- 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
- Morgan Stanley (San Francisco, CA)
- …Private Bank, NA is seeking a high potential candidate to help grow our 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
- 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
- Citigroup (San Francisco, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …financial planning services, managing High Net Worth and Ultra High Net Worth client relationships, and working closely with internal ... lead and foster client relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients. Experience in tax or insurance planning… more
- JPMorgan Chase (San Francisco, CA)
- …serving the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in ... to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers… more
- Bank of America (San Francisco, CA)
- …clients to ensure full compliance with laws, and policies while focusing on the needs of Ultra High Net Worth Families. These managers are client centric ... Private Wealth Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan… more
- PNC (San Francisco, CA)
- …have extensive experience working with high net worth and ultra high net worth clients, preferably with an existing book of business. Current ... knowledge of local market and centers of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the development and execution of a relationship management plan to… more
- HSBC (San Francisco, CA)
- …relationships principally focused on High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. The role owner will be an exceptional ... team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new Assets Under Management (AUM) and Gross Revenue. As our Relationship Manager you will: + Combine client relationship… more
- City National Bank (San Francisco, CA)
- …for further expanding City National Rochdale's relationships with its high and ultra - high net - worth (UHNW**) clients. Helps to attract new ... Strategist. + Partner with Strategy team to create understandable, customized and high quality models to help clients make informed decisions + Participate and/or… more
- Robert Half Legal (San Francisco, CA)
- …businesses, real estate and asset holdings, and philanthropic endowments for the office's ultra - high net worth private clientele. The qualifications ... customer service, good communicator, must work well with others, good collaborator, high attention to detail, takes time to verify information, and confident.… more
- JPMorgan Chase (San Francisco, CA)
- JP Morgan Advisors, the ultra - high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Citizens (San Francisco, CA)
- …for client relationship management, which includes developing and maintaining strong relationships with high net worth / ultra HNW clients. Lastly, ... he/she is responsible for client communication and education, which includes the communication of investment updates, market insights, and performance reports. Qualifications, Education, Certifications and/or Other Professional Credentials + Candidates may be… more