- HSBC (New York, NY)
- High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 18 ... and prospects who are high -potential future HNW/UHNW (Ultra High Net Worth ) clients + Experienced relationship manager in the banking sector + Proven… more
- JPMorgan Chase (New York, NY)
- …high net worth and ultra- high net worth client segments. + Proven relationship management and stakeholder engagement abilities. + Analytical ... 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… 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...partners, and drive business results while demonstrating strong collaboration, relationship , and project management skills. + Comfort operating in… more
- Citigroup (East Meadow, NY)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- TIAA (New York, NY)
- …Manager partners with Wealth Management Advisors in delivering client service and supporting high - net worth clients. Working under moderate supervision, this ... **Wealth Client Relationship Manager** Wealth Management Client Relationship ...job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their… more
- JPMorgan Chase (New York, NY)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will… more
- JPMorgan Chase (New York, NY)
- The Relationship Manager is an essential member of the...the primary point of contact for advisors and their high - net - worth clients. The ideal candidate ... Financial Advisor's team. A Relationship Manager works in close partnership with the Financial...Market and implement complex investment solutions in accordance with High - Net - Worth client's investment objectives. Attends… more
- Citigroup (Plainview, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (New York, NY)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- City National Bank (New York, NY)
- …products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support ... focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... Client and Citigold as part of their wider Citi relationship . The Global Head of Lending Products a team...business priorities. **Qualifications:** + 15+ years of experience in High Net Worth and Ultra… more
- JPMorgan Chase (New York, NY)
- …a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships . They provide centralized, high -touch ... market presence and high -touch service model for high - net - worth customers with our Private...Market Director to develop and manage a team of Relationship Managers in New York City. As the Market… more
- M&T Bank (New York, NY)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- M&T Bank (Hauppauge, NY)
- …11 years' higher education and/or work experience, including a minimum of 3 years' sales experience in the high net worth and ultra high net worth ... business owners, and/or families. **Primary Responsibilities:** + Leads the client relationship team and has overall responsibility for assuring the client has… more
- JPMorgan Chase (New York, NY)
- …management business by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra- high net ... includes skills development sessions in markets, sales, and client relationship management. You'll gain exposure to every facet of...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Wells Fargo (New York, NY)
- …for sustained banking growth. + Deep knowledge of banking products, treasury management, and relationship management for high - net - worth clients. + Strong ... Consumer Bank and the Wells Fargo Private Bank, our elevated experience for high - and ultra- high - net - worth individuals and families. WIM is also a… more
- JPMorgan Chase (New York, NY)
- …group, which provides credit solutions across a variety of needs to a range of high net worth individuals, their family offices, and their organizations. Job ... of market standards, competition and pricing; + Forge strong relationship with Credit Risk; and assist in credit policy...communicate and recommend advice-driven credit solutions to highly sophisticated ultra- high net worth clients and… more