- M&T Bank (Los Angeles, CA)
- …+ Create and drive a client-centric service environment, including developing and maintaining a High Net Worth (HNW) and Ultra- High Net ... **Overview:** Manages and leads a client service team who participates in the servicing of...and develops the team to deliver on the Client Service Value Proposition and ensure Client Service … more
- KPMG (Sacramento, 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 and ... Family Offices + Serve as the trusted advisor to ultra- high net worth families on...complete list of currently approved designations/credentials for the hiring practice/ service line, your recruiter can provide you with that… more
- Citigroup (San Francisco, CA)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Bank of America (Chico, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... Prioritizes client requests and makes introductions to appropriate internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- HSBC (San Francisco, CA)
- … and accuracy in execution, in a fast-paced high energy environment to HSBC's most prestigious High Net Worth and Ultra High Net worth ... the planet we all share. The Private Bank Client Service Executive will provide an exceptional level of Customer...and opportunities with HSBC. As our, Private Bank Client Service Executive you will always place the client first… more
- CIBC (San Francisco, CA)
- … Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries ... also provides oversight on some aspects of the Client Service Associate's responsibilities. **Responsibilities include:** + Prepare and process...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- CIBC (San Francisco, CA)
- …CIBC's Chicago Private Banking team is the full- service division of CIBC serving our high net worth clientele. As a Client Support Associate, you will ... manage their portfolios and develop new business. You'll directly engage with high net worth clients to offer support, uncover business opportunities and… more
- KPMG (San Francisco, CA)
- …services to owners and senior executives of KPMGs private client base which focuses on ultra- high net worth individual, trust and estate clients + Prepare ... projects + Advise clients and be responsible for delivering high quality tax service and advice +...to the firm Qualifications: + Minimum two years of ultra- high net worth individual and/or… more
- Comerica (San Francisco, CA)
- Private Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra- high net worth , ... Responsible for developing and deepening client relationships through needs-based, high -level client service and through delivery of...cash flow analysis and budgeting, and risk management to ultra- high net worth clients. Uses… more
- Bank of America (Palo Alto, CA)
- …the power to make a difference. Join us! **Job Summary:** Works with complex High Net Worth Investors to create customized investment strategies. Responsible ... investment decision making and financial consulting experience working with high net worth clients and...knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and… more
- Citigroup (Los Angeles, CA)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… more
- Bank of America (San Luis Obispo, CA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...* Has two years' experience working in the financial service industry and/or a sales environment where goals were… more
- JPMorgan Chase (San Francisco, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... 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
- BMO Financial Group (Los Angeles, CA)
- …strategy the portfolio. + Provides superior service to an assigned portfolio of high net worth clients with an objective of becoming their trusted ... Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and… more
- BMO Financial Group (Newport Beach, CA)
- …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... Provides a superior level of customer service and portfolio management in lending services for...both internal and external. + Performs client sales & service support activities as required to meet client needs… more
- US Bank (Woodland Hills, CA)
- …Day One. **Job Description** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... years of experience in high and ultra high net worth client wealth...to business need. Job postings in areas with a high volume of applicants, such as customer service… more
- JPMorgan Chase (Los Angeles, CA)
- Join our team at JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the ... personalized service of a dedicated wealth management business and the...to perform well in a deadline-driven, fast-paced environment. + High attention to detail, good analytical skills, must be… more
- Bank of America (San Francisco, CA)
- …+ A minimum of 10-15 years of investment decision making and financial consulting experience working with high net worth clients and ultra- high net ... technical knowledge of investments, tax, legal and operations necessary to service clients. + Knowledge of fiduciary standards, principles and applicable laws… more
- Charles Schwab (San Francisco, CA)
- …premium client experience and providing timely, relevant charitable planning education to partners and high net worth clients. Reporting to the Director of ... Basic understanding of investments (publicly and non-publicly traded), common ultra- high net worth tax planning...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
- Gelfand Rennert & Feldman (Century City, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... Support Account Managers to provide highest level of customer service by assisting with contracts, budgeting, home purchases, tours,...5+ years of experience in accounting and taxation for high net - worth individuals and entertainers… more