- Truist (New York, NY)
- …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 (Hewlett, 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
- Citizens (Fort Lee, NJ)
- …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
- 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 works closely with the Wealth...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… 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 ... **The successful candidate will have both "internal audit" and " wealth management" experience.** Responsibilities: + Consistently develop, execute and deliver… 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
- Truist (New York, NY)
- …and next gen education to our HNW client families. The Center for Family Legacy works with Ultra High Net Worth and High Net Worth families ... review the following job description:** The Director of Truist Wealth Center for Family Legacy leads the teammates within...Bachelor's Degree required 2. 15 years of experience managing ultra- high net worth clients and… more
- KeyBank (New York, NY)
- …New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - worth of ... responsible for the coordination and delivery of all family wealth services and ensures the client receives an industry...family meetings * Retains and deepens client relationships with high level personal attention * Has a command 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...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
- City National Bank (New York, NY)
- * WEALTH STRATEGIST CNR* WHAT IS THE OPPORTUNITY? This...is responsible for expanding the CNR's relationships with its high ultra- high net - worth ... by partnering with field business development officers. Support Sr Wealth Strategist and Wealth Strategist team in...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- Citigroup (New York, NY)
- The role sits within the Wealth Credit Management team of Citi Global ...clients ranging from the affluent up to the Ultra High Net Worth segment. We ... on serving the needs of clients across the entire wealth spectrum. It has been created by combining the...+ Undertake portfolio risk reviews for internal stakeholders ensuring high quality and timely information is provided to enable… more
- TD Bank (New York, NY)
- …they hire, lead, and manage teams that support the sales and service activities of high net worth , institutional, mass affluent, and other division areas. ... you more specific details for this role. **Line of Business:** TD Wealth **Job Description:** The Client Support Supervisor serves two primary functions, they… more
- Citigroup (New York, NY)
- … business. Citi Global Wealth is a leading provider of financial solutions for affluent, high net worth and ultrahigh net worth clients around ... The Head of Wealth Application Strategy is responsible for delivering innovation...see and seize opportunities for our clients through the wealth continuum. The technology organization is building a purpose-driven… more
- JPMorgan Chase (New York, NY)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and… more