- PNC (Walnut Creek, 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 ... clients, preferably with an existing book of business. Current knowledge of local market and centers of influence strongly preferred. **Job Description** + Leads or supports client management activities with clients and prospective clients. Responsible for the… more
- M&T Bank (Costa Mesa, CA)
- …higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth client ... segment Proven track record of implementing wealth management strategies **Education and Experience Preferred:** Securities licensing, CFP, CTFA, CPA designation MBA (Master's degree in Business Administration) or JD (Juris Doctor) M&T Bank is committed to… 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 ... skills with the ability to use these skills to communicate with high - net - worth clients and colleagues + Strong organizational skills sufficient to… more
- CIBC (San Francisco, CA)
- …be doing** As a Capital Advisor, you'll play a pivotal role in structuring complex credit facilities for High Net Worth (HNW) and Ultra High Net ... Worth (UHNW) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit structuring, underwriting, and negotiating to tailor solutions that meet client needs while aligning with CIBC's risk and business objectives. In this… more
- Moss Adams LLP (San Francisco, CA)
- …solving complex and interesting business challenges. The Family Office Senior works with high - net - worth families to ensure their complex financial needs are ... basis, and manage/reconcile client data to identify and resolve issues for ultra- high - net - worth family units and related entities \(clients\) + Analyze… more
- Citigroup (Los Angeles, 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 ... and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you… more
- Citigroup (Los Angeles, CA)
- … individuals and family offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you… more
- Bank of America (San Francisco, CA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one… more
- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national… more
- VNA Health (Santa Barbara, CA)
- …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... as a trusted partner to senior leadership, providing strategic insight and high -level operational support across a range of mission-critical activities. With a… more