- Robert Half Finance & Accounting (Menlo Park, CA)
- …an independent investment advisory firm with offices in Seattle and Menlo Park. They serve ultra - high - net - worth families and have over $4.0 billion in ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2024 Robert Half. An Equal Opportunity Employer.… more
- M&T Bank (Los Angeles, CA)
- **Overview:** Serves as credit and lending expert to High Net Worth (HNW) and Ultra - High Net Worth (UHNW) clients and is primarily ... Management team to present Wilmington Trust (WT) credit solutions to high net worth and ultra - high net worth clients and advise on… more
- Citigroup (Beverly Hills, CA)
- …Bank delivers solutions to help meet the individual, family and business needs of over 10,000 ultra - high net worth clients around the world. The Private ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- KPMG (Santa Clara, CA)
- …and play a key role in growing KPMG's private client tax practice, which focuses on ultra - high net worth individual, trust and estate clients + Review ... - worth individuals and Family Offices + Serve as the trusted advisor to ultra - high net worth families on matters relating to current and… more
- Morgan Stanley (San Francisco, CA)
- …Private Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The ... Senior Ultra High Net Worth Sales Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors in order to further… more
- KPMG (Sacramento, CA)
- …services to owners and senior executives of KPMGs private client base which focuses on ultra - high net worth individual, trust and estate clients + ... and business activities external to the firm Qualifications: + Minimum two years of ultra - high net worth individual and/or trust and estate tax… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …preferred + 3-6+ years of Tax experience, ideally from a Big 10 firm + Background in serving Ultra High Net Worth (UHNW) or High Net Worth ... roles. Key Responsibilities: + Develop strategies for income tax returns of high net worth individuals within the firm and manage fiduciary returns… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …preferred + 3-6+ years of Tax experience, ideally from a Big 10 firm + Background in serving Ultra High Net Worth (UHNW) or High Net Worth ... roles. Key Responsibilities: + Develop strategies for income tax returns of high - net - worth individuals and manage fiduciary returns for the family office… more
- Citigroup (Pleasant Hill, CA)
- …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(R) and Citigold(R) Private Client and captures wealth management in the… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal ... lead and foster client relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients. Experience in tax or insurance planning… more
- JPMorgan Chase (Torrance, CA)
- …comfortable working with individuals and families ranging from affluent to high - and ultra - high net worth . The successful individual should approach ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- JPMorgan Chase (San Francisco, CA)
- …serving the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in ... to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers… more
- Citigroup (Beverly Hills, CA)
- …wealth platform that serves clients across the wealth continuum. Cit Wealth serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the… more
- Citigroup (Beverly Hills, CA)
- …unified wealth platform that serves clients across the wealth continuum. Wealth serves ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold Private Client and captures wealth management in the… more
- US Bank (San Jose, CA)
- …experience + 10 or more years of experience in high and ultra - high net worth client wealth management activities **Preferred Skills/Experience** + ... career. **Summary** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- US Bank (Beverly Hills, CA)
- …experience - 10 or more years of experience in high and ultra high net worth client wealth management activities **Preferred Skills/Experience** - ... **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and… more
- Bank of America (Los Angeles, CA)
- …clients to ensure full compliance with laws, and policies while focusing on the needs of Ultra High Net Worth Families. These managers are client centric ... Private Wealth Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …stakeholders to manage High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Specific experience with tax and/or ... in financial planning software and tools (eMoney Advisor, MoneyGuidePro, etc). * High level of integrity both personally and professionally practicing a fiduciary… more
- Charles Schwab (Newport Beach, CA)
- …lead change within self and others positively + Bachelor's degree highly preferred + Must have Ultra High Net Worth client experience + Wealth Management ... Senior Wealth Consultant at Charles Schwab you are responsible for providing high -touch service, on-going comprehensive guidance and advice to clients in the context… more
- M&T Bank (Los Angeles, CA)
- …5 years' sales experience in the high net worth or ultra high net worth client segment Proven track record of implementing wealth management ... strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The… more