UHNW Insurance Strategy Lead, Private Wealth
Goldman Sachs Group, Inc.
A leading global investment firm is seeking a Vice President to lead their insurance solutions practice in New York. This role focuses on developing innovative strategies for Ultra-High-Net-Worth clients, advising on life and property insurance, and driving business development. Candidates should have extensive experience in insurance and exceptional communication skills. The position offers competitive compensation and a comprehensive benefits package, ensuring a thriving work environment. #J-18808-Ljbffr Goldman Sachs Group, Inc.
- ...financial institution in New York seeks an experienced Vice President to lead their national insurance solutions practice. This role requires developing traditional and private placement life insurance strategies tailored for Ultra-High-Net-Worth clients. Candidates should have...Private
$115k - $270k
...Ultra-High-Net-Worth Insurance Solutions Leader... ...-High-Net-Worth (UHNW) clients. This strategic... ...traditional and private placement life... ...clients' overall wealth management and estate... ...customers, and leading-edge technology, data... ...customized strategies drawn from our deep...PrivateFull timeTemporary workPart timeWork at office$100k - $160k
A leading global financial firm in New York City is seeking a Private Wealth Advisor to deliver tailored wealth management strategies and build lasting client relationships. This role requires over four years of relevant experience and strong analytical and interpersonal...PrivateFull time$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...PrivateFull time- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and... ..., and advising clients on their investment strategies. The ideal candidate will have proven sales...Private
- Apollo Global Management is looking for a Wealth Strategy Associate to join their Strategy team.... ...drafting leadership and client communications. Lead ad hoc projects to support business... .... Experience with financial advisors or private wealth clients is a plus. Strong...PrivateWork at office
$250k
...Investment Counselor Team Lead manages a team of... ...of financial markets, wealth management practices,... ...products and services Citi Private Bank offers to clients... ...capital markets strategies (equity, fixed income,... ...accident, and disability insurance; and wellness programs...PrivateFull time- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over...Private
$125k - $250k
...advisory solutions, across leading hedge fund managers, private credit funds, private... ...managers, public equity strategies, fixed income strategies... ...world’s leading sovereign wealth funds, pension plans, governments... .... Healthcare & Medical Insurance We offer a wide range of...PrivateFull timeTemporary workWork at office- ...Citi Wealth - Lending Advisor - Vice President Working... ...the Citigold and Citi Private Client (CGCPC) segments... ...structures, terms, and strategies aligned with their... ...advising Affluent, HNW, and UHNW clients on lending... ...creatively in delivering market leading solutions. ~ Solid...Private
$100k - $160k
Goldman Sachs Bank AG seeks a Private Wealth Advisor in New York to develop personalized wealth management strategies for clients. The ideal candidate will have over four years in private wealth management, alongside necessary licenses. The role emphasizes exceptional client...Private- J.P. Morgan is seeking a Private Banker in New York. You will advise UHNW clients on managing their wealth across various jurisdictions while providing tailored financial solutions. The ideal candidate has over three years of Private Banking experience, holds a Bachelor...Private
- J.P. Morgan is looking for a Vice President, Private Wealth Planner in New York City. This role involves offering comprehensive financial planning to clients through detailed assessments and strategies to meet their financial goals. You will work collaboratively with an...Private
- Private Banker - Saudi Market Apply (opens in new window) Job Req... ...Citi’s holistic approach to wealth management. The Private Banker... ...services to Ultra High Net Worth (UHNW) clients within the Saudi... ...involved with various investment strategies. Knowledge/Experience: Proven...PrivateFull time
$100k - $145k
JPMorgan Chase is seeking a Private Banker in New York City. The role involves advising UHNW and HNW clients on wealth management, providing tailored financial solutions across various investment options. Ideal candidates will have a strong background in Private Banking...Private$120k - $150k
...Senior Accountant - (Hybrid) UHNW Family Office, Midtown - $120k-150k+B+Exceptional... ...accounting and reporting related to private equity, hedge fund, venture capital,... ..., charitable initiatives, and wealth preservation strategies. Client & Project Support Prepare...PrivateWork at officeImmediate startRemote work$100k - $160k
A leading global financial institution seeks a Private Wealth Management professional in New York, New York, to build and nurture client relationships and deliver tailored wealth management strategies. Ideal candidates will have over four years of relevant experience,...Private$85k - $95k
Blue Owl Capital Holdings LLC is seeking an Analyst for their Private Wealth Strategy team in New York City. The role involves conducting research, preparing reports, and supporting strategic initiatives and market expansion. Ideal candidates will have a Bachelor’s degree...Private- U.S. Bank is seeking a Chief Private Banking Officer to lead the Wealth Management’s Private Banking business. This executive role is responsible for strategy, growth, and performance, while serving affluent and ultra-high-net-worth clients. Key responsibilities include...Private
- JPMorganChase is seeking a Private Banker in New York, responsible for advising UHNW clients on wealth management across jurisdictions. This role requires over three years of experience in Private Banking, along with strong sales skills and the ability to manage complex...Private
- ...as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on high-net-worth clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions for families. Strong communication...Private
- JPMorgan Chase & Co. is looking for a Private Banker in their Global Families Group based in New York. You will be responsible for advising UHNW/HNW clients on wealth management, maximizing client relationships, and driving business results. The ideal candidate has over...Private
- ...Associate in New York for the US events team within Private Wealth Management. This role focuses on the strategy and execution of US-based events aimed at high-... ...skills. Competitive benefits include health insurance, retirement savings plans, and vacations. Willingness...Private
$200k - $300k
...technical approaches and strategies for the area.... ...and sources of wealth generation. Anticipate... ...to the Citi Private Bank. Effectively... ...having covered the UHNW market / Extensive... ...working with and/or leading client teams and... ...accident, and disability insurance; and wellness...PrivateFull time$185k - $200k
...Investment Group LLC is a leading, highly diversified... ...institutional clients and private investors worldwide... ...a range of investment strategies. About the Position We... ...growth of our private wealth distribution platform.... ...materials for advisors, UHNW clients, private banks,...PrivateLocal areaWorldwide- ...Goldman Sachs Asset & Wealth Management is an opportunity... ...of one of the world's leading asset managers with... ...wealth funds, insurance companies, endowments,... ...alternatives including private equity, growth equity,... ...solutions through direct strategies, customized partnerships...Private
$200k
Citi Private Bank - UHNW Investment Counselor Apply (opens in new window)... ...determine technical approaches and strategies for the area. Responsible... ...investments with wealth planning and private banking... ..., accident, and disability insurance; and wellness programs. Citi...PrivateFull timeLocal area$210k - $280k
...mark at Hines. Responsibilities The Senior Director, Private Wealth Solutions Marketing leads the strategy and execution of targeted, data-driven marketing... ...broker-dealers, family offices, consultants, and HNW/UHNW individuals—through highly personalized, insight-led...Private$85k - $95k
...Owl (NYSE: OWL) is a leading asset manager that is... ...invest across three multi-strategy platforms: Credit,... ...provide businesses with private capital solutions to drive... ...investors, and insurance companies differentiated... ...will support the Private Wealth Strategy team and play...PrivatePermanent employmentWork at officeMonday to Friday$115k - $270k
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office... ...clients and family offices by leading the rollout and... ...governance, evaluating outsourcing strategies, and providing expert counsel... ...Ultra‑High‑Net‑Worth (UHNW) clients and family offices...PrivateFull timeTemporary workPart timeWork at office
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