• Executive Financial Services - Rule 10b5-1…

    Morgan Stanley (Purchase, NY)
    …benefit programs. **Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** ... plans for top executives and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this… more
    Morgan Stanley (09/16/24)
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  • Wealth Advisor III - Dallas / Fort Worth

    Truist (Dallas, TX)
    …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
    Truist (08/29/24)
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  • Citi Wealth at Work - Investment Counselor - D/MD

    Citigroup (New York, NY)
    …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be experienced… more
    Citigroup (10/25/24)
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  • Wealth Strategies Advisor

    Bank of America (New York, NY)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
    Bank of America (09/21/24)
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  • Wealth Strategies Advisor

    Bank of America (Clayton, MO)
    …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
    Bank of America (09/21/24)
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  • Investment Counselor Sr. Lead - C14 - Miami…

    Citigroup (Miami, FL)
    …Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
    Citigroup (09/05/24)
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  • Sr. Wealth Advisor

    Truist (Greenwich, CT)
    …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful track… more
    Truist (09/26/24)
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  • Manager, Business Tax Services - Private…

    KPMG (Miami, FL)
    …and play a key role in growing KPMG's private client tax practice, which focuses on ultra - high net worth individual, trust and estate clients + Review ... - worth individuals and Family Offices + Serve as the trusted advisor to ultra - high net worth families on matters relating to current and… more
    KPMG (11/03/24)
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  • Sr. UHNW Sales Specialist

    Morgan Stanley (San Francisco, CA)
    …Private Bank, NA is seeking a high potential candidate to 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 Bankers and Financial Advisors/Private Wealth Advisors in order to further… more
    Morgan Stanley (10/26/24)
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  • Citi Private Bank - UHNW Investment Counselor

    Citigroup (Denver, CO)
    …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients. They should be experienced… more
    Citigroup (09/25/24)
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  • Wealth Regional Managing Director

    Truist (Atlanta, GA)
    …team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth , ... leader and the team as credible and capable financial partners to high net worth and ultra - high net worth clients * The ability to develop… more
    Truist (10/17/24)
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  • Associate Director, Principal Giving (East)

    International Rescue Committee (New York, NY)
    …the IRC by engaging, cultivating, soliciting, and stewarding significant, multi-year commitments from ultra - high net worth individual supporters that are ... Principal Giving East to build strategy in support of a growing portfolio of ultra - high net worth individuals. Working across fundraising teams and with… more
    International Rescue Committee (10/04/24)
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  • Senior Wealth Planner

    HSBC (San Francisco, CA)
    …and trusting relationships with clients and their families, in particular those in the target Ultra High Net Worth segment. You will actively look ... planet we all share. You will work closely with high and ultra - high net worth individuals and families to advise on wealth and generational planning… more
    HSBC (11/02/24)
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  • Senior Associate, Business Tax Services - Private…

    KPMG (Santa Clara, CA)
    …services to owners and senior executives of KPMGs private client base which focuses on ultra - high net worth individual, trust and estate clients + ... and business activities external to the firm Qualifications: + Minimum two years of ultra - high net worth individual and/or trust and estate tax… more
    KPMG (10/20/24)
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  • Private Banker

    CIBC (FL)
    …of 5-7 years of experience developing and managing lending and deposit relationships with high net worth and ultra - high net worth clients. ... and suite of investment, trust, and banking solutions to high net worth and ultra - high net worth individuals, families and institutions.… more
    CIBC (11/01/24)
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  • Family Office Strategist- Managing Director

    Bank of America (New York, NY)
    …of Family Office or Wealth Management related work experience and/or experience working with high net worth and ultra - high net worth clients ... . Proven track record of successful sales experience working with high net worth and ultra - high net worth clients . Deep understanding of… more
    Bank of America (10/10/24)
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  • Legal Wealth Advisor II or III

    Truist (Miami, FL)
    …the Truth in Lending Act 6. Proven success in the acquisition of new high net worth & ultra - high net worth client relationships. Demonstrated ... 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra - high net worth individuals… more
    Truist (10/09/24)
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  • Private Banking Advisor

    Comerica (Houston, TX)
    …Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra - high net worth , ... estate and tax planning, cash flow analysis and budgeting, and risk management to ultra - high net worth clients. Uses advanced credit knowledge to help… more
    Comerica (10/26/24)
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  • Private Banker

    City National Bank (Washington, DC)
    …BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high - net - worth and ultra - high - net - worth individuals ... 10 years of sales and relationship management experience in financial services preferably with high net worth clients. + FINRA Series 7 and 63 and 65 or… more
    City National Bank (10/31/24)
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  • GWIM Sr. Credit Underwriter

    Bank of America (Charlotte, NC)
    …responsibilities include performing and documenting financial analysis for credit approval of ultra - high - net - worth clients (individuals, family offices, ... SCU performs and documents in-depth financial analysis for credit approval of ultra - high - net - worth clients (individuals, family offices, trusts, special… more
    Bank of America (11/07/24)
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