- HUB International (Encino, CA)
- …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred....relevant experience Required Travel: No Travel Required Required Education: High school or equivalent HUB International Limited is an… more
- Tiffany & Co. (San Francisco, CA)
- …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... closing sales. * Establishing and reinforcing the Tiffany brand within the High Net Worth client market. * Identifying, prospecting and developing… more
- CIBC (Newport Beach, CA)
- …well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ... advice. + Contribute to the overall CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐ high net worth clients… more
- Citigroup (San Francisco, CA)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Citigroup (San Francisco, CA)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… 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 ... within JP Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and… more
- CIBC (San Francisco, CA)
- …doing** As a Relationship Manager, you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Lead Advisor. This firm manages more than $30 billion in assets across 2,000+ high - net - worth families, with a mission to help clients, colleagues, and the ... experienced advisor to serve as the primary point of contact for high - net - worth clients, providing comprehensive financial planning and guidance. You'll work… more
- Citigroup (Beverly Hills, 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
- International Rescue Committee (Oakland, CA)
- …unit, part of the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within the USA Philanthropy department, ... IRC by engaging, cultivating, soliciting, and stewarding significant, multi-year commitments from high - net - worth individual supporters based in the western… more