- Morgan Stanley (Purchase, NY)
- …programs. **Job:** **Wealth Management* **Title:** *Executive Financial Services - Rule 10b5-1 Ultra High Net Worth Specialist * **Location:** *New ... SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth (UHNW) Rule 10b5-1 Specialist under EFS this position will be responsible for handling adoption… more
- Guardian Life (Albany, NY)
- …clients an expanded suite of products and solutions to help them achieve financial well-being. The High Net Worth Specialist is an integral part of Park ... this person will be responsible for growing sales of Park Avenue Securities High Net Worth solutions by supporting PAS advisors throughout the Western… more
- HSBC (Buffalo, NY)
- …covers the full span of the client continuum; therefore, specialists may also cover for High Net Worth client order entry and customer service support as ... and the planet we all share. The Wealth Services Specialist provides trade execution and account support services to...Support clients for Tax reporting needs + Support Premier/ High Net Worth brokerage trade… 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 the ... etc. * JD with at least 10 years' experience in trust and estate planning for high net worth individuals; other advanced degrees a plus * Strong coaching… more
- Bank of America (New York, NY)
- …teams + Executive Presence working with Sr. Leaders, Fortune 500 Companies and High Net Worth Clients + Exceptional client sales presentation ... Enterprise Relationship Specialist (Industry) New York, New York **Job Description:**...advice and recommendations to clientsand the larger Enterprise Relationship Specialist team. The Industry Enterprise Relationship Specialists are dedicated… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... estates, loans, mortgages and deposits. As a Fixed Income Specialist within the Market Strategy Group, you will work...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- City National Bank (New York, NY)
- …environment and help make a sales impact? City National Rochdale, a specialized high - net - worth investment manager, is looking for a persuasive communicator ... *BUSINESS DEVELOPMENT SPECIALIST * Are you a self-motivated financial professional looking to build your career in an entrepreneurial… more
- NYU Rory Meyers College of Nursing (New York, NY)
- …and external constituents to research and create briefings for UDAR events and high - net worth donors and prospects. UDAR encourages work-life integration ... and manage various tasks Must be comfortable working with high -level executive leadershipPreferred Skills, Knowledge and Abilities:Ability to analyze and… more
- Truist (New York, NY)
- …States of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra- high net ... a broad range of wealth products and services to high net worth individuals. **ESSENTIAL...and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners… more
- Citigroup (New York, NY)
- …Their focus is to ensure that effective client service is provided to our ultra high net worth clientele. They utilize the client relationships they build ... expectations. + Actively supports a Private Banker in delivering consistently high -quality banking, credit, trust, fiduciary, capital markets and investment services… more
- TD Bank (New York, NY)
- …fully integrated wealth management business that provides products and services (designed for High - Net - Worth , Institutional and Mass Affluent clients of TD ... regulations. Develop and implement policies and procedures. The position requires a high level of compliance knowledge with applicable laws and regulations, an… more
- JPMorgan Chase (New York, NY)
- …a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market ... team is primarily based in New York, with regional Specialist teams in London and Hong Kong. **Job Responsibilities**...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (New York, NY)
- …4 years of experience must include: Documenting and approving credit facilities for Ultra High Net Worth Individuals. Up to 10% international and domestic ... 7 years of progressive, post-baccalaureate experience as an Investment Finance Specialist Lead, Credit Analyst, or related position involving conducting financial… more