- 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
- Citigroup (Short Hills, NJ)
- …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
- Morgan Stanley (New York, NY)
- …important part of our culture. We are seeking a Senior Lending Transactor to help grow our Ultra High Net Worth Lending business in the Private Bank that ... Private Bankers and Private Wealth Financial Advisors to identify and efficiently deliver Ultra High Net Worth Lending solutions to Morgan Stanley's… more
- Truist (New York, NY)
- …the Truth in Lending Act 6. Proven success in the acquisition of new high net worth & ultra - high net worth client relationships. Demonstrated ... 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra - high net worth individuals… 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
- Morgan Stanley (New York, 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
- 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
- Citigroup (New York, NY)
- …is unified wealth platform that serves clients across the wealth continuum. Citi 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
- 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 ... Financial Advisor + Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives + Identify and develop… more
- Bank of America (New York, NY)
- …clients to ensure full compliance with laws, and policies while focusing on the needs of Ultra High Net Worth Families. These managers are client centric ... Private Wealth Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan… 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
- 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 (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
- Morgan Stanley (New York, NY)
- …the growth of our IBL business serving high net - worth and ultra - high net worth clients residing in key IWM jurisdictions. The ILA will be ... covering a dedicated territory that will include international wealth management offices across the United States. The ILA will be co-located with ICAs and coordinate activities across their market(s) in partnership with ICAs, International Private Bankers… more