- Robert Half Finance & Accounting (Menlo Park, CA)
- …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 assets ... US job openings must be legally authorized to work in the United States . Benefits are available to contract/temporary professionals, including medical,… more
- KPMG (Hartford, CT)
- …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 ... provide analyses of complex individual income tax, gift, estate and trust returns for ultra - high net -worth individuals and Family Offices + Serve as the… more
- Citizens (Boston, MA)
- …delivery of a broad range of highly technical estate, tax and financial advice to Ultra High Net Worth individuals/ families, including succession advice to ... Understanding of High Net and Ultra High Net Worth Financial...policy of very local and state jurisdiction in the United States . For an overview of our… more
- JPMorgan Chase (San Francisco, CA)
- …Duties: Drive, generate and deliver highly customized wealth management solutions to ultra - high net worth clients with cross-border needs, including ... New York, Miami, and Texas. Develop business with cross-border ultra - high net worth (USD25MM+) individuals...net worth families based in Asia and the United States , with ongoing monitoring and a… more
- Citigroup (San Francisco, CA)
- …relationships with, and service the investment needs of ultra - high net worth clients in the US . **Responsibilities:** + Investment counselors joining ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- Truist (Charlotte, NC)
- … of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... any communications. If you already have a profile with us , you can log in to check status.** Need...and a demonstrated ability to manage a portfolio of high net and ultra - high… more
- Truist (Dallas, TX)
- … of America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... any communications. If you already have a profile with us , you can log in to check status.** Need...and a demonstrated ability to manage a portfolio of high net and ultra - high… more
- KPMG (Philadelphia, PA)
- …services to owners and senior executives of KPMGs private client base which focuses on ultra - high net worth individual, trust and estate clients + Prepare ... complex individual income, gift, trust and estate tax returns for ultra - high net -worth individuals and Family Offices + Manage a portfolio of clients of… more
- Wells Fargo (Charlotte, NC)
- …portfolio performance systems (Performer, First Rate, etc.) + 2+ years experience working with Ultra High Net Worth clients + Broad knowledge of investments ... a Senior Wealth Client Performance Analytics Consultant for the Ultra - High Net Worth Client Investment...for client presentations + Serve as mentor **Required Qualifications, US :** + 4+ years of Performance Analysis experience, or… more
- Truist (Atlanta, GA)
- …and supporting tools and resources pertinent to their role. The Center for Family Legacy integrates with Ultra High Net Worth and High Net Worth ... Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift ( United States of America) **Please review the...instructional design, process consultation and change management, familiarity with Ultra High Net Worth and… more
- HSBC (Beverly Hills, CA)
- …Bank's Global Investment Committee strategic views, contributing to equity idea generation for Ultra High Net Worth (UHNW) clients and generating ideas ... and, + Synthetizing complex concepts to audiences of varying degrees of sophistication including Ultra High Net Worth Individuals. Up to 30% domestic travel… more
- Bank of America (Chicago, IL)
- …resource for Advisor teams who are interested in wealth planning services to address their high - and ultra - high net worth clients' trust, estate/wealth ... relationships and assists Advisors in new business opportunities with high - or ultra - high net...Networking + Issue Management + Prioritization **Shift:** 1st shift ( United States of America) **Hours Per Week:**… more
- Raymond James Financial, Inc. (New York, NY)
- …experience to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate ... level of integrity and confidentiality. * Conduct transactions for high profile and high net ...of formal credit training preferred. **Job:** Banking **Primary Location:** US -NY-New York-New York City **Other Locations:** US -RM-Remote… more
- Citizens (Tarrytown, NY)
- …portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra - high - net -worth clients and institutional client accounts within ... understanding of investment solutions. + In depth experience in ultra - high - net -worth investment offerings, leveraging sophisticated...policy of very local and state jurisdiction in the United States . For an overview of our… more
- Children's Hospital Boston (Boston, MA)
- …follow-up to high -level cultivation/strategic engagements and other special events for ultra high net worth individuals. + Creatively and persistently ... can bring different kinds of expertise and can help us shape a bold, extraordinary future for kids and...employing creative strategies to develop a new market among ultra high - net worth individuals. +… more
- JPMorgan Chase (New York, NY)
- …and employee options; Portfolio risk management; US and cross-border Asia ultra - high - net -worth clients in wealth management. Job Location: 390 Madison ... asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra - high - net -worth clients, with portfolio size of at… more
- Robert Half Finance & Accounting (Chicago, IL)
- …Review individual, trust, and partnership federal and state income tax returns for ultra - high - net -worth families + Review tax projections and calculations + ... about one where the company values your time? A high -end firm that was just rated one of the...openings must be legally authorized to work in the United States . Benefits are available to contract/temporary… more
- Citigroup (Bronxville, NY)
- …to serve the entire continuum of wealth clients. The unified business supports ultra - high - net -worth individuals and family offices through Citi Private Bank, ... to gain incremental wallet share of the affluent and High Net Worth segment through the use...**Time Type:** Full time **Primary Location:** Bronxville New York United States **Primary Location Full Time Salary… more
- Citigroup (Chicago, IL)
- …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)...Home Lending Officers. Citi has many locations across the United States and is looking for top… more
- Truist (Atlanta, GA)
- …advises on managing investment portfolios, delivering tailored credit, banking and insurance solutions to affluent, high net worth and ultra - high net ... or Temporary:** Regular **Language Fluency:** English (Required) **Work Shift:** 1st shift ( United States of America) **Please review the following job… more