- HSBC (New York, NY)
- High Net Worth Relationship...client contact and problem solving + Excellent understanding of financial markets and products + Ability to provide strong ... and grow profitable long-term relationships principally focused on HNW ( High Net Worth ) individuals. The... financial and statistical analysis + Attention to detail and… more
- Neuberger Berman (New York, NY)
- …for constructing and delivering estate planning advice and wealth planning analyses to high - net - worth clients of the firm. Working in conjunction with ... Berman Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized planning group… more
- AIG (New York, NY)
- …+ You will be part of the Business Partner team to the High Net Worth underwriting team with financial planning activities, quarterly closings, business ... The High Net Worth business...The High Net Worth business is a key...Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to make a bigger business impact… more
- JPMorgan Chase (New York, NY)
- …Vice President to serve as the strategic liaison for the extension and integration of CCB high net worth credit card products - including the JP Morgan ... division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto...subject matter expert for Consumer & Community Banking (CCB) high net worth (HNW) &… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... We are seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... and other forums, crafting a comprehensive story of the High Net Worth Card Product...**Required qualifications, capabilities, and skills** + 10+ years of financial services product management, product strategy, or consulting experience,… more
- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist...are guided by a common purpose to help make financial lives better through the power of every connection. We ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Ultra- High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:** At Bank… more
- Citigroup (New York, NY)
- …deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and ... profiling skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- BlackRock (New York, NY)
- …opportunities to engage directly with clients, including institutional investors, high net worth individuals, and financial advisors. **Job Description** ... demand for the firm's Municipal products, and ensuring the team provides high -quality, investment-focused client service. As the candidate progresses in this role,… more
- JPMorgan Chase (New York, NY)
- …regarding the Program. Join a team delivering premiere service to high net worth clients through holistic financial advisement. We are actively ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Citigroup (Hewlett, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Citigroup (Garden City, NY)
- …to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning and excellent discovery and profiling ... skills. + Anticipate the complex financial needs of the client and offer solutions through... solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- JPMorgan Chase (New York, NY)
- …and email templates, for both existing and prospective clients who are affluent and/or high net worth . + Identify emerging trends and timely content ... create distinct and compelling content for our affluent and high - net - worth audiences. This is an...a subject matter expert in finance, is passionate about financial literacy and has extensive writing and/or journalism experience… more
- Wells Fargo (New York, NY)
- …address clients' unique needs and aspirations. Provides support to **WIM** in providing services to affluent, high net worth and ultra- high net ... is one of the United States' leading providers of financial and investment services. We offer a full range...access to Wells Fargo Bank products and services to high - net - worth and ultra- high -… more
- City National Bank (New York, NY)
- …in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka ... THE OPPORTUNITY? Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Royal...of Canada (RBC) Rochdale and to communicate and meet high net worth investors who… more
- JPMorgan Chase (New York, NY)
- …new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra- high net ... market and sell wealth management products and services to high net worth and ultra-...A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations,… more
- JPMorgan Chase (New York, NY)
- …and prospects on tax-efficient wealth structuring techniques and strategies used across the high net worth wealth spectrum. **Job Responsibilities** + Engage ... issues and changes that affect the structures and strategies high net worth clients often...work experience in an analytically demanding role in the financial services industry, preferably in asset or wealth management,… more
- Bank of America (Massapequa Park, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Massapequa Park...+ Causation Analysis + Written Communications **Minimum Education Requirement: High School Diploma / GED / Secondary School or… more
- Bank of America (Brooklyn, NY)
- … center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships ... Financial Solutions Advisor Registration Candidate - Greenpoint ...* Causation Analysis * Written Communications **Minimum Education Requirement:** High School Diploma / GED / Secondary School or… more
- Bank of America (Brooklyn, NY)
- …the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the ... Advisor Development Program - Financial Solutions Advisor Trainee: Fulton Street Financial Center Brooklyn, New York **To proceed with your application, you must… more
