- 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
- HSBC (New York, NY)
- …economy, including founders, operations executives and venture capitalists in the high -growth tech and life sciences sector(s). + Proficiency in working with ... partner loans + Familiarity in working with clients and prospects who are high -potential future HNW/UHNW clients + At least 5 years of relationship management… more
- 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
- 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
- Truist (New York, NY)
- …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
- Raymond James Financial, Inc. (New York, NY)
- …customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients to meet liquidity needs without disrupting ... * Conduct transactions for high profile and high net worth clients. **Educational/Previous Experience Requirements** **Education/Previous Experience**… more
- Citigroup (New York, NY)
- …the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra - high net worth to family offices. Citigold clients have a ... From 52 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… more
- Morgan Stanley (Purchase, NY)
- …a variety of products and services to corporations, governments, financial institutions, and ultra - high net worth clients. Wealth Management provides ... large corporate and institutional clients as well as high to ultra - high net worth individuals, and invest in securities. Lending activity recorded in… more
- Morgan Stanley (Purchase, NY)
- …a variety of products and services to corporations, governments, financial institutions, and ultra - high net worth clients. Wealth Management provides ... large corporate and institutional clients as well as high to ultra - high net worth individuals, and invest in securities. Lending activity recorded in… more
- Morgan Stanley (Purchase, NY)
- …of WSPT is seeking an individual to join as a Product Owner supporting our platform of ultra - high net worth and institutional investing tools. This is a ... team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management's ultra - high net - worth and institutional clients. The team has… more
- Citigroup (Bronxville, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent… more
- JPMorgan Chase (New York, NY)
- …entire wealth spectrum. It includes the Private Bank and JP Morgan Securities, which serve high net worth and ultra - high net worth clients, ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- 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 ... and stewardship reports. Major Responsibilities: * Oversee a dynamic portfolio of 50+ high net worth individuals by moving the IRC's relationship with each… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Morgan Stanley (Purchase, NY)
- …in connection with ongoing issuer diligence * Advising on complex trading strategies by high net worth and ultra - high net worth clients ... brokerage and investment advisory clients. In addition, the team provides high net worth full-service clients with access to additional sophisticated… more
- City National Bank (New York, NY)
- …Private Banking client teams in delivering investment analysis and wealth planning materials for high - net - worth and ultra - high - net - worth ... Produce materials to support meeting preparation and the client meeting. Deliver a high degree of personal contact and open communication among clients and internal… more
- Randstad US (New York, NY)
- …to establish and sustain business growth. + Oversee tax planning and compliance for ultra - high net worth individuals, particularly those in the ... members accountable for achieving developmental goals. Skills + Trust & Estate Tax + High - Net - Worth Individual + Estates + Gift Tax + Tax Management +… more
- JPMorgan Chase (New York, NY)
- JP Morgan Advisors, the ultra - high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... base. + Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends product rollouts, ideas… more
- Citigroup (New York, NY)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Citigroup (New York, NY)
- …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 ... Bank is focused on clients with a minimum net worth of $25mm and serves 40%...help deliver, facilitate and implement investment solutions. + Provide high level of support, including but not limited to… more