• Sr . UHNW Sales

    Morgan Stanley (Houston, TX)
    …employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** * Sr . UHNW Sales Specialist * **Location:** ... Net Worth team serving this client segment ( UHNW ). The Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial… more
    Morgan Stanley (07/27/24)
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  • UHNW Capital Markets Specialist

    Bank of America (New York, NY)
    UHNW Capital Markets Specialist New York,...the power to make a difference. Join us! The Senior Capital Markets Specialist within the Investment ... and utilization of Capital Markets products and solutions. The UHNW Capital Markets Specialist will be part...firm (CIO, Bank of America Research, Global Markets Institutional Sales & Trading, GWIM Trading, etc..) and utilize investing… more
    Bank of America (09/12/24)
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  • Senior Product Specialist - Market…

    Bank of America (New York, NY)
    Senior Product Specialist - Market Linked Investments New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make ... positioning and executing transactions for both retail and Ultra-High-Net-Worth (" UHNW ") clients based across the Americas. Focus on over-the-counter and… more
    Bank of America (09/12/24)
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  • Custom Credit Banker 3 ( Senior Lead Wealth…

    Wells Fargo (Summit, NJ)
    …talent. It all begins with you. **About this role:** Wells Fargo is seeking a Senior Lead Wealth Custom Lending Specialist Working at Wells Fargo | Jobs and ... education **Desired Qualifications:** + A Master's degree or higher + Excellent sales and relationship management skills + Credit risk experience + Knowledge of… more
    Wells Fargo (09/17/24)
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  • Executive Financial Services - Rule 10b5-1 Ultra…

    Morgan Stanley (Purchase, NY)
    …and affiliates. *POSITION SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth ( UHNW ) Rule 10b5-1 Specialist under EFS this position will be responsible ... and Corporate Insiders. These transactions include Rule 10b5-1 Trading Plans, sales under Rule 144 or pursuant to prospectus registration, margining, hedging,… more
    Morgan Stanley (09/16/24)
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  • Market Linked Investments Origination…

    Bank of America (New York, NY)
    Market Linked Investments Origination Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... transactions that generate significant revenue. Works under direction of more senior associates. The Market-Linked Investments Structuring & Origination team ("the… more
    Bank of America (09/12/24)
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