- City National Bank (Los Angeles, CA)
- …Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in ... of financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 +… more
- Tiffany & Co. (Santa Clara, CA)
- …Regional and Global High Jewelry selling events. + Prospecting and developing existing High Net Worth clients. + Maintain knowledge of the local jewelry ... sales + Strong diplomacy skills and experience building relationships with High Net Worth clients + Must possess consistent impeccable self-presentation… more
- Wells Fargo (San Francisco, CA)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and families… more
- JPMorgan Chase (San Francisco, CA)
- …leader that delivers the highest quality advice, service, capabilities and solutions to Ultra High Net Worth individuals and families around the world. ... program whereby you will be supporting the team of Private Bankers covering Asia's ultra- high net worth clients. At the end of the three-year program, top… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high - net - worth individuals, families, and business owners. This is a ... without ego. Responsibilities + Design and execute advanced tax strategies for high - net - worth individuals, executives, and multi-generational families. +… more
- Robert Half Finance & Accounting (Marin County, CA)
- …financial success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's ... perks. Responsibilities: + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering tailored financial and investment… more
- Wells Fargo (Pasadena, CA)
- …Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra- high - net - worth individuals and ... to Special Needs Trust administration + Experience in wealth management with high - net - worth clients of at least five million dollars **Job Expectations:**… more
- Citigroup (San Francisco, CA)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts… more
- Robert Half Legal (San Ramon, CA)
- …in San Ramon, California. In this role, you will provide expert guidance to high - net - worth clients, focusing on estate planning, trust administration, and ... advice on estate planning, trust administration, and succession planning for high - net - worth individuals. * Draft and analyze complex estate planning… more
- CIBC (San Francisco, CA)
- …portfolio of clientele, ensuring exceptional service delivery and satisfaction. + Interface with High Net Worth Clients and their intermediaries and external ... skills with the ability to use these skills to communicate with high net worth clients, intermediaries, and colleagues at all organizational levels.… more