UHNW Credit Advisor — Wealth & Investment Management
Bank of America ATM
Bank of America in New York is seeking a Credit Advisor to develop new custom credit relationships with ultra-high-net-worth clients and drive funded loan balance growth. You will lead credit delivery with cross-functional partners, structuring highly customized solutions while educating Advisors on risk appetite. The role requires 10+ years of credit experience, strong communication, and the ability to manage a portfolio with oversight from underwriting, risk, and portfolio management. #J-18808-Ljbffr Bank of America
$126k - $250k
...us!Job Description:The Credit Advisor (CA) is a client-... ...relationships with strategic wealth clients, driving... ...and profitable manner, managing a portfolio of existing... ...defined Global Wealth and Investment Management risk... ...skills (commercial / UHNW)• Organized and can handle...SuggestedFull timeWork at officeFlexible hoursDay shift- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area.... ...sourcing capabilities, and a proven track record in wealth management with a significant AUM. Series 7 and...Suggested
$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...financial planning, investment management, business management, tax, estate... ...criteria methodology here.Regis UHNW Team: Our Regis Group was... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k
Citi Private Bank - UHNW Private Banker - Director... ...to develop tailored wealth management strategies. Private Bankers... ...core product areas: investment management, capital... ...advocate and trusted advisor (primary contact) for... ...investments, banking and credit products Strong knowledge...SuggestedFull time- ...clients. We are a leader in investment banking, financial... ...transaction processing, asset management and private equity.About Wealth Management: With more... ...investments, liquidity and credit management, and tax and estate... ...provides individuals, advisors and institutions with...Suggested
$115k - $270k
...tailored for Ultra-High-Net-Worth (UHNW) clients. This strategic... ...with our clients' overall wealth management and estate planning... ...their financial goals. Our advisor-led wealth management businesses... ...provide financial planning, investment management, banking, and comprehensive...Full timeTemporary workPart timeWork at office- Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering... ...business through proactive client service and relationship management. The role emphasizes investment acumen, team collaboration, and a commitment to...
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...financial planning, investment management, business management, tax, estate... ...here. Regis UHNW Team: Our Regis Group was... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$200k
...description:Responsible for providing client relationship management and investment banking services including strategic advisory services to corporate... ...product suite as well as floating rate and F/X, private wealth, insurance and other services. Senior investment banking...Full timePart timeBank staffShift workDay shift$98k - $162.5k
...This job is responsible for credit underwriting new and existing... ...include independently managing transactions or portfolios of... ...credit requirements. The Global Wealth Investment Management-Sr Credit Underwriter... ...with the Private Client Advisor (PCA) in their goal of developing...Full timeBank staffWork at officeDay shift- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience.Farther’s... ...to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther... ...with the investment team on alternative investment...Work at office
$170k - $300k
...WealthCompany: CitiCiti Wealth is a leading... ...Bankers, Financial Advisors and Lending Advisors... ...complete financial management strategies that today... ...attorneys. From investment strategy, to banking... ...years’ experience in UHNW lending origination and credit analysis in a...Full timeFor contractorsLocal area- ...partnering with an asset management firm that is seeking... ...family office/private wealth channel. This is a... ...senior IR professionals, investment teams, and external investors... ...of family offices, UHNW investors, and private... ...equity, private credit, hedge funds, real estate...Work at office
- ...As a Quantitative Portfolio Manager (Executive Director) within Wealth Management’s Chief Investment Office (CIO) – Equities team, you will be a senior leader in a growing... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...Work at office
- ...across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...bank, with more than 1,800 client advisors in 120 offices in 11 countries.Role SummaryAs...Bank staff
$125k - $250k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients... ...participate in exciting investment opportunities while... ...foundations, financial advisors and individuals.Fixed... ...rates, currency, and credit on behalf of our...Full timeTemporary workPart time- ...across six business segments including Investment Banking, Commercial Banking, Treasury & Securities Services, Asset & Wealth Management, Retail Financial Services and Card Services... ...Asset Management provides individuals, advisors and institutions with strategies and...
$125k - $290k
Goldman Sachs Asset Management (GSAM) is one of the world’s leading investment managers. With more than $2 trillion in assets... ...institutions, financial advisors and individuals.OUR IMPACTMulti... ...group that sits within Asset & Wealth Management (AWM) at Goldman Sachs...Full timeTemporary workPart time$250k - $300k
Athene seeks a seasoned professional to represent Apollo’s real-estate solutions for their Global Wealth Management Solutions platform, focusing on strategic AUM growth. The role involves engaging with sales teams, analyzing market dynamics, and innovating for business...- J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-... ...counsel, counsel for remaindermen, and financial advisors for remaindermen. Work with remaindermen...
$116.2k - $212.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and Construction... ...industry gained through direct involvement with managed investment vehiclesBroad exposure to federal income taxation and exposure...Summer holidayLocal areaFlexible hours- ...This job is responsible for credit underwriting new and existing... ...responsibilities include independently managing transactions or portfolios of... ...with the Private Client Advisor (PCA) in developing new... ...relationships with strategic wealth clients, driving funded loan...Bank staff
$100k - $170k
Goldman Sachs Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across... ...to participate in exciting investment opportunities while... ...endowments, foundations, financial advisors, and individuals. Petershill...Full timeTemporary workPart time$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior... ...client connections, and learning how to manage and inspire others. Navigating... ...you lead the way as technology-enabled tax advisors who provide benefits through digitization...Full timeH1b$85k - $160k
...ability to think outside the box? Wealth Management Financial Risk Management... ...access to innovative investment ideas and opportunities. PWM... ...financial markets (e.g. equities, credit, FX etc) and advising on... ...Specialists and Private Wealth Advisors to review and advise on...Full timeTemporary workPart time$100k - $170k
...OverviewGoldman Sachs Asset Management's Quantitative Equity Solutions... ...QES team delivers bespoke investment solutions to High Net Worth,... ...investing, income, management of wealth concentration and values... ...with sales personnel, financial advisors and clients with the goal of...Full timeTemporary workPart time- ...partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market.... ...inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions. The role requires strong...
$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe... ...expect to participate in exciting investment opportunities while... ...endowments, foundations, financial advisors and individuals.Member of...Full timeTemporary workPart time$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description & SummaryAt PwC, our... ...responsible for coaching, leveraging team member’s unique strengths, and managing performance to deliver on client expectations. With your...Full timeH1b$125k - $175k
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new... ...Relationship Managers have access to a full range of wealth building, managing and preserving services...Temporary workWork experience placement
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