UHNW Family Wealth Services Associate - Strategy
J.P. Morgan
A leading financial services firm in New York is seeking a Family Wealth Services Associate to support its Ultra High Net Worth Strategy team. This role involves assisting with tailored solutions for ultra-high-net-worth families by collaborating with senior leaders and financial advisors. The ideal candidate has a bachelor's degree, at least 2 years of relevant experience, and strong multi-tasking and communication skills. Proficiency in Microsoft Office is required. This position offers a vital role in enhancing client engagement and driving business development initiatives. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the UHNW Family Wealth Services Associate - Strategy in New York, NY vacancy
- A global financial services firm in New York seeks a Family Wealth Services Associate to support ultra-high-net-worth clients. The role includes responsibilities like business development and partnership with cross-functional teams. Candidates should have a Bachelor's...Suggested
$64.6k - $85k
Overview Family Wealth Services provides ultra-high-net-worth families with tailored solutions to... ...Outsourced Family Office offerings. Associates help deliver these services by supporting... ...to join our Ultra High Net Worth Strategy team at J.P. Morgan Wealth Management...SuggestedWork experience placementWork at office$95k - $160k
...Goldman Sachs, Inc. is looking for an Associate in Sales located in New York, New York. The role involves creating wealth management plans for high-net-worth individuals and advising clients on investment strategies. Candidates must have a Bachelor’s degree and two years...SuggestedGoldman Sachs
New York, NY23 hours ago$80k - $95k
...Sales Service Associate Blue Owl is a leading asset manager that is redefining alternatives.... ...31, 2026, we invest across three multi-strategy platforms: Credit, Real Assets and GP Strategic... ...is an essential part of our Private Wealth team and tasked with preserving the...SuggestedPermanent employment- Client Service Officer Apply (opens in new window) Job... ...queries Management of UHNW client relationships, engaging... ...gaps, highlight associated risks and implement solutions... ...(Private Banking/Wealth management experience preferred... ...------------------ Job Family Group: Private Client...SuggestedFull timeWork at office
$68k - $120k
...Morgan Stanley is seeking Wealth Management Associates to provide exceptional service to clients and support Financial Advisors. Key responsibilities include... ...cultivating client relationships, assisting in marketing strategies, and ensuring timely service functions. The role...Morgan Stanley
New York, NY23 hours ago$200k - $250k
...asset management firm in New York seeks a Director of Family Office Services to oversee comprehensive wealth management for ultra-high-net-worth families. The... ..., and developing tailored investment and financial strategies. Candidates must possess a Bachelor's degree along...Work at office- A leading global financial services firm in New York seeks a Client Specialist to enhance client wealth relationships and introduce wealth services. The ideal candidate has over 7 years in wealth management, holds Series 7 and 63 licenses, and demonstrates strong sales...
$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted... ...primarily to high-net-worth individuals and families, including financial planning, investment strategy and implementation. We are seeking a proactive...Permanent employmentWork at officeLocal area$200k - $250k
...Preferred Reporting To: Head of Family Office Company Description:... ...and family office services to ultra-high-net-worth families... ...range of tailored investment strategies and wealth management solutions, specializing... ...reputation within the UHNW space. Job Requirements Bachelor...Full timeWork at officeSilvercrest Asset Management Group
New York, NY4 days ago- ...Mercer-Advisors is seeking a Relationship Manager to join the Wealth Management Team in New York. This role involves delivering exceptional service to ultra-high-net-worth clients while identifying growth opportunities and optimizing productivity across services. Responsibilities...
Mercer Advisors
New York, NY3 days ago $75k - $95k
...Sales Associate / Client Service Associate Wealth Management The Sales Associate / Client Service Associate will provide high-touch client service, sales support, operational coordination, and select trading support to a Wealth Management team serving executives, founders...Full timeWork at office- ...York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth clients. This role includes delivering... ...productivity, and fostering client retention and growth strategies. The ideal candidate has a Bachelor's degree in a relevant field...
Mercer Advisors
New York, NY3 days ago $90k - $110k
...Senior Administrative Associate Who You'll Work With: Bernstein... ...Administrative Associates are client service professionals and trusted... ...with Senior Executives, Wealth Advisors, and cross-functional... ...we collaborate on investment strategies across regions and sectors to...Temporary workWork at officeWorldwideFlexible hoursAllianceBernstein
New York, NY3 days ago- Job Summary The Wealth Sales Support & Service Specialist will provide administrative support to one or more Financial Consultants (FC) and reports... ...Financial Consultant(s) in executing the “Work the Book” strategy, preparing for client appointments, and scheduling...Work at office
$70k - $80k
...Assistants are client service professionals who exhibit... ...growth of our Private Wealth Management Platform.... ..., coordinators, associates, management, and internal... ...responsibilities including attending strategy calls, attendee... ...support your and your family's health and wellness...Temporary workWork at officeFlexible hours$100k - $150k
...A financial services company is seeking a Client Advisor to service ultra-high net worth clients by developing and maintaining relationships. The role involves regular communication with clients, overseeing account administration, assisting in investment management, and...Work at officeBessemer Trust
New York, NY4 days ago$158.01k - $276.46k
...Wealth Strategist/Client Development Sales Executive... ...provide innovative financial services and guidance to the... ...individuals, families, and institutions by remaining... ...development, solutions sales strategy, and execution of our... ...ultra high net worth(UHNW) individuals, families...Local area$140k - $180k
...Personal Assistant to UHNW Family Office - $140K-$180K + Bonus! Our client is seeking a highly organized and efficient Personal Assistant... .../family; arrange all legs of travel (e.g., flights, car service) and coordinate with family members to ensure everyone is informed...Work at officeWork from homeHome officeCitiStaffing
New York, NY2 days ago$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the... ...model Support the team's marketing strategy by maintaining marketing materials, including... ...to support our employees and their families at every point along their work-life...Temporary workWork at officeLocal area- A leading financial services institution is seeking a Private Client Advisor to offer comprehensive financial planning and investment solutions in New York. The role demands expertise in relationship management and client acquisition, along with the ability to deliver...
$74.39k - $103.81k
Citi is looking for a Registered Client Service Associate in Bethesda, Maryland. This role integrates specialty knowledge in delivering wealth management services to clients while upholding compliance standards, risk assessment, and communication responsibilities. The...- A leading financial services firm seeks a Private Client Advisor in New York to offer comprehensive financial planning and advice to clients. The role emphasizes building relationships, client education, and delivering personalized investment solutions based on diverse...
- A leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and advice. You will support a wide range of clients, from those starting to save to high-net-worth individuals. Your role involves building client...
- ...powerhouse operating at the very top end of the wealth spectrum. This is not transactional sales... ...Ultra High Net Worth individuals and families who expect excellence, discretion, and... ...governments, advisors, private banks and UHNW families This organisation doesn’t compete...Temporary workWorldwide
$70k - $110k
..., Manhattan. This fully onsite position requires strong client service skills and a proactive approach to client engagement and account... .... The ideal candidate will have experience supporting wealth management teams, be proficient in Microsoft Office, and have knowledge...Work at office- ...Specialist is a sophisticated wealth expert who focuses on... ...appropriate JPMorgan Chase wealth services to best meet the objectives of... ...Keep abreast of trends and strategies in wealth management Required... ...insurance, alternative investments, family wealth, tax considerations,...
- A leading financial services firm is seeking a Client Specialist in New York. The role focuses on developing new wealth relationships and enhancing existing ones by providing tailored wealth management advice. Candidates should have over 7 years of experience in wealth...
$100k - $115k
...seeking someone to join our Financial Advisor Compensation Services Team as an Associate in Wealth Management Finance to serve as a central point of... ...a Associate position within our Sales Compensation Job Family which is responsible for calculation commissions and compensation...Temporary workHome officeMorgan Stanley
New York, NY1 day ago- ...Specialist is a sophisticated wealth expert who focuses on... ...appropriate JPMorgan Chase wealth services to best meet the objectives of... ...Keep abreast of trends and strategies in wealth management Required... ...insurance, alternative investments, family wealth, tax considerations,...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Family Wealth Services Associate - Strategy. Be the first to apply!
Related searches
- experienced service advisor New York, NY
- environmental service aide New York, NY
- service delivery associate New York, NY
- honda service advisor New York, NY
- client services associate New York, NY
- human services specialist New York, NY
- family services specialist New York, NY
- part time service advisor New York, NY
- support services associate New York, NY
- patient service associate New York, NY