- HSBC (San Francisco, CA)
- …new relationships and manage existing relationships to generate new AUM and Gross Revenue. As our Ultra High Net Worth / High Net Worth ... Relationship Manager you will: + Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality & requisite returns on risk + Maintain HSBC internal control standards, including timely… more
- Wells Fargo (St. Louis, MO)
- …Wealth and Investment Management (WIM) Marketing team. The team focuses marketing programs targeting high - net - worth and ultra - high - net - worth ... Wells Fargo is seeking a Lead Marketing Consultant - High - net - worth segment to join the...programs to drive revenue and create business outcomes for high - net - worth clientele (such as investments,… 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 (San Francisco, CA)
- …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
- 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
- Wells Fargo (Minneapolis, MN)
- …risk + Provide vision and set direction for multiple high -impact initiatives including high net worth and ultra - high net worth mortgage ... leader in mortgage underwriting and credit policy development for high net worth and ultra - high net worth segments + Strong background… 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 (Atlanta, GA)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs Successful track record… 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
- KPMG (San Francisco, CA)
- …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
- Morgan Stanley (New York, NY)
- …assessments are factored into business decisions. This is a multi-faceted role responsible for coverage of Ultra High Net Worth / Tailored Lending with a ... well as other Less Liquid and Securities Based Lending (SBL) transactions to Ultra High Net Worth (UHNW) Individuals. The principal responsibilities… more
- Wells Fargo (Charlotte, NC)
- …using portfolio performance systems (Performer, First Rate, etc.) + 2+ years experience working with Ultra High Net Worth clients + Broad knowledge of ... Fargo is seeking a Senior Wealth Client Performance Analytics Consultant for the Ultra - High Net Worth Client Investment Performance Reporting Team within… more
- Comerica (Farmington, MI)
- …onboarding new business in Comerica Advisor Solutions and Private Wealth, to ensure success of Ultra High Net Worth opportunities. The UHNW Business ... Ultra - High Net Worth New Business Specialist The Ultra - High Net Worth New Business Specialist will be the primary liaison for… more
- CIBC (New York, NY)
- …to the overall CIBC Wealth Management growth through the acquisition of new, high net worth and ultra - high net worth clients who have ... cultivating and introducing new private wealth management relationships with high net worth individuals, family offices, endowments and foundations.… 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
- CIBC (Boston, MA)
- …of 5-7 years of experience developing and managing lending and deposit relationships with high net worth and ultra - high net worth clients ... and suite of investment, trust, and banking solutions to high net worth and ultra - high net worth individuals, families and institutions… more
- Truist (Washington, DC)
- …the Truth in Lending Act 6. Proven success in the acquisition of new high net worth & ultra - high net worth client relationships. Demonstrated ... 7. Extensive understanding of wealth management and financial planning considerations for high net worth and ultra - high net worth individuals… 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
- CIBC (Boston, MA)
- …to the overall CIBC Wealth Management growth through the acquisition of new, high net worth and ultra - high net worth clients who have ... the following activities individually and as a team leader: + Lead new high net worth client relationships and become trusted advisor through regular client… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and complex trades. This includes, but is not limited to, custom portfolio solutions for high net worth ("HNW") and ultra - high net worth ... and maintains relationships with advisors focusing on solutions for HNW and Ultra -HNW clients. * Develops and maintains solutions for discretionary advisors and… more