- 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
- Bank of America (New York, NY)
- …client relationships and helps Merrill advisors acquire new assets with high - or ultra - high net worth clients and prospects who are interested in ... and understanding the impact on clients. + Engages Merrill market leaders to drive ultra - high net worth client engagement focused on addressing the… more
- Truist (New York, NY)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful track… more
- 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
- Bank of America (New York, NY)
- …of Family Office or Wealth Management related work experience and/or experience working with high net worth and ultra - high net worth clients ... . Proven track record of successful sales experience working with high net worth and ultra - high net worth clients . Deep understanding of… more
- Truist (New York, NY)
- …family meetings and next gen education to our HNW client families. The Center for Family Legacy works with Ultra High Net Worth and High Net ... the essential functions. 1. Bachelor's Degree required 2. 15 years of experience managing ultra - high net worth clients and their families with execution… more
- 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 ... 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
- JPMorgan Chase (New York, NY)
- …entire wealth spectrum. It includes the Private Bank and JP Morgan Securities, which serve high net worth and ultra - high net worth clients, ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- Citigroup (Paramus, NJ)
- …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
- KeyBank (New York, NY)
- …This role will be pivotal in driving the growth and success of our High Net Worth and Ultra - High Net Worth Clients. The ideal candidate ... managed will focus on identifying, scoping, proposing, capturing, and delivering high "mission value added" projects for the Family Wealth business. **Essential… more
- Citigroup (New York, NY)
- …leadership team. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra - high net worth clients ... Monitor strict adherence to governance and ensure risks are addressed, setting high standards of professionalism across all functions + Appropriately assess risk… more
- M&T Bank (New York, NY)
- …sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra - High Net Worth ... (UHNW) client relationships in Wealth Management. Delivers on the Client Service Value Proposition. Partners and communicates with key stakeholders within the Wealth Management operating model to ensure clients have access to all resources and solutions based… more
- 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 (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 (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
- KeyBank (New York, NY)
- …New York, New York 10019 The Family Office Director is a senior advisor that exclusively works with Ultra High Net Worth (UHNW) families with a net - ... in clients' annual family meetings * Retains and deepens client relationships with high level personal attention * Has a command of the Family Wealth value… more
- Citizens (Tarrytown, NY)
- …The department handles all personal bill paying and concierge Family Office services to high net worth and/or ultra - high net worth clients. ... The PFMA is responsible for handling confidential and time sensitive material that includes tasks such as monitoring client correspondence (emails and mail), downloading and preparing bills for payment, and record maintenance. Position requires excellent… more
- JPMorgan Chase (New York, NY)
- …Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra - high net worth clients. Join our dynamic and growing ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Bank of America (New York, NY)
- …centers of influence **Required Skills:** + 15+ years' experience in private banking ( ultra high - net - worth space), business development and relationship ... a holistic approach, leveraging the entire Private Bank platform + A high touch, client-focused individual with exceptional interpersonal skills + A leader who… more
- Citigroup (New York, NY)
- …nearly 50 years, this unique service has provided comprehensive art collecting guidance to ultra - high - net - worth clients across the world. Through a range ... specialists, ensuring excellence in client service + Build and maintain high -performing team through recruitment, development, and retention strategies + Manage… more