- Mariner (Los Angeles, CA)
- Job Description Overview: The Senior Wealth Analyst position works on our Ultra High Net Worth advisory team, working with our wealthiest and most ... complex clients. The work can be demanding, but those who do well in this role are excited by the uniqueness and challenges of the populations we service. In this role, you are responsible for providing technical support to the advisory team by data gathering,… more
- Vault (New York, NY)
- …profitability targets. Evaluate and underwrite complex personal excess liability risks associated with high net worth and ultra - high net worth ... program structures, coverage enhancements, and pricing models tailored for the high net worth market. Represent underwriting on business development… more
- Citigroup, Inc. (Boston, MA)
- …further 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
- Goldman Sachs, Inc. (Chicago, IL)
- …planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... lending products, such as deposits, bank loans, mortgages and margin financing, to high net worth clients of the firm's global Wealth Management businesses.… more
- Pearl Recruiter (Atlanta, GA)
- …Raleigh, NC to play a pivotal role in managing and expanding relationships with our ultra - high - net - worth (UHNW) clients. - You will provide comprehensive ... in wealth management, financial advisory, or a related field, specifically serving ultra - high - net - worth clientele Bachelor's degree Professional… more
- Northern Trust (Los Angeles, CA)
- …development strategy and approach for your targeted new client base. You'll work with ultra high net worth (UHNW) individuals, families and businesses ... have a plan to build) a strong network of Centers of Influence (COIs) for ultra - high net worth individuals and families to include attorneys, estate… more
- Goldman Sachs, Inc. (Chicago, IL)
- …planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... investment planning and tax services to corporate employees, executives and/or other high - net - worth individuals Prepare various reports for clients in… more
- Goldman Sachs, Inc. (Miami, FL)
- …Florida. Create comprehensive wealth management plans, asset allocation, and location strategies for ultra - high net worth individuals and families, as ... firm's assets under management and further Goldman Sachs & Co. LLC relationships with ultra - high net worth individuals. Use data analysis and coding… more
- Citigroup, Inc. (Atlanta, GA)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. Help support the senior members of the investment team in their… more
- Forth Recruiting (Walnut Creek, CA)
- …fits your needs. Happiness Meaningful assignments with direct client contact. Exposure to ultra - high - net - worth clientele. Complex and interesting work. ... Beyond Sophisticated training courses. Ongoing professional development programs. Rewarding mentor relationships. Benefits HMO. PPO. HSA. Dental. Vision. Long- and short-term disability. Life Insurance. Retirement plan. Maternity and Paternity Leave. Flexible… more
- Goldman Sachs, Inc. (New York, NY)
- …institutional hedge fund investors and have benefited from Goldman Sachs' strong relationships with ultra - high net worth individuals. Within hedge funds, ... Investors include public pensions, corporate pensions, financial institutions, endowments, foundations, and high net worth individuals. This diverse and… more
- Goldman Sachs, Inc. (Atlanta, GA)
- …planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology,… more
- Bank of America (Charlotte, NC)
- …The CM performs and documents in-depth financial analysis for credit approval of ultra - high - net - worth clients (individuals, family offices, trusts, ... Thinking Oral Communications Problem Solving Risk Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift:… more
- NFP (Melville, NY)
- …and execute all accounting functions necessary to report on the financial position of select ultra - high net - worth clients. Handles day to day for ... entry and creation of wires for approval. Prepare cashflow planning for high net - worth clients including budgeting and forecasting. Prepare timely and… more
- Kforce, Inc. (New York, NY)
- …degree is a plus 3+ years of public accounting tax experience with exposure to complex Ultra High Net Worth tax compliance, planning and research; ... Preferable pertaining to Family Office structures Understanding of trust administration and tax implications to beneficiaries Ability to 'roll up sleeves' as needed Able to work with family members and advise on specific tax questions The pay range is the… more
- INTER-CON SECURITY SYSTEMS INC (Washington, DC)
- …Energy, and Defense, as well as Fortune 500 companies, major public utilities, and ultra - high net worth individuals. Inter-Con employs over 35,000 ... as the industry leader in the field of customized, high -requirement security solutions. Why Work at Inter-Con? Passion: Inter-Con...be exposed to cutting edge technology. The qualifications are high , and the training is rigorous, but if you… more
- Bancroft Staffing Partners (San Francisco, CA)
- …including privately held technology and software companies, venture capital firms, startups, and ultra - high - net - worth individuals (UHNW). We go beyond ... Area, with offices in the Bay Area, SoCal, and Mid-West Our firm specializes in providing high -level audit, tax, and advisory services to a prestigious client base,… more
- International Search Consultants (Philadelphia, PA)
- …Services team provides a unique and high touch service offering to select Ultra - High Net Worth individuals and families looking for personalized ... Family Office support. This role will be highly visible within the Firm with opportunities to collaborate with other departments and interface with premier clients. Responsibilities: Provide strategic oversight for extended services for select portfolio of… more
- Deutsche Bank (New York, NY)
- …across public and private markets Strong client relationship management skills, especially with ultra - high net worth individuals and families Working ... proactive approach to work Ability to work collaboratively in a team environment High level of integrity and ethical standards Expectations It is the Bank's… more
- Forth Recruiting (Redwood City, CA)
- …fits your needs. Happiness Meaningful assignments with direct client contact. Exposure to ultra - high - net - worth clientele. Complex and interesting work. ... Beyond Sophisticated training courses. Ongoing professional development programs. Rewarding mentor relationships. Benefits HMO. PPO. HSA. Dental. Vision. Long- and short-term disability. Life Insurance. Retirement plan. Maternity and Paternity Leave. Flexible… more
