Wealth Management Branch Lead - HNW Client Services
UBS
UBS is seeking an Administrative Officer to provide managerial support for two Connecticut branches, Stamford and Greenwich. You will oversee daily operations, risk compliance, and human resources functions including onboarding and performance reviews within Wealth Management. You will lead High Net Worth client associates, coach staff, and ensure high‑touch service and complex account workflows are handled with precision and discretion, partnering with private wealth advisors and the Market #J-18808-Ljbffr UBS
- ...Administrative Officer to lead High Net Worth Client Associates and to... ...delivering premium service for clients with significant... ...assets. You will manage the high-touch... ...issues. You will oversee branch administration, facilities... .../Westport, part of Wealth Management Americas....High net worth
$88.4k - $132.6k
...$132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...counsel and/or facilitating services to others in area of... ...Business Partners, Relationship Manager, etc.)Organize client events...High net worthFull timeWork at office$88.4k - $132.6k
...$132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...counsel and/or facilitating services to others in area of... ...Business Partners, Relationship Manager, etc.)Organize client events...High net worthFull timeWork at office$88.4k - $132.6k
The Wealth Relationship Management (Branch) Senior Analyst SAFE Act role is a seasoned professional position... ...enhance processes, workflows, and client service within the affluent and High Net Worth... ...through converting referral leads. Manage client follow‑up and adhere...High net worthWork at office- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Senior Analyst SAFE Act in Yorktown Heights, New York. This role requires 5-8 years of experience and involves enhancing client relationships within the affluent and High Net Worth segments. Responsibilities...High net worth
- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with... ...Advisors in delivering client service and supporting high-net worth clients... ...supervision, this job operationally leads Wealth Management advisory teams...High net worthFull timeWork at office
- ...Practice is an integral part of the services we offer to clients. With over 160 years of... ...integrate sophisticated investment management, capital markets, trusts &... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and...High net worth
$100k - $150k
...delivering real value to our clients.Our mission is to provide exceptional service while fostering long-... ...an experienced Tax Manager to join our growing Private... ...income, estate, gift, and wealth transfer taxes.Serve as... ...relationships and leading engagementsStrong leadership...High net worthFull timePrivate practiceLocal area3 days per week$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth... ...Advisors in delivering client service and supporting high-net worth clients... ...Operates under moderate supervision, leading advisory teams to help high-net worth...High net worthWork experience placement$80k - $86k
...Position Overview Bernstein Private Wealth Management is a premier investment management firm advising... ...‑net‑worth and ultra‑high‑net‑worth clients. As an industry leader, we put people... ...Private Wealth Associates are client service professionals who exhibit drive, ambition...High net worthTemporary work- ...Private Client Advisor In Chase Wealth ManagementAt J.P. Morgan Chase, we have an... ...delivering extraordinary customer service while maintaining a strong... ...Advisor in Chase Wealth Management, you will offer... ...states.About UsChase is a leading financial services firm, helping...
$88.4k - $132.6k
A leading financial services firm is seeking a Wealth Relationship Management Sr. Analyst in Yorktown Heights, New York. This seasoned professional will deepen client relationships, offering tailored financial solutions while ensuring compliance with regulations. The ideal...High net worth- TIAA is seeking a Wealth Client Relationship Manager in White Plains, New York. This role focuses on partnering with Wealth Management Advisors to enhance client relationships and deliver financial solutions. A strong emphasis is placed on meeting the needs of high-net...High net worth
- Quontic Bank is seeking a Private Wealth Management Associate for their Greenwich, CT location. This role involves supporting clients and managing daily interactions within Wealth Management. The ideal candidate should possess a Bachelor’s Degree and have at least 5 years...High net worth
$60k - $80k
...Opening is for EXPERIENCED project managers/assistants. Our Company We are a wealth management fiduciary boutique... ...enhancing relationships with clients, prospective clients, attorneys... ...accountants, CEOs, families Service personality - friendly, caring,...High net worth- ## Wealth Management Advisor (Stamford, CT)Applyremote type: Hybrid Flexlocations... ...book of high-net-worth clients. You will:* Partner with... ...way.TIAA offers an industry-leading benefits package including a... ...Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence...High net worthFlexible hours
$105.38k - $215.38k
...ability to interact with clients on their personal tax matters... ...If so, this Tax Delivery Manager role in Global Employer Services (GES) Delivery may be a... ...portfolio of High Net Worth (HNW) individual compliance... ...and regulatory requirements.Lead and collaborate with delivery...High net worthWork at officeLocal area- ...ManagerThe Associate Market Manager plays a key role in the overall... ...and consistent level of client service, developing cohesive teams, and... ...interested in pursuing future Branch or other management positions... ...and ResponsibilitiesLeadership:Leads by example by maintaining a...High net worthLocal area
- ...We are a New York City, full-service, national investment banking... ...retail and institutional clients, with more than 18 locations... ...appropriately licensed include: Leading relationships with high-net-... ...high-touch comprehensive wealth management services; Constructing...High net worthTraineeshipWork at office
- ...enthusiasm for helping our clients, taking care of our... ...customer service while maintaining a strong... ...Client Advisor in Chase Wealth Management, you will offer comprehensive... ...Us Chase is a leading financial services... ...work out of 3,500 branches and 21 offices. We work...
$130k - $165k
...Job Description Most Tax Manager roles give you more... ...much broader role in your clients' financial lives. A leading public accounting and advisory... ...to add a Private Client Services Tax Manager to its... ...clients navigating significant wealth, closely held businesses,...High net worthPrivate practice- ...Chilton Trust (“CTC”) is a private wealth management firm launched in 2010 by Richard L. Chilton Jr.CTC offers full-service, bespoke private wealth management services, including... ...Palm Beach. Our mission is to provide our clients with a portfolio of services that capture...High net worthWork at office
$190k - $250k
...the Director level, Private Client Services should be about more than overseeing... ...of the practice. A leading public accounting and... ...estate, and multigenerational wealth — giving you the opportunity... ...senior technical resource for Managers, Seniors, and other members...High net worthPrivate practice- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience... ...and cash-flow, retirement, and life insurance planning.A Tax Manager, Private Client Services is responsible for utilizing their...High net worthPrivate practiceWork at office
- ...Global Trusts & Estates Practice is an integral part of the services we offer to clients. With over 160 years of experience in serving as a... ...financial solutions that integrate sophisticated investment management, capital markets, trusts & estates and banking capabilities...High net worth
- ...the business of helping clients with their financial... ...About Us The Executive Wealth Group is one of... ...growing private wealth management practices, serving high... ...through exceptional client service, strategic... ...building infrastructure, leading people, improving efficiency...High net worthFull timePart timePrivate practiceWork from homeHome office
- ...philanthropy after the successful GCDS FIRST campaign. The role focuses on building relationships with high-net-worth donors and managing a robust portfolio. Reporting to the Head of Advancement, the SMGO will cultivate new prospects, steward existing donors, and collaborate...High net worth
$90k - $125k
...entertainment business management experience, to join... ...reports in support of servicing clients, preparation of simple... ...with entertainment and HNW individuals is highly... ...Business Management is a leading full-service business... ...organization offering wealth management, family office...High net worthWork experience placementWork at officeLocal area$90k - $120k
...role Do you know how to manage people? Do you have a knack for implementing service standards? lead High Net Worth (HNW) Client Associates team leadership... ...gap between the private wealth advisors and the associates... ..., speed manage branch administration, including...High net worthFull timeWork at officeFlexible hours- Trove is a leading multi-family office, providing tailored solutions... ...operations, sophisticated wealth management, and family governance. Our... ...by innovation, personalized service, and an expert team. At... ...operational efficiency, and client service. If this sounds like...High net worthWork at office
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