- Citigroup (Palo Alto, 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 ... deep industry specific expertise to help you navigate your financial goals. You could access a range of responsive...benefit, or financing, we aim to be your comprehensive financial partner. The Banker is an internally and externally… more
- BMO Financial Group (Los Angeles, CA)
- …diverse background in financial service industry and expert knowledge of the banking services for the high net worth / ultra high net worth ... with data governance standards. + Completes comprehensive analysis for risk, financial and profitability rating and assessments. + Breaks down strategic problems,… more
- JPMorgan Chase (Los Angeles, CA)
- …management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… 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. ... variety of clients, including corporations, partnerships, and individuals with high net worth . * Recognize...rates. * Use Accounting Software Systems and ADP - Financial Services efficiently for various tasks. * Apply knowledge… more
- M&T Bank (Costa Mesa, CA)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the … more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... Tax Software and QuickBooks Online to manage and track financial data effectively. * Collaborate with team members to...preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. *… more
- Wells Fargo (San Francisco, 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 ... applicable law. + Engage clients, advisors and internal partners to deliver a high -touch client experience within a strong risk management framework. + Build and… more
- M&T Bank (Los Angeles, CA)
- …and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra- High Net ... **Education and Experience Required:** **Bachelor's degree and a minimum of 1 years' financial services client service experience, or in lieu of a degree, a combined… 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 ( ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Service to join its elite team. This is a rare opportunity to work with ultra- high - net - worth individuals and families in a fully remote role, supporting the ... wealth management, family office, or RIA environments + Experience working with ultra- high - net - worth clients + Familiarity with Addepar (ideal), Salesforce,… more