- Amerant Bank (Coral Gables, FL)
- …and retaining a book of business of High Net Worth and Ultra High Net Worth personal & commercial customers (usually $5MM and above). The SRM ... such as trust officers, wealth advisors, etc. to integrate solutions. Ensures high standards of service quality are provided to customers to strengthen customer… more
- 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
- 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 ... - worth individuals and Family Offices + Serve as the trusted advisor to ultra - high net worth families on matters relating to current and… 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 ... Years Broad Knowledge and Understanding of High Net and Ultra High Net Worth Financial Instruments + 15+ Years In-Depth Knowledge and Experience… more
- JPMorgan Chase (San Francisco, CA)
- DESCRIPTION: Duties: Drive, generate and deliver highly customized wealth management solutions to ultra - high net worth clients with cross-border needs, ... Hong Kong, Singapore, New York, Miami, and Texas. Develop business with cross-border ultra - high net worth (USD25MM+) individuals and families by active… more
- Citigroup (San Francisco, CA)
- …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- Morgan Stanley (New York, NY)
- …Bank, NA is seeking a high potential candidate to help grow our National 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
- Truist (Charlotte, NC)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs + Successful track… more
- Bankers Trust (Phoenix, AZ)
- …net /phh03/ats/careers/v2/applyRequisition?org=BANKERSTRUST&cws=37&rid=1627) Job Brief Work with high - net worth investors, and ultra - ... Record. Job Summary: The Private Client Wealth Advisor III will work with high - net worth investors, and ultra - high - net worth individuals and… 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 ... knowledge of curriculum and instructional design, process consultation and change management, familiarity with Ultra High Net Worth and High Net … 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 + ... and business activities external to the firm Qualifications: + Minimum two years of ultra - high net worth individual and/or trust and estate tax… more
- City National Bank (New York, NY)
- …BANKER** **WHAT IS THE OPPORTUNITY?** Develops and manages client relationships with high - net - worth and ultra - high - net - worth individuals ... you will help deliver tailored financial solutions to high - and ultra - high - net - worth families, select professional services firms and select… more
- Raymond James Financial, Inc. (New York, NY)
- …to create customized lending solutions for high - net worth (HNW) and ultra - high net worth (UHNW) clients of the firm. The ideal candidate will ... integrity and confidentiality. * Conduct transactions for high profile and high net worth clients. * Research and analyze financial statements, perform… more
- Comerica (San Francisco, CA)
- …Banking Advisor The Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra - high net worth , ... estate and tax planning, cash flow analysis and budgeting, and risk management to ultra - high net worth clients. Uses advanced credit knowledge to help… more
- Children's Hospital Boston (Boston, MA)
- …provides follow-up to high -level cultivation/strategic engagements and other special events for ultra high net worth individuals. + Creatively and ... following leads, and employing creative strategies to develop a new market among ultra high - net worth individuals. + Demonstrated track record of… more
- Bank of America (Chicago, IL)
- …who are interested in wealth planning services to address their high - and ultra - high net worth clients' trust, estate/wealth transfer, and financial ... relationships and assists Advisors in new business opportunities with high - or ultra - high net worth clients and prospects who are interested in… more
- JPMorgan Chase (New York, NY)
- …strategic asset allocation; Portfolio rebalancing and portfolio construction; Investment management for ultra - high - net - worth clients, with portfolio size ... stocks and employee options; Portfolio risk management; US and cross-border Asia ultra - high - net - worth clients in wealth management. Job Location: 390… more
- Charles Schwab (New York, NY)
- …of influence within the market (CPAs, attorneys, etc..) + **Must have: 10+ years of Ultra High Net Worth experience, family office sales experience ... better future. Schwab Private Wealth Services (SPWS) is a complimentary branded program for ultra - high net worth (UHNW) retail clients with $10M+ in… more
- Citizens (Tarrytown, NY)
- …client portfolios. The Wealth Portfolio Manager provides portfolio management services for ultra - high - net - worth clients and institutional client accounts ... and understanding of investment solutions. + In depth experience in ultra - high - net - worth investment offerings, leveraging sophisticated investment… more
