- HSBC (New York, NY)
- …UHNW, HNW Relationship Manager Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, ... breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our… 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
- 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 in… 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 ... 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
- City National Bank (New York, NY)
- …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
- Morgan Stanley (New York, NY)
- …assessments are factored into business decisions. This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a ... primary focus on Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals and may also include loans secured by life… 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
- 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
- JPMorgan Chase (New York, NY)
- …Management is a global leader in investment and wealth management. Its clients include institutions, ultra - high - net - worth and high - net - worth ... + Excellent communication skills (written and verbal), diligent multi-tasking abilities, high -level of structure and organization, and attention to detail are… more
- Citigroup (New York, NY)
- …unified wealth platform that serves clients across the wealth continuum. Wealth serves 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 Private Client and captures wealth management in the… more
- JPMorgan Chase (New York, NY)
- …Management, is a global leader in investment and wealth management. Its clients include institutions, ultra - high - net - worth and high - net - worth ... to manage multiple highly visible initiatives simultaneously with a high level of attention to detail. + Exceptional communication...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Morgan Stanley (New York, NY)
- Morgan Stanley's Private Wealth Management (PWM) Division focuses on the ultra - high net worth (UHNW) client segment. For over 40 years, PWM has served ... * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced degrees a plus * Strong coaching and… 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
- JPMorgan Chase (New York, NY)
- …by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra - high net worth client ... 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 (Queens, NY)
- …managed account strategies, world-class research and investment guidance. The Wealth business serves ultra - high - net worth individuals and family offices ... through Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers… more
- Citigroup (New York, NY)
- …account strategies, world-class research and investment guidance. Our Wealth business serves ultra - high - net - worth individuals and family offices through ... Citi Private Bank, operates in the affluent and high - net - worth customer relationship tiers of Citigold(R) and Citigold Private Client and offers wealth… 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