• Fidelity TalentSource LLC (Los Angeles, CA)
    …strategy and promoting annual guidance reviewsIdentifying opportunities for asset consolidation and/or High Net Worth product development, and other more ... level of customer service to Fidelity s most sophisticated and highest net worth client.\u00A0 Through frequent communication and collaboration, you are a… more
    JobGet (05/07/24)
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  • Fidelity TalentSource LLC (Los Angeles, CA)
    …client contact strategy and encouraging annual reviewsSeeing opportunities for asset consolidation and/or High Net Worth product development, and other more ... face-to-face consultationsYou have a passion for delivering thoughtful & trustworthy service to clients seeking a personalized high -touch relationshipYour… more
    JobGet (05/09/24)
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  • Fidelity TalentSource LLC (Brea, CA)
    …for your clientsYou are professional with a polished communication style compatible with high net worth clienteleBeing coachable, collaborative, and curious ... markets and productsStrong social skills and the ability to deliver highly personalized service to each clientAbility to find success in a dynamic, deadline driven,… more
    JobGet (05/08/24)
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  • Fidelity TalentSource LLC (Burbank, CA)
    …to hireSeries 65 and/or 66 and state registrations required within 3 months of hireExperience with High Net Worth clientsA CFP is preferred if you don t ... you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build… more
    JobGet (05/08/24)
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  • Regional Wealth Client Service Manager

    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
    M&T Bank (04/16/24)
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  • Merrill Financial Solutions Advisor - Pasadena…

    Bank of America (Pasadena, 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
    Bank of America (05/03/24)
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  • Senior Wealth Advisor - Brentwood/Pacific…

    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
    Citigroup (04/12/24)
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  • JP Morgan Wealth Management- Vice President,…

    JPMorgan Chase (Los Angeles, 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
    JPMorgan Chase (03/31/24)
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  • Senior Private Banker

    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 (02/14/24)
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  • PWM Private Wealth Advisor

    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
    US Bank (04/04/24)
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  • JP Morgan Advisors - Investment Associate

    JPMorgan Chase (Los Angeles, CA)
    JP Morgan Advisors, the ultra- high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives +...behalf of the Financial Advisor(s) + Provide Ad Hoc service requests as needed on behalf of the team/clients… more
    JPMorgan Chase (05/04/24)
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  • JP Morgan Advisors - Client Service Manager

    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
    JPMorgan Chase (04/21/24)
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  • Merrill Center for Family Wealth Principal

    Bank of America (Los Angeles, CA)
    …and governance + Expertise in advanced high -tension multiparty facilitation with ultra- high - net - worth (UHNW) individuals and families + Experience and ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… more
    Bank of America (05/07/24)
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  • Tax Manager for Entertainment Business Management

    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
    Gelfand Rennert & Feldman (05/10/24)
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  • Account Manager for Touring Music Clients

    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 ... + 4+ years of experience in full-charge accounting and bookkeeping for high net - worth individuals, preferably within entertainment business management… more
    Gelfand Rennert & Feldman (05/05/24)
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  • Tax Staff Accountant

    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 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...international tax clearances for touring artists + Assist client service team with other projects, as necessary A successful… more
    Gelfand Rennert & Feldman (05/10/24)
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  • Relationship Associate (Universal City)

    City National Bank (North Hollywood, CA)
    …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... a daily basis in handling all areas of client service , operational tasks, and sales consultation. Expert in all...consultation. Expert in all aspects of providing exemplary client service and assisting clients with any branch transaction. Actively… more
    City National Bank (03/20/24)
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  • Client Officer

    City National Bank (Los Angeles, CA)
    …Management (TM) model that most banks extend only to larger businesses and high - net - worth families. Our tailored solutions address the financial needs ... Assists the Client Manager in supervising and participates in the operations, client service , and internal sales activities of the branch. + Monitors and maintains… more
    City National Bank (02/26/24)
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  • Tax Manager, Asset Management Partnerships

    KPMG (Los Angeles, CA)
    …with that list + Proven experience with pass-through entities, partnerships, corporations and high net - worth individuals and families + Experience managing ... client relationships + Advise clients and be accountable for delivering high quality tax service and advice + Manage risk and financial performance of… more
    KPMG (04/20/24)
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  • Associate Business Services Manager

    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 ... training/leadership to the Business Services group. Responsibilities: + Troubleshoot escalated service requests + Provide training for new team members + Coordinate… more
    Gelfand Rennert & Feldman (05/08/24)
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