• Citi Wealth at Work - Investment Counselor - D/MD

    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 (07/26/24)
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  • Citi Private Bank - UHNW Investment Counselor…

    Citigroup (Greenwich, CT)
    …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
    Citigroup (08/30/24)
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  • Executive Director, Private Bank Senior Lending…

    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
    Morgan Stanley (08/29/24)
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  • Legal Wealth Advisor III

    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
    Truist (07/12/24)
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  • VP - Securities Backed Lending (Credit Risk)

    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 (09/07/24)
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  • US Banks Operational Risk Associate Dedicated…

    Morgan Stanley (Purchase, 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
    Morgan Stanley (09/05/24)
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  • AVP US Banks Business Risk Shared Services…

    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
    Morgan Stanley (08/03/24)
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  • Product Owner - Global Investment Office

    Morgan Stanley (Purchase, NY)
    …of WSPT is seeking an individual to join as a Product Owner supporting our platform of ultra - high net worth and institutional investing tools. This is a ... team within Morgan Stanley's Global Investment Office (GIO) dedicated to Wealth Management's ultra - high net - worth and institutional clients. The team has… more
    Morgan Stanley (08/22/24)
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  • Wealth Portfolio Manager III

    Citizens (Tarrytown, NY)
    …client portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra - high - net - worth clients and institutional client accounts ... and understanding of investment solutions. + In depth experience in ultra - high - net - worth investment offerings, leveraging sophisticated investment… more
    Citizens (08/24/24)
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  • Wealth Relationship Manager SAFE Act

    Citigroup (Greenwich, CT)
    …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
    Citigroup (06/18/24)
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  • Senior Officer, Principal Giving (East)

    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
    International Rescue Committee (08/10/24)
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  • Senior Wealth Advisor - Safe ACT: Resident…

    Citigroup (Stamford, CT)
    …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 (08/23/24)
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  • Senior Wealth Advisor - Huntington Village

    Citigroup (Huntington, 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 (07/27/24)
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  • Wealth - LATAM Full Time Analyst, New York…

    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
    Citigroup (09/07/24)
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  • Wealth Management Solutions, Investment Product…

    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 (07/26/24)
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  • JP Morgan Advisors - Investment Associate

    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
    JPMorgan Chase (09/06/24)
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  • Citi Wealth at Work - Financial Planner - Dir

    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 (08/29/24)
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  • Asset & Wealth Management Global Private Bank…

    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
    JPMorgan Chase (08/17/24)
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  • Trust & Estate Specialist - MSPWM Team Global…

    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
    Morgan Stanley (07/13/24)
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  • Senior Wealth Advisor

    M&T Bank (Norwalk, CT)
    …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) \#WT \#Wealth M&T Bank is committed to fair, competitive, and market-informed pay for our… more
    M&T Bank (08/01/24)
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