Current jobs related to Private Wealth Relationship Manager - New York, New York - Bank of America
-
Wealth Strategist
4 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Senior Wealth Strategist
3 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeAt Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...
-
Wealth Strategist
4 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth StrategistAt Corient Private Wealth LLC, we're seeking a highly skilled and motivated Wealth Strategist to join our team. As a key member of our wealth management platform, you'll play a vital role in helping high-net-worth individuals and families achieve their financial goals.Responsibilities:Develop and implement...
-
Private Wealth Manager
4 weeks ago
New York, New York, United States Capital Group Full timeCapital Group Private Client ServicesWe are seeking a skilled Private Wealth Advisor to join our team of wealth management professionals. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...
-
Private Wealth Manager
4 weeks ago
New York, New York, United States Capital Group Full timeUnlock Your Potential as a Private Wealth Advisor at Capital GroupCapital Group is seeking a skilled and experienced Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key...
-
Private Wealth Management Advisor
4 weeks ago
New York, New York, United States U.S. Bank Full timeAbout the RoleAt U.S. Bank, we're committed to helping our customers and businesses make better and smarter financial decisions. As a Private Wealth Advisor, you'll play a key role in enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A...
-
Citi Wealth Relationship Manager
3 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Relationship ManagerCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net-worth segments through Citigold and Citigold Private Client, and...
-
Citi Global Wealth Relationship Manager
3 weeks ago
New York, New York, United States Citigroup Inc Full timeWealth Relationship Management RoleCitigroup Inc is seeking a skilled Wealth Relationship Management professional to join our team. As a Wealth Relationship Management professional, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice.Key...
-
Private Wealth Management Advisor
3 weeks ago
New York, New York, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify prospective clients and cultivate referral...
-
Private Wealth Advisor
3 weeks ago
New York, New York, United States The Capital Group Companies , Inc. Full timePrivate Wealth Advisor Job DescriptionWe are seeking a skilled Private Wealth Advisor to join our team at The Capital Group Companies, Inc. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...
-
Citi Global Wealth Private Banker
3 weeks ago
New York, New York, United States Citigroup Inc Full timeAbout the RoleCiti Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions and advice.Key ResponsibilitiesIdentify and pursue new...
-
Private Wealth Attorney
4 weeks ago
New York, New York, United States C&M Legal Search, LLC Full timePrivate Wealth Attorney RoleThe Private Wealth Attorney position is part of an international wealth planning practice, focusing on advising high net worth individuals, family businesses, and family offices.Key ResponsibilitiesAddress complex taxation issuesProvide guidance on fiduciary structures, governance, and succession mattersDraft wills and...
-
Wealth Management Professional
4 weeks ago
New York, New York, United States Chilton Trust Full timeJob SummaryChilton Trust is seeking a highly skilled and experienced Wealth Management Professional to join our team. As a key member of our private wealth management firm, you will be responsible for delivering exceptional client service and providing tailored investment solutions to our ultra-high net worth clients.Key ResponsibilitiesDevelop and implement...
-
Citi Global Wealth Private Banker
3 weeks ago
New York, New York, United States Citigroup Inc Full timeCiti Global Wealth Private BankerCiti Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client, and captures...
-
Private Banker
3 weeks ago
New York, New York, United States IDB Full timeJob SummaryWe are seeking a highly skilled Private Banker to join our team at IDB Bank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business opportunities with high net worth...
-
Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeAbout the RoleCitizens Financial Group, Inc. is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining strong relationships with our affluent and high-net-worth clients.Key ResponsibilitiesAcquire and retain new clients through proactive...
-
Wealth Management Specialist
3 weeks ago
New York, New York, United States Chilton Trust Full timeSenior Wealth Advisor RoleChilton Trust is a private wealth management firm dedicated to delivering exceptional services to our clients. As a Senior Wealth Advisor, you will play a crucial role in helping our Ultra High Net Worth clients achieve their financial goals.Key Responsibilities:Deliver tailored advice and solutions to clients to preserve and grow...
-
Private Client Relationship Manager
4 weeks ago
New York, New York, United States Citizens Financial Group, Inc. Full timeJob SummaryCitizens Financial Group, Inc. is seeking a highly skilled Private Client Relationship Manager to join our team. As a key member of our Private Client Group, you will be responsible for building and maintaining relationships with our affluent and high-net-worth clients, providing tailored financial solutions to help them achieve their financial...
-
Wealth Management Senior Relationship Manager
4 weeks ago
New York, New York, United States Fidelity Investments Full timeJob Summary:Fidelity Investments is seeking a skilled Wealth Management Senior Relationship Manager to provide exceptional client service and relationship management expertise. As a key member of the Wealth Management team, you will be responsible for managing a book of clients and delivering a white-glove service and relationship experience through...
-
Associate General Counsel – Private Wealth
4 weeks ago
New York, New York, United States The Artemis Group Ltd. Full timeJob Title: Associate General Counsel – Private WealthAt The Artemis Group Ltd., we are seeking an experienced Associate General Counsel – Private Wealth to join our Legal Department. This role will play a critical part in shaping the legal and regulatory framework for our Private Wealth business.Key Responsibilities:Provide strategic advice on legal and...
Private Wealth Relationship Manager
2 months ago
At Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored investment solutions and exceptional service.
Key Responsibilities:- Develop and implement customized investment strategies for clients, taking into account their unique financial goals and risk tolerance.
- Provide ongoing portfolio management and monitoring, ensuring that clients' investments are aligned with their objectives and risk preferences.
- Collaborate with cross-functional teams to deliver comprehensive wealth management solutions, including investment management, estate planning, and tax planning.
- Build and maintain strong relationships with clients, understanding their needs and preferences, and providing exceptional service and support.
- Stay up-to-date on market trends and economic conditions, using this knowledge to inform investment decisions and provide valuable insights to clients.
- Series 7 and 66 licenses or Series 7, 63, and 65 licenses.
- SAFE ACT Registration.
- Form ADV-2B registration.
- At least one firm-approved designation.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and colleagues.
- Detail-oriented and organized, with the ability to manage multiple tasks and priorities.
- Thorough knowledge and understanding of wealth management products and services.
As a Private Wealth Relationship Manager at Bank of America, you will have the opportunity to work with a talented team of professionals, develop your skills and expertise, and make a meaningful impact on our clients' financial lives. We offer a competitive compensation package, comprehensive benefits, and opportunities for professional growth and development.
