- Citigroup (Downey, 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
- JPMorgan Chase (Los Angeles, CA)
- …working with individuals and families ranging from affluent to high - and ultra- high net worth . The successful individual should approach clients with ... 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
- Guardian Life (Sacramento, CA)
- …and client situations where we concentrate our efforts on the high income, high net worth and closely held business owner marketplaces. Our associates ... distribution by working with financial representatives who provide planning strategies to high income/ high net worth or business owner clients. **You… more
- US Bank (Walnut Creek, CA)
- …is responsible for building a team of trust, banking and investment professionals around high net worth clients or client relationships. Responsible for ... or more years of experience interacting with High and Ultra High Net Worth clients **Preferred Skills/Experience** + Thorough knowledge of US Bancorp… more
- Wells Fargo (Irvine, 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 ... Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework....and at all levels of management. + Demonstrate a high level of organizational skills, including time and priority… more
- JPMorgan Chase (Los Angeles, 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 banking, lending, and investments? This is a unique opportunity… more
- Robert Half Legal (San Francisco, CA)
- …San Francisco (close to BART/MUNI). The firm services the estates of many of the Bay Area's high net worth and ultra- high net worth families. The ... projects on time, comfortable working on rush assignments, and dedicated to providing high quality legal work product to law firm clientele. This is an excellent… more
- Robert Half Finance & Accounting (Larkspur, CA)
- …based in Larkspur, California. The job function involves handling tax-related tasks for high net worth individuals, corporations, partnerships, and trusts. ... for a variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize and execute opportunities to minimize… 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 of ... Advisor + Market and implement complex investment solutions in accordance with High - Net - Worth clients' investment objectives. + Identify and develop… more
- JPMorgan Chase (San Diego, CA)
- …a Relationship Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... resilience, and persistence in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop a new book of business and… more