- 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
- 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
- Truist (New York, NY)
- …family meetings and next gen education to our HNW client families. The Center for Family Legacy works with Ultra High Net Worth and High Net ... the essential functions. 1. Bachelor's Degree required 2. 15 years of experience managing ultra - high net worth clients and their families with execution… 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 ... 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
- 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
- KeyBank (New York, NY)
- …This role will be pivotal in driving the growth and success of our High Net Worth and Ultra - High Net Worth Clients. The ideal candidate ... managed will focus on identifying, scoping, proposing, capturing, and delivering high "mission value added" projects for the Family Wealth business. **Essential… more
- M&T Bank (New York, NY)
- …sales enablement activities to drive new client relationships and retain and deepen existing High 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 to all resources and solutions based… 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)
- …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)
- …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
- KeyBank (New York, NY)
- …New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - ... in clients' annual family meetings * Retains and deepens client relationships with high level personal attention * Has a command of the Family Wealth value… more
- Bank of America (New York, NY)
- …centers of influence **Required Skills:** + 15+ years' experience in private banking ( ultra high - net - worth space), business development and relationship ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
- Citigroup (New York, NY)
- …nearly 50 years, this unique service has provided comprehensive art collecting guidance to ultra - high - net - worth clients across the world. Through a range ... specialists, ensuring excellence in client service + Build and maintain high -performing team through recruitment, development, and retention strategies + Manage… more
- JPMorgan Chase (New York, NY)
- …delivers the highest quality advice, service, capabilities and products to High and Ultra High Net Worth (H/UHNW) individuals and families around ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- JPMorgan Chase (New York, NY)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra - high net worth individuals and families ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citigroup (New York, NY)
- …to the whole wealth spectrum of clients ranging from the affluent up to the Ultra High Net Worth segment. We are looking for strong candidates to ... associated controls; + Undertake portfolio risk reviews for internal stakeholders ensuring high quality and timely information is provided to enable proactive risk… more
- Citigroup (New York, NY)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more