- Robert Half Finance & Accounting (San Francisco, CA)
- …Qualifications + 3-5+ years of experience in wealth management, preferably with ultra- high - net - worth clients. + Strong communication skills with ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Zions Bancorporation (Irvine, CA)
- …division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services often ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by _American Banker as_ one of… more
- HSBC (Beverly Hills, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus and understanding of the fundamentals of… 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. ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- PennyMac (Moorpark, CA)
- …level items and document system of record with actions taken + Manage high volume, high net worth , complex client accounts + Review pipeline of all loans ... within assigned client segment for invalid stipulations or identification of alternative solutions + Identify and resolve client issues/friction and escalate to management as appropriate + Manage individual service level agreements and turn times on all loans… more
- HSBC (San Francisco, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer and the service teams to build meaningful relationships with high value clients.Professionalism client focus, and understanding of the fundamentals of… more
- JPMorgan Chase (San Francisco, CA)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra- high net worth individuals and families in ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- Robert Half Legal (Irvine, CA)
- …matters, and some large bankruptcies. This firm works with Fortune 100 companies and high net worth individuals on large, complex litigation matters. The ... professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. Robert Half is not… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... services firms and select nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a legal and administrative review of all… more
- AIG (Los Angeles, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... and renewal business. + As a senior member of the team, you will set a high standard of customer service to brokers and clients - providing an example for junior… more