifications: Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds,… more
- Raymond James Financial, Inc. (New York, NY)
- …practices Broker-dealer supervisory frameworks, retail investment platforms, and UHNW product risks including structured products, alternatives, and advisory ... track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly… more
- HSBC (Miami, FL)
- …As our High Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business opportunities through trusted partnerships ... and external referral channels + Build and manages relationships with HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth… more
- City National Bank (Denver, CO)
- …clients and investment colleagues. Prior success in the HNW or UHNW market Excellent communication skills Self-motivated and self-disciplined Strategic thinker, able ... to assess and recommend a course of action Highest level of both personal and professional demeanor and ethical behavior WHAT'S IN IT FOR YOU? Compensation Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based on skills,… more
- Robert Half (San Francisco, CA)
- …family office Exceptional communication skills and the ability to build trust with UHNW families and their advisors A calm, professional presence and the judgment to ... handle sensitive information Strong coordination skills-you know how to keep moving parts aligned across multiple stakeholders A genuine passion for high-touch service and long-term relationship building Robert Half is the world's first and largest specialized… more
- Bank of America (New York, NY)
- …referral networks with measurable revenue outcomes. Deep understanding of UHNW /HNW client segments, private banking products, and global regulatory frameworks. ... Exceptional leadership, communication, and cross-functional collaboration skills. Desired Qualifications: Enterprise Leadership: Ability to drive initiatives across multiple divisions and geographies. Growth Mindset: Focused on building scalable client… more
- Wells Fargo (Miami, FL)
- …tax-efficient strategies, and practice ownership transitions 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 Strong interpersonal, communication, and consultative sales skills Knowledge of wealth management products and referral partnerships Job Expectations: This position requires… more
- Bank of America (New York, NY)
- Product Specialist I (Structuring, Origination & UHNW Solutions) New York, New York **To proceed with your application, you must be at least 18 years of age.** ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Product-Specialist-I--Structuring--Origination UHNW -Solutions-\_25010875-2) **Job Description:** At Bank of America, we are… 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. + Fluency in foreign language, as required + Creative and innovative +… more
- Citigroup (Greenwich, CT)
- …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 (Dallas, TX)
- …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 (Atlanta, GA)
- …& 31 + 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. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Robert Half Finance & Accounting (Reno, NV)
- …Katie Weigel with Robert Half Finance and Accounting is working with a Reno based Family Office to identify a Tax Director to join their dynamic and growing ... organization. In this role, the Tax Director is responsible for Review or preparation of tax forms, elections and statement disclosures. They will be responsible for the timely and accurate preparation and review of returns and estimated tax payments, will… more
- Citigroup (Washington, DC)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal 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… more
- Citigroup (New York, NY)
- …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
- Bank of America (Dallas, TX)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- Bank of America (New York, NY)
- …to learn, grow, and make an impact. Join us! **Job Description:** The UHNW Advisory Strategist will support Financial Advisors in the business development of ... UHNW prospects and clients by partnering with Financial Advisors...deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on… more
- KeyBank (Portland, ME)
- …of KeyBank by providing client advisory services to Ultra High Net Worth ( UHNW ) clients with a net-worth greater than 25MM and their beneficiaries. As a ... team members to build insights and solutions to attract, retain and grow UHNW client relationships. This role is entrusted with the responsibility of delivering the… more
- 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 ... banking relationships:** Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business… more
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