- Robert Half Finance & Accounting (San Jose, CA)
- …and the ability to thrive in a fast-paced environment. Key Responsibilities + Provide high -touch service to high - net - worth clients + Process account ... Description Client Service Associate Location: San Jose, CA Industry: Financial Services / Investment Advisory A rapidly growing investment advisory firm is seeking… more
- Coinbase (Los Angeles, CA)
- …* Experience working in a private family office environment. * Experience working in high - net - worth or executive protection environments. * Located in the ... onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a...who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to… more
- Bank of America (San Francisco, CA)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance… more
- Robert Half Finance & Accounting (CA)
- …operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that manages ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated families… more
- AIG (Los Angeles, CA)
- …including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... senior member of the team, you will set a high standard of customer service to brokers and clients...to offer benefits focused on your health, wellbeing and financial security-as well as your professional development-to bring peace… more
- Wells Fargo (Long Beach, CA)
- …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... written, and interpersonal communication skills + Strong analytical skills with high attention to detail and accuracy + Involvement in extracurricular enrichment… more
- Cedars-Sinai (Los Angeles, CA)
- …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... and steward current and prospective donors and partners to maintain and expand financial support of Cedars-Sinai. They will be responsible for working with an… more
- Charles Schwab (San Francisco, CA)
- …in English and Mandarin is required **Preferred Qualifications** **:** + Experience servicing high net worth clients + Bachelor's Degree + Bilingual ... your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This… more
- HSBC (San Francisco, CA)
- …and weakness, documentation, recommendation + Client facing experience and dealing with Private Bank High Net Worth Clients + Familiar with a credit ... Hedge Funds, Private Equity Capital Call (PECC/Subscription facilities), art, financial sponsors, unlisted shares (privately held stock), Life Insurance Premium… more