- Robert Half Legal (Minneapolis, MN)
- …you an accomplished Family Law Attorney with experience handling complex divorce cases for high - net - worth individuals? Are you seeking an opportunity to join ... downtown Minneapolis law firm. You will bring significant experience representing high - net - worth clients in divorce, custody disputes, and marital property… more
- JPMorgan Chase (New York, NY)
- …Vice President to serve as the strategic liaison for the extension and integration of CCB high net worth credit card products - including the JP Morgan ... Serve as the primary advocate and subject matter expert for Consumer & Community Banking (CCB) high net worth (HNW) & ultra- high net worth (UHNW)… more
- AIG (New York, NY)
- The High Net Worth business is a key portfolio within Global Personal Insurance, writing ~$1.7bn gross premium. Join us as a Financial Analysis Manager to ... will be responsible for delivering forecasts, budgets and quality reporting across High Net Worth stakeholders including Actuarial, Operations, HR, CUO to… more
- World Insurance Associates, LLC. (Chicago, IL)
- …your primary responsibility is to identify, cultivate, and manage relationships with high - net - worth individuals and families, providing them with customized ... Responsibilities + Identify, prospect, and develop new business opportunities within the high - net - worth and private client space. + Cultivate and maintain… more
- HSBC (New York, NY)
- High Net Worth Relationship Manager Brand: HSBC Area of Interest: Private Banking Location: New York, NY, US, 10001 Work style: Hybrid Worker Date: 18 Dec ... acquire, maintain, and grow profitable long-term relationships principally focused on HNW ( High Net Worth ) individuals. The role owner will be an exceptional… more
- JPMorgan Chase (New York, NY)
- …leadership experience in membership, loyalty, entertainment, or luxury services, with a focus on high net worth clientele. + Proven track record in ... seeking a dynamic and visionary Executive Director to serve as Head of High - Net - Worth Membership and Loyalty. As an Executive Director, Membership and… more
- JPMorgan Chase (New York, NY)
- We are seeking a visionary Executive Director to lead the High Net Worth (HNW) Card Product team, with responsibility for driving growth, innovation, and ... with executive leadership and other forums, crafting a comprehensive story of the High Net Worth Card Product strategy and international growth. + Build and… more
- Vanguard (Scottsdale, AZ)
- …with a passion for building meaningful client relationships? Join our team as a High Net Worth Client Case Representative for our Personal Investor ... are, and ensure they feel supported when they call in to Vanguard. As a High Net Worth Client Case Representative, you will: + Serve as the primary point… more
- Maxwell Locke & Ritter (Austin, TX)
- Tax Manager - High Net Worth Individuals & Family Groups (In-Person OR Hybrid) Department: Tax Location: Downtown Austin, TX and/or Round Rock, TX ... local firm) + Experience providing tax consulting and compliance services to high - net - worth individuals and family groups including personal, estate/gift &… more
- HSBC (Miami, FL)
- High Net Worth Relationship Manager - Brazil Brand: HSBC Area of Interest: Private Banking Location: Miami, FL, US, 33131 Work style: Hybrid Worker Date: 18 ... focused on Brazil to generate new AUM and Gross Revenue. As our High - Net - Worth Relationship Manager-Brazil you will: + Combine client relationship management… more
- World Insurance Associates, LLC. (Denver, CO)
- …resources to help any client solve any challenge, including traditional commercial lines insurance, high net worth / private client, employee benefits, human ... + Identify, prospect, and cultivate new business opportunities, focusing on High - Net worth and Private Client accounts, including affluent individuals,… more
- Edward Jones (St. Louis, MO)
- …may close early due to the volume of applicants. **Team Overview:** Networks, Alliances, and High Net Worth (HNW) Solutions, a team in the Wealth Management ... and cultivating industry networks and centers of influence + Experience in High Net Worth client wealth management + Progress toward advanced degree… more
- HUB International (Carlsbad, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred....relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an… more
- Vanguard (Dallas, TX)
- …all applicable Human Resources policies and procedures. + Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs and demonstrating ... ideal candidate brings a strong track record of building inclusive and high performing teams to producing strong outcomes, navigating ambiguity, innovatively solving… more
- Bank of America (New York, NY)
- Ultra High Net Worth Portfolio Strategist New York, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/New-York/Ultra- High - Net - Worth -Portfolio-Strategist\_25045012-2) **Job Description:** At Bank… more
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Wipfli LLP (Minneapolis, MN)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Southfield, MI)
- …in which they are practicing + Requires at 10+ years of job related experience + High Net Worth tax experience required + Requires prior accounting and/or ... tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda Feltner,… more
- Wipfli LLP (Loveland, CO)
- …in which they are practicing + Requires at 5+ years of job related experience + High Net Worth Individual tax experience required + Requires prior accounting ... and/or tax experience + Subject matter leader in similar accounting and/or tax services + Management and/or mentoring experience with other staff members + Experience making recommendations to management + Prior public accounting experience desired Amanda… more
- HUB International (Fort Lauderdale, FL)
- …Insurance sales experience highly preferred + Bachelor's degree required + Experience selling to high net worth individuals a plus + Required to obtain ... the appropriate state licensing with 90 days of hire + Preference given to those with existing insurance licensure and/or industry designations + Ability to work under pressure and within deadlines + Good listening skills and ability to determine clients'… more