- Wells Fargo (Los Angeles, CA)
- …environment + Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business + Experience building ... role you will:** + Coach, develop and build a high performing team to execute on business strategies, achieve...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … more
- Wells Fargo (Huntington Beach, CA)
- …environment * Experience and knowledge in coaching across customer segments, including affluent, high net worth , and small business * Experience building ... role you will: * Coach, develop and build a high performing team to execute on business strategies, achieve...+ Paid time off + Disability benefits + Life insurance , critical illness insurance , and accident … 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …its growing team. This firm is known for delivering bespoke financial services to ultra- high - net - worth individuals and families, offering a full suite of ... is composed of dedicated professionals who thrive in a supportive, high -performance environment. Position Overview The Senior Client Service Associate will serve… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment operations, client onboarding, and financial administration for a curated group of ultra- high - net - worth clients. As part of a growing team that ... in my network. Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated… 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...proficient user of Word, PowerPoint, and Excel FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19… 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. + ... Plan with employer matching, health care benefits (medical, dental, vision), life insurance , disability insurance , time off benefits (paid parental leave,… 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
- HSBC (Irvine, 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
- 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