Private Wealth Specialist
Green Key Resources
Job DetailExperience Level Sr LevelDegree Type Bachelor of Arts (BA)Employment Full TimeWorking Type HybridJob Reference 0000017271Salary Type AnnuallyIndustry Law Firms & Legal ServicesSelling Points Drive impactful wealth strategies for high-net-worth clients in a hybrid role. Collaborate with industry experts to deliver innovative financial solutions. Elevate your career in a dynamic, client-focused environment.Job DescriptionOverviewLead strategic wealth management initiatives for high-net-worth clients, delivering tailored financial solutions to meet complex needs.Collaborate with senior leadership to develop innovative strategies for asset growth, preservation, and legacy planning.Provide expert guidance on estate planning, tax optimization, and investment strategies, ensuring compliance with regulations.Build and maintain strong client relationships, understanding unique financial goals and aspirations.Stay ahead of market trends to offer informed and impactful advice to clients.Contribute to the organization’s reputation for excellence in wealth management services.Participate in strategic meetings to share insights and collaborate on client-focused solutions.Support business development efforts by identifying growth opportunities and potential clients.Key Responsibilities & DutiesDesign and implement comprehensive wealth management plans tailored to individual client needs.Analyze complex financial data to provide actionable recommendations for asset allocation and growth.Coordinate with legal and tax professionals to ensure integrated and holistic client solutions.Monitor portfolio performance and proactively adjust strategies to align with client objectives.Conduct regular client meetings to review financial plans, address concerns, and refine strategies.Prepare detailed reports and presentations to communicate financial insights and recommendations effectively.Maintain meticulous records of client interactions, transactions, and portfolio changes.Support business development efforts by identifying potential clients and opportunities for expansion.Job RequirementsBachelor’s degree in finance, economics, or a related field is required.Minimum of 15 years of experience in private wealth management or similar roles.Demonstrated expertise in estate planning, tax strategies, and investment management.In-depth understanding of financial regulations and compliance standards.Exceptional interpersonal and communication skills for effective client engagement.Ability to thrive in a hybrid work environment, balancing remote and on-site responsibilities.Proficiency in financial analysis tools, software, and reporting systems.Commitment to maintaining confidentiality and adhering to ethical standards.
- ...four business segments including Asset & Wealth Management, Corporate and Investment... ...loans, mortgages and deposits.J.P. Morgan Private Bank advises the world’s wealthiest families... ...and collaborating with the Borrower Specialist team to ensure smooth application and loan...PrivateWork at office
- Wealth Management - Private Bank - PLP Borrower Specialist JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including...PrivateWork at office
- JPMorgan Chase & Co. Wealth Management - Private Bank is hiring a PLP Borrower Specialist to manage the Professional Loan Program for clients of our Private Bank. You will serve as the main client contact, guiding onboarding, KYC reviews, and collaboration with internal...Private
$145k - $185k
Overview Job Title: Private Wealth Capital Specialist Company: Initio Capital Employment types: Full-time, Part-time, Contract, Temporary, Internship, Casual Location: Hybrid | New York, NY, United States Position Details Location: New York, NY Employment Type: Full-Time...PrivateFull timeContract workTemporary workPart timeCasual workInternship- ...external partners. The Restricted Stock / 10b5-1 Specialist (VP/ED) is a subject‑matter expert responsible for advising Wealth Management teams and clients on U.S.... ...solutions). Prior experience partnering with private wealth advisors, private banking, or corporate...Private
- Global Private Bank - Solutions Training Program (US / LATAM / APAC / EMEA)What we do in... ...helps build, preserve and manage their wealth over time.Our Private Banking teamsWe're... ...objectives across all asset classes. We have specialists responsible for developing our market...PrivateFull time
$211.28k - $316.92k
...-07-13Location: New York, New York, United StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi...PrivateFull time- Neuberger is seeking a Client Service Operations Manager in New York to lead a hands‑on, player/coach team for Private Wealth Management, building scalable processes, partnering across Operations, Compliance, and Technology, and owning escalation and risk controls. This...Private
$98k - $162.5k
...credit underwriting new and existing clients in partnership with a private bank credit team. Key responsibilities include independently... ..., and coaching teammates on credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter is aligned with the...PrivateFull timeBank staffWork at officeDay shift$80k - $86k
Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra-high-net... ...culture means each client is supported by a team of specialists aligned with a shared sense of purpose. Bernstein is a business...PrivateTemporary workFlexible hours$116.25k - $159.64k
...truly care about you and your development.You'll enjoy this role if:You are looking for an opportunity to expand your career in Private Wealth tax and accounting, becoming an expert to the clients you serveYou can see yourself as a trusted business advisor, working face...PrivateWork at officeLocal areaBaker Tilly
New York, NY2 days ago$180k - $225k
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across... ...incentives.Key words: Sales Director, Business Development, Private Wealth Management, Wealth Director, Private Client Advisor,...PrivateFull timeWork at officeLocal area$200k - $300k
...Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing... ...knowledge of traditional and alternative investments with wealth planning and private banking services to optimize client service...PrivateFull timeLocal areaCiti
New York, NY2 days ago$150k - $190k
...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... ...closely with Relationship Managers, Investment and Wealth Specialists, Bankers, Business Development Team Members, and other internal...PrivateFull timeRemote work$190k - $220k
...fulfilling career.Job DescriptionJoin us as a Wealth PlannerBrown Brothers Harriman is... ...recruiting a Wealth Planner to join our Private Banking team in New York. In this role you... ...firm, known for premium service, specialist expertise, technology solutions and partnership...PrivateFull timePart timeLocal areaRemote workFlexible hours$85k - $160k
ABOUT ASSET & WEALTH MANAGEMENTGoldman Sachs’ Asset & Wealth Management Division (AWM) is one of the world’s leading investment managers... ...and advisory solutions, with strategies spanning public and private asset classes, industries, and geographies. AWM helps it’s clients...PrivateFull timeTemporary workPart time- ...and Asia Pacific.As a Net Lease Transaction Specialist in Asset Management, you will own the transaction... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides...Private
$110k - $130k
Who You'll Work With:Bernstein Private Wealth Management (“Bernstein”), also a subsidiary of AllianceBernstein L.P. (AB), provides advanced planning strategies and a wide array of investment management services to high-net-worth families, endowments and foundations, and...PrivateFull timeTemporary workWork experience placement$170k - $300k
...2026-07-23Location: New York, New York, United StatesSalary: $170,000.00 - $300,000.00Category: Private Client Product Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial solutions for affluent, high net worth and ultra-high net worth...PrivateFull timeFor contractorsLocal area$200k
...services including strategic advisory services to corporate and private equity clients related to buyside and sellside M&A, debt and... ...solutions product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking...PrivateFull timePart timeBank staffShift workDay shift$100k - $170k
A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while... ...and advisory solutions, across leading hedge fund managers, private credit funds, private equity funds, real estate managers, public...PrivateFull timeTemporary workPart time$175k - $200k
...investment strategies focused on real estate, private equity, credit, infrastructure, life... ...), and Instagram. Blackstone Private Wealth was established to answer the growing demand... ...managers and family offices.Product Specialists in Private Wealth play an integral role...PrivateFull timeLocal area$75k - $125k
POSITION SUMMARYWealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members of the service team, through regular interactions with clients,...PrivateTemporary workWork experience placementLocal area- ...across JPMC. As a Retirement Insights Associate within Asset & Wealth Management Marketing, you’ll develop and deliver thought leadership... ...Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals,...Private
$85k - $160k
...is hiring an Associate on the US events team to support its Private Wealth Management business. This role is on the highly collaborative... ...Cross-Functional Collaboration: Work closely with PWAs, content specialist teams, and compliance officers to ensure events align with...PrivateFull timeTemporary workPart time- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP) role is central to this, working collaboratively with an integrated client service team to provide clients with a...PrivateWork at office
$85k - $160k
...role, you will join a high-performing team dedicated to driving Wealth's future success and competitive advantage. You will be... ...guidance to the Senior WM Executives, Regional Management Teams, Private Wealth Advisors, and many other business enablers in daily business...PrivateFull timeTemporary workPart timeShift work$200k - $250k
...include investment vehicles focused on private equity, real estate, public debt and equity... ..., X, and Instagram.Blackstone Private Wealth was established to meet the growing demand... ...and family offices.Role OverviewProduct Specialists within Blackstone Private Wealth play a...PrivateFull timeLocal areaFlexible hours- ...Chase & Co. is an Equal Opportunity Employer, including Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies...Private
$120k - $140k
...build careers within this exciting and growing industry.About Ares Wealth Management SolutionsAres Management is one of the largest... ...opportunities, across the Ares platform of industry leading credit, private equity, real estate and infrastructure strategies. Through our...PrivateFull timeTemporary workWork experience placementFlexible hours
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