• UHNW Capital Markets

    Bank of America (New York, NY)
    UHNW Capital Markets Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Capital Markets products and solutions. The UHNW Capital Markets Specialist...equity research, equity portfolio management, wealth management or middle market institutional capital markets (preferably… more
    Bank of America (09/12/24)
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  • Executive Financial Services - Rule 10b5-1 Ultra…

    Morgan Stanley (Purchase, NY)
    …Maintain EFS records on Rule 10b5-1 trading plans. * Prior experience in Capital Markets , Investment Banking/Origination, Wealth Management or other role in ... SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth ( UHNW ) Rule 10b5-1 Specialist under EFS this...point of contact to liaise between Trade Desk and Specialist Teams on market updates, trading strategy… more
    Morgan Stanley (09/16/24)
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  • Wealth Planner, Financial Planning Lead

    HSBC (New York, NY)
    …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 ... clients from mass affluent through Ultra High Net Worth ( UHNW ) segments. A cornerstone piece of HSBC's model is...Wealth Planning & Advisory team, a centralized team of specialist resources with deep technical expertise in the areas… more
    HSBC (09/24/24)
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