- Bancroft Staffing Partners (San Francisco, CA)
- …software companies, venture capital firms, startups, and ultra-high-net-worth individuals ( UHNW ). We go beyond traditional auditing-our professionals act as trusted ... Managers) Expertise in technology, venture capital, startups, private clients, UHNW individuals, and advisory-focused audit work Experience auditing privately held… more
- Citigroup, Inc. (Atlanta, GA)
- …The role of 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 Investment Assoc Sr Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and… more
- Citigroup, Inc. (Boston, MA)
- …Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- International Search Consultants (Philadelphia, PA)
- …growing global investment firm. The firm acts as a Family Office to UHNW clients including individuals, families, trusts, foundations, and endowments. Due to growth, ... movements such as bill pay, payroll, and distributions for UHNW clients. Monitor and audit internal processes to ensure...Degree in Accounting or Finance. 10 years' experience providing UHNW client support with a financial institution, law firm,… more
- Northern Trust (Los Angeles, CA)
- …your targeted new client base. You'll work with ultra high net worth( UHNW ) individuals, families and businesses as you cultivate new investment management ... relationships in the UHNW client space. You'll share and support our goals-driven wealth management approach to both prospective and current clients to develop new… more
- Pearl Recruiter (Atlanta, GA)
- …pivotal role in managing and expanding relationships with our ultra-high-net-worth ( UHNW ) clients. - You will provide comprehensive wealth management services, ... investment strategy, estate planning, and tax optimization to philanthropy and family governance. -You will be a trusted partner, thought leader, offering strategic insight into the family business and the family itself. -You will employ a proactive approach… more
- Citigroup (Greenwich, CT)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Boston, MA)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… more
- Citigroup (Miami, FL)
- …& 31 + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Job Family Group:** Private Client Coverage **Job Family:** Private… more
- Citigroup (Beverly Hills, CA)
- …+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on ... Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and… more
- Citigroup (Chicago, IL)
- …+ Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a… more
- Citigroup (New York, NY)
- …+ Investment Counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ... The Invst Counselor Sr Principal is an internally and externally recognized subject matter expert that influences the way things are done, not only internally, but beyond the business itself. Requires a broad and comprehensive understanding of the field. Is a… more
- Truist (Jupiter, FL)
- …This is a hybrid position with at least 3 days in the office. Office location is 150 South US Highway 1, Jupiter, Florida. Perform, monitor, and reconcile basic ... operating functions within a high volume environment related to cash accounting, specialized asset accounting, fee and revenue accounting, client report generation, and regulatory and management reporting. Utilize prescribed policies, procedures and task lists… more
- Citigroup (Atlanta, GA)
- …+ The role of 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
- Bank of America (San Francisco, CA)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- M&T Bank (Wilmington, DE)
- …members to serve the unique needs of Wilmington Trust's ultra-high net worth ( UHNW ) clientele. Works closely with Wealth Advisors to develop and execute customized ... wealth plans for UHNW clients and families that leverage the full breadth...the organization's capabilities. Ensures proper delivery of Wilmington Trust's UHNW client experience across relationships, customized to accommodate individual… more
- Bank of America (Dallas, TX)
- …with opportunities to learn, grow, and make an impact. Join us! The ** UHNW Advisory Strategist** will support Financial Advisors in the business development of ... UHNW prospects and clients by partnering with Financial Advisors...deliver customized portfolio construction expertise and facilitate engagement with UHNW capabilities across the firm. Strategists will anchor on… more
- First National Bank of Omaha (Omaha, NE)
- …is subject to change based on business needs. **Summary of the Job:** The UHNW Financial Advisor is a trusted advisor who will serve ultra-affluent clients and ... and complex needs. Through a team led approach, the UHNW Advisor will help families and business owners in...banking, long term planning, and wealth preservation needs. The UHNW Financial Advisor works will work with a dedicated… more
- BMO Financial Group (Winnetka, IL)
- …wealth planning for High Net Worth / Ultra High Net Worth (HNW/ UHNW ) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... their overwall wealth planning needs. Supports the growth and retention of HNW/ UHNW client assets through specialized planning solutions that help to broaden the… more
- CIBC (St. Louis, MO)
- …cultivate new and manage existing high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) client relationships, providing tailored banking and lending solutions. You ... banking relationships:** Oversee complex lending and deposit relationships for HNW and UHNW clients while guiding your team in portfolio management and business… more
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