• UHNW Capital Markets

    Bank of America (New York, NY)
    UHNW Capital Markets Specialist New York, New York **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... Capital Markets products and solutions. The UHNW Capital Markets Specialist...equity research, equity portfolio management, wealth management or middle market institutional capital markets (preferably… more
    Bank of America (09/12/24)
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  • UHNW Private Banker SAFE Act

    Citigroup (Miami, FL)
    …+ Grow client net revenue annually in core product areas: investment management, capital markets , and banking & lending + Create sales and marketing ... adapt a disciplined sales process to convert a pipeline of prospects into target market clients. In addition, they are able to deliver quality Private Bank client… more
    Citigroup (09/17/24)
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  • Executive Financial Services - Rule 10b5-1 Ultra…

    Morgan Stanley (Purchase, NY)
    …Maintain EFS records on Rule 10b5-1 trading plans. * Prior experience in Capital Markets , Investment Banking/Origination, Wealth Management or other role in ... SUMMARY & RESPONSIBILITIES:* As an Ultra High New Worth ( UHNW ) Rule 10b5-1 Specialist under EFS this...point of contact to liaise between Trade Desk and Specialist Teams on market updates, trading strategy… more
    Morgan Stanley (09/16/24)
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