Wealth Client Specialist for UHNW Relationships
JPMorganChase
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 abilities. Responsibilities include collaborating with bankers, engaging with existing clients, and delivering tailored wealth solutions. Competitive total rewards package offered including salary, commission, and comprehensive benefits such as healthcare coverage and retirement plans. #J-18808-Ljbffr JPMorganChase
$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...SuggestedWork at office$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...SuggestedWork experience placement- The Client Specialist is a sophisticated wealth expert who focuses on creating new wealth relationships and deepening existing relationships by holistically addressing the wealth needs of high net worth and ultra-high net worth clients. This individual has extensive experience...Suggested
- ...Oakwell Private Wealth Management is seeking a Fully Remote Client Service Onboarding Specialist to enhance client relationships through exceptional service. Ideal candidates will possess over 5 years of wealth management experience and demonstrate strong technological...SuggestedRemote work
- A leading financial services company is seeking a Wealth Management Associate in New York, NY. This entry-level position involves building client relationships, educating clients on financial products, and managing financial plans. Candidates should have a 4-year degree...Suggested
$34.5k
A leading financial services company is seeking a Wealth Management Associate in New York, NY. The role focuses on building client relationships, developing personalized financial strategies, and presenting tailored financial products. Candidates should have a Bachelor...$375k
Asset & Wealth Management, Client Coverage Group (CCG), Client Relationship Manager , Vice President - New York Are you a dynamic, quick-thinking self-starter with a passion for the financial markets, exceptional interpersonal skills and interest in client services? We...Full timeTemporary workPart timeWork experience placement$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Work experience placement- ...professional with strong investment acumen and a passion for client engagement to support our OCIO pension relationships within our Multi-Asset Solutions business. The... ...to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies,...
- 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 personalized...
- A global financial services firm is looking for a Private Client Advisor in New York. The role involves offering comprehensive financial... ...client base. Key responsibilities include building client relationships, providing personalized investment solutions, and educating...
- Citizens is seeking a Wealth Manager Client Service Associate (CSA) in New York, NY. The CSA will provide essential support to Wealth Managers... ...new and existing clients. This includes building strong relationships with high net worth clients and ensuring effective...
- ...financial services firm in Thornwood, NY is seeking a Private Client Advisor to deliver personalized investment solutions to clients... ...hold a Series 7 and Series 66 license. This role emphasizes relationship management and supporting a diverse client base with varying financial...
- 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...
- ...leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and advice... ...-net-worth individuals. Your role involves building client relationships through personalized investment solutions and educating clients...
- A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role involves building and maintaining client relationships, while offering tailored investment solutions. Candidates must have...
- Goldman Sachs is seeking Wealth Management Professionals in New York, NY to enhance client relationships through exceptional service and operational support. Candidates should have a Bachelor's degree and 1-3 years of experience in the financial industry, strong communication...
- A leading financial services firm in New York is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role involves building relationships with clients and offering tailored advice to meet their diverse financial needs...
- A leading financial institution is seeking a Private Client Advisor in New York, NY to provide exceptional investment solutions and... ...comprehensive financial planning. In this full-time role, you will build relationships with clients while supporting their financial needs. The ideal...Full time
- ...financial services firm in New York seeks a Family Wealth Services Associate to support ultra-high-net-worth clients. The role includes responsibilities like... ...highlighting the importance of client engagement and relationship management. #J-18808-Ljbffr JPMorgan Chase
- ...A financial services organization seeks a Client Relationship Specialist to work fully remote with flexible scheduling. In this entry-level sales role, you will connect with individuals and families regarding life insurance options, helping them make informed decisions...Remote workFlexible hours
- ...Hirehawk is seeking a client-facing specialist for a remote position in a boutique wealth management firm. The role involves handling client inquiries, managing account administration, and ensuring compliance while supporting financial advisors. Candidates should have...Remote work
- A leading financial services firm is seeking a Private Client Advisor in Bronx, NY. This role involves delivering personalized investment solutions, building strong client relationships, and providing financial planning to diverse clients. The ideal candidate has 2+ years...
- A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience...
$55k - $180k
...What We’re Looking For We’re looking for someone who enjoys working with people and values building trust‑based relationships. As a Client Relationship Specialist, you’ll guide individuals and families through important financial protection decisions while developing a...Full timeRemote workFlexible hours- ...seeking a Financial Advisor Associate in New York City to help clients manage their wealth and financial needs. The role requires analyzing clients'... ...skills and be able to build long-lasting client relationships while ensuring compliance with regulatory requirements. A...
- Trove FS, LLC in New York is seeking a Relationship Manager to enhance client relationships and manage financial operations for ultra-high-net-worth families. The ideal candidate will possess exceptional communication skills, a solid background in financial planning, and...
$158.01k - $276.46k
...Wealth Strategist/Client Development Sales Executive Northern Trust, a Fortune... ...for cultivating new relationships with individuals, families... ...support of our local team of specialists and national resources,... ...with ultra high net worth(UHNW) individuals, families and...Local area$104.7k - $174.5k
Overview Wilmington Trust is seeking a Wealth Management Senior Associate to join its... ...Worth (HNW) and Ultra-High Net Worth (UHNW) clients. The candidate will provide advanced legal... ...internal partners to enhance client relationships Support sales initiatives, special projects...Work at office$110k - $120k
...Client Relationship Manager, Advisor Channel New York, NY (Hybrid: 3-4 days/week in office) Industry Focus: Wealth Management | RIA | Fintech Travel: ~2-3x per month (Please apply via Ethic's website here . Response time will be faster.) The Role...Work at office3 days per week
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