- Citigroup (Loma Linda, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- HUB International (Encino, CA)
- …(brokage experience required) or equivalent combination of education & experience. + Private Client/ High Net Worth experience required. + You have ... 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
- Robert Half Finance & Accounting (San Jose, CA)
- …As a Client Service Associate, you will play a pivotal role in supporting high - net - worth clients and ensuring the smooth operation of portfolio management ... professional development, and operational excellence. Key Responsibilities: + Deliver high -touch service to sophisticated clients + Manage account openings,… more
- JPMorgan Chase (San Francisco, CA)
- …where you'll be at the heart of delivering exceptional wealth management services to ultra- high net worth clients. Join our dynamic and growing team ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Providence (Tarzana, CA)
- …identifying and engaging new prospective donors, with an ability to interact with high - net - worth individuals across diverse backgrounds and interests. + ... Providence provides care throughout Los Angeles County, Orange County, High Desert and beyond. Our award-winning and comprehensive medical...hospice and home care, and even our own Providence High School. Providence is proud to be an Equal… more
- Robert Half Finance & Accounting (Carmel, CA)
- …1120S, and 1065), and trusts. * Offer strategic tax planning advice tailored to high - net - worth individuals and diverse businesses. * Analyze and present ... an amazing career growth tracks! This firm is recognized for delivering high -quality tax and accounting services to an exclusive clientele, emphasizing personalized… more
- City National Bank (Beverly Hills, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address their legal… more
- Citigroup (Riverside, 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 ... financial solutions. + Provide regular value-added engagement with clients- High touch, face-to-face meetings at client's preferred location, consistent… more
- Wells Fargo (Chatsworth, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... for the branch. **In this role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve results, and drive growth of… more