- Bank of America (Chico, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... strong referral network from across the business to increase opportunities for affluent and high net worth client acquisition and provide access to partners… more
- JPMorgan Chase (Apple Valley, CA)
- …passion for luxury travel and a keen understanding of the needs and expectations of ultra- high net worth clientele. As a Luxury Travel Designer within ... curating bespoke luxury travel experiences and concierge services for ultra- high net worth individuals (UHNWI)...to our clients beyond regular office hours. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… more
- Wells Fargo (Beverly Hills, CA)
- … high -quality, and most complex, custom credit solutions to existing and new clients across the high net worth and ultra- high net worth ... with Financial Advisors to deliver Custom Lending solutions to high net worth clients +...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Citigroup (San Francisco, 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 ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job… more
- CIBC (San Francisco, CA)
- …portfolio of clientele, ensuring exceptional service delivery and satisfaction. + Interface with High Net Worth Clients and their intermediaries and external ... verbal communication skills with the ability to use these skills to communicate with high net worth clients, intermediaries, and colleagues at all… more
- Wells Fargo (San Francisco, CA)
- …tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth ) clients that have investable assets of $10MM **Job ... access to Wells Fargo Bank products and services to high - net - worth and ultra- high -...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Citigroup (Downey, 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 ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. **Job… more
- Robert Half Legal (San Ramon, CA)
- …in San Ramon, California. In this role, you will provide expert guidance to high - net - worth clients, focusing on estate planning, trust administration, and ... Provide strategic advice on estate planning, trust administration, and succession planning for high - net - worth individuals. * Draft and analyze complex estate… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high - net - worth individuals, families, and business owners. This is a ... without ego. Responsibilities + Design and execute advanced tax strategies for high - net - worth individuals, executives, and multi-generational families. +… more
- Robert Half Finance & Accounting (Marin County, CA)
- …financial success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering tailored financial and… more