- HSBC (New York, NY)
- …our investors, our communities and the planet we all share. The role of the High Net Worth Wealth Supervisor works closely with sales management and with ... and participating in branch promotional activities and special projects as required As our High Net Worth Wealth Supervisor you will: + Ability to… more
- Truist (Greenwich, CT)
- …primary relationship advisor for high net worth and ultra- high net worth wealth clients. Responsible for developing and deepening client ... delivery of a broad range of wealth products and services to high net worth individuals. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Following is a summary… more
- Citigroup (Greenburgh, NY)
- … Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such ... entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, operates… more
- JPMorgan Chase (New York, NY)
- …and prospects on critical wealth structuring techniques and strategies used across the high net worth wealth spectrum. **Job Responsibilities** + ... with clients and prospects who have complex tax and wealth structuring situations, in conjunction with their primary private...issues and changes that affect the structures and strategies high net worth clients often… more
- Citizens (Stamford, CT)
- …The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial ... Private Client Relationship Manager, you will engage directly with our affluent and high - net - worth clients to exceed their expectations by thinking long… more
- M&T Bank (New York, NY)
- … Net Worth (HNW) and Ultra- High Net Worth (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. ... Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access...policies and procedures that align with all aspects of Wealth Management sales and service strategy. Resolves more complex… more
- Morgan Stanley (Purchase, NY)
- …products and services to corporations, governments, financial institutions, and ultra- high net worth clients. Wealth Management provides a comprehensive ... positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its...institutional clients as well as high to ultra- high net worth individuals, and… more
- Morgan Stanley (Purchase, NY)
- …products and services to corporations, governments, financial institutions, and ultra- high net worth clients. Wealth Management provides a comprehensive ... positions in each of its business segments- Institutional Securities, Wealth Management, and Investment Management. Morgan Stanley, through its...institutional clients as well as high to ultra- high net worth individuals, and… more
- Citigroup (New York, NY)
- …of Citi to serve the entire continuum of wealth clients, from affluent to ultra- high net worth to family offices. Citigold clients have a dedicated team, ... locations across 20 countries, we offer our services to more than 14,000 ultra- high net worth clients from nearly 100 nations. Wealth at Work supports… more
- HSBC (New York, NY)
- …sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in wealth planning and wealth ... our communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the ...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… more
- JPMorgan Chase (New York, NY)
- …Securities, which serve high net worth and ultra- high net worth clients, and Chase Wealth Management, serving mass affluent and affluent ... in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market throughout… more
- Citigroup (New York, NY)
- …across the different client segments, from affluent to ultra- high - net worth through Citigold/Citigold Private Clients, Wealth at Work and Citi Private ... Bachelor's/University degree, Master's degree preferred\#NAMInternalAudit + The Internal Audit Wealth team is responsible for providing independent assurance over… more
- Morgan Stanley (Purchase, NY)
- …Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist* **Location:** *New York-Purchase* **Requisition ... plans for top executives and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position… more
- 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 ... Wealth Strategies Advisor Charlotte, North Carolina;New York, New...on clients. + Engages Merrill market leaders to drive ultra- high net worth client engagement… more
- Citigroup (New York, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...build relationships with, and service the investment needs of ultra- high net worth clients in… more
- Morgan Stanley (Purchase, NY)
- …by its full-service brokerage and investment advisory clients. In addition, the team provides high net worth full-service clients with access to additional ... * Wealth Management Capital Markets Attorney VP/ED* *Company Profile:*...issuer diligence * Advising on complex trading strategies by high net worth and ultra-… more
- Citigroup (New York, NY)
- …Organization:** Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients ... its ability to see and seize opportunities for our clients through the wealth continuum. Our Private Bankers, Financial Advisors, and Product Specialists act as… more
- Citigroup (Greenwich, CT)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...to gain incremental wallet share of the affluent and High Net Worth segment through...wallet share of the affluent and High Net Worth segment through the use of… more
- Citigroup (New York, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...operates in the affluent and high - net worth segments through Citigold(R)...operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R)… more
- Citigroup (New York, NY)
- …the entire continuum of wealth clients. The unified business supports ultra- high - net - worth individuals and family offices through Citi Private Bank, ... Citi Global Wealth brings together the full power of Citi...operates in the affluent and high - net worth segments through Citigold(R)...operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R)… more