- 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
- Morgan Stanley (San Francisco, CA)
- …Bank, NA is seeking a high potential candidate to help grow our National 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
- Robert Half Finance & Accounting (Lafayette, CA)
- …+ 3-6+ years of experience in Tax, preferably from a Big 10 firm + Background in serving Ultra High Net Worth (UHNW) or High Net Worth ... roles. Key Responsibilities: + Develop strategies for income tax returns of high net worth individuals within the firm and handle fiduciary returns… more
- Robert Half Finance & Accounting (Lafayette, CA)
- …3-6+ years of experience in Tax, preferably from a Big 10 firm, with a + background in serving Ultra High Net Worth (UHNW) or High Net Worth ... Key Responsibilities include: + Developing strategies for income tax returns of high net worth individuals within the firm and handling fiduciary returns… 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
- JPMorgan Chase (San Francisco, CA)
- …comfortable working with individuals and families ranging from affluent to high - and ultra - high net worth . The successful individual should approach ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Bank of America (San Francisco, CA)
- …and governance + Expertise in advanced high -tension multiparty facilitation with ultra - high - net - worth (UHNW) individuals and families + Experience ... experience in multiparty facilitation, which may be applied to high -tension scenarios, as well as a proven track record...10 years of professional experience with UHNW families ($50MM+ net worth ), focused on family meeting facilitation,… 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
- Robert Half Finance & Accounting (Berkeley, CA)
- …experience, specializing in High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. Tax and/or insurance planning ... 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
- 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience preparing individual tax returns; ideal candidates will have some experience working with ultra - high net worth clients and will have prepared ... 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