- Citizens (Boston, MA)
- …intimately focusing on each client's unique circumstances. The Ultra-High Net Worth ( UHNW ) Wealth Advisor will collaborate closely with a Senior Wealth Advisor to ... deliver comprehensive financial solutions to the bank's UHNW clients. The role is focused on offering sophisticated...and philanthropic advisory, tailored to the unique needs of UHNW individuals and families. The Wealth Advisor will support… 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. + FINRA Securities Licenses: Series 7 and 66 (or 63 & 65)… 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 (Washington, DC)
- …and Education** + Licensing: Series 7 & 66 (or 63 & 65) + BA plus relevant financial services experience required. **Job Family Group:** Private Client Coverage **Job ... Family:** Private Banker **Time Type:** Full time **Primary Location:** Washington District Of Columbia United States **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00 In addition to salary, Citi's offerings may also include, for eligible… more
- Citigroup (Miami, FL)
- …+ 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
- Truist (Charlotte, NC)
- …current and prospective clients with a primary focus on Ultra-High Net Worth ( UHNW ) clients and prospects. Engages in activities that help drive the enhancement of ... quality by delivering comprehensive, accurate and complete client deliverables consistent with UHNW level complexity and quality. May be asked to meet with clients… more
- KeyBank (Pepper Pike, OH)
- …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
- Citigroup (Miami, FL)
- …implement wealth management strategies tailored to the distinct financial needs of UHNW (ultra-high net worth) individuals in the Peruvian and Chilean market using ... equity, real estate, and commodities. Establish, cultivate, and manage relationships with UHNW clients in Peru and Chile, utilizing knowledge of local investment… more
- 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 ... MDCA has a key role in developing Ascent's presence in the ultra-high-net-worth ( UHNW ) market including representation of the business segment in the region and at… more
- KeyBank (Cincinnati, OH)
- …Cincinnati, Ohio 45202 JOB BRIEF (PURPOSE) * Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM * Serves as the primary ... and executing on comprehensive sales and service strategy for uhnw families including the next gen * Responsible for...as the lead advisor for a large and complex UHNW family * Establishes deep trust and confidence with… more
- BMO Financial Group (San Francisco, 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 ... plan to source new trust, estate, and investment management opportunities from HNW/ UHNW individuals, families, and COIs. * Cultivate and maintain relationships with… more
- 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 ... their overwall wealth planning needs. Supports the growth and retention of HNW/ UHNW client assets through specialized planning solutions that help to broaden 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
- BMO Financial Group (Los Angeles, CA)
- …and counsel focused on High Net Worth and Ultra High Net Worth (HNW/ UHNW ) client segments. They work collaboratively in partnership with our Business Development ... planning to effectively implement appropriate business development strategies for HNW/ UHNW client segments. + Develops internal/external networks and referral… more
- Citigroup (New York, NY)
- …world to benefit clients + Cultivate and deepen relationships with UHNW clients/prospects through sophisticated engagement + Maintain strong relationships with key ... skills and experience + Exceptional client relationship management skills at the UHNW level + Outstanding public speaking and presentation abilities + Strong… more
- 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 ... candidate must also demonstrate discretion and confidentiality when working within a UHNW family office environment. Why Join This Family Office? + Compensation:… 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
- HSBC (Miami, FL)
- …and grow profitable long-term relationships principally focused on Ultra High Net Worth ( UHNW ) individuals resident in or with a nexus to Southern Cone (specifically ... specialists to ensure product capabilities are in line with UHNW client requirements + Establish and maintain networks for...bank clients consisting of Southern Cone (Argentina and Chile) UHNW + At least 5 years of relationship management… more
- 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 ... skills, both written and verbal; ability to convey complex strategies to UHNW clients + Proven relationship building and business partnering skills + Strong… more
- US Bank (Denver, CO)
- …of US Bank's Wealth Management Group exclusively services a limited number of UHNW clients with net worth's greater than $75MM+. The Associate Director, Investments ... needed. This position will have some face-to-face interactions with UHNW clients, but the ADI is not responsible for...experience in an investment role with a focus on UHNW clients, foundations, or endowments. Family Office experience a… more
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