- HSBC (San Francisco, CA)
- …customers, our people, our investors, our communities and the planet we all share. As a High Net Worth Relationship (HNW) Manager, you will acquire ... and manage existing relationships to generate new AUM and Gross Revenue. As our High Net Worth Relationship Manager you will: + Combine client … more
- Citigroup (San Francisco, CA)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- Citigroup (San Francisco, CA)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- International Rescue Committee (Oakland, CA)
- …+ Manage a portfolio of up to 100 high net worth individuals by moving the IRC's relationship with each through cultivation, solicitation, and ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within...to join our team! A dynamic front-line fundraiser and relationship cultivator, this person will help drive revenue growth… more
- PNC (San Francisco, CA)
- …or in the field on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth ... to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you...clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is… more
- JPMorgan Chase (San Francisco, CA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high - net - worth client relationships across...solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will… more
- HSBC (San Francisco, CA)
- …recommendations and increasing sales, and building and maintaining valuable relationships with high - net - worth client portfolios + Expert knowledge in wealth ... people, our investors, our communities, and the planet we all share. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the… more
- Citigroup (San Rafael, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Citigroup (San Lorenzo, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- City National Bank (San Francisco, CA)
- …products to existing and potential private banking and high net worth clients. By partnering with CNB's Relationship Managers, the position will support ... focuses on the following areas: credit structuring and analysis, assisting Relationship Managers in cross- selling first mortgages and/or establishing new… more
- Bank of America (San Francisco, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- Bank of America (San Francisco, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- JPMorgan Chase (San Francisco, CA)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... you will focus on addressing the wealth needs of High Net Worth and Ultra...of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …preferred. + Expertise in investment strategies, financial planning, and compliance. + Strong relationship -building skills with high - net - worth clients. + ... success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's continued growth.… more
- HSBC (San Francisco, CA)
- …share. As a Senior Wealth Planner, you will work closely with high and ultra- high net worth individuals and families to advise on wealth and generational ... member of the US Private Banking team, partnering with Relationship Managers and Investment Counsellors to provide outstanding client...a wealth management firm advising high and ultra- high net worth clients on… more
- American Heart Association (San Francisco, CA)
- …American Heart Association mission by establishing and cultivating relationships with ultra-and high - net - worth individuals to increase giving, achieve mutual ... experience. + Eight (8) years of relevant experience. + Experience cultivating high - net - worth donor relationships, including writing proposals, developing… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate tax ... field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax,...experience (will manage 3 staff) Excellent communication and client relationship skills Robert Half is the world's first and… more
- Citizens (Menlo Park, CA)
- …delivered consistently. PBO Office Lead Qualifications: + 4+ years in private bank office or high net worth banking role ensuring the delivery of world class ... deposit expert and key service partner for the Business Banker/ Relationship Managers' client base. + Contribute to the overall...supporting growth of deposits. + History of working with high net - worth clientele preferred and… more
- Wells Fargo (San Francisco, CA)
- …and asset management (and/or property management) experience in an environment serving private, high net worth clients (not institutional). + Proven ability ... of specialized wealth services designed to meet the diverse needs of high - net - worth clients. These specialized fiduciary services include Real Estate Asset… more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client ... We're building a relationship -oriented bank for the modern world. We need...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more