- Citigroup (San Francisco, CA)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. The Private Bank is ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- International Rescue Committee (Oakland, CA)
- …unit, part of the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within the USA Philanthropy department, ... IRC by engaging, cultivating, soliciting, and stewarding significant, multi-year commitments from high - net - worth individual supporters based in the western… more
- Citigroup (Beverly Hills, CA)
- …enhance its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… 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. ... be supporting the team of Private Bankers covering Asia's ultra- high net worth clients. At...specialists, wealth advisors and lending advisors). Banker Analysts support Senior Bankers to oversee private client relationships by providing… 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 ... support. You will also support Family Office Executives and Senior Relationship Managers in providing exceptional client service. _At...the ability to use these skills to communicate with high net worth clients, intermediaries,… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Wealth Management team. The firm is committed to delivering exceptional service to high - net - worth individuals and families, while fostering a culture of ... Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment...Relationship Management + Serve as a trusted advisor to high - net - worth clients, delivering personalized financial… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …personal fulfillment, and empowerment. These roles offer the opportunity to work with high - net - worth clients, contribute to firm-wide initiatives, and grow ... its Wealth Management team and seeking both Managers and Senior Managers who are passionate about delivering exceptional client...Key Responsibilities: + Serve as a trusted advisor to high - net - worth clients. + Deliver tailored… 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 ... Description We are looking for an experienced Senior Public Tax Accountant to join our team...preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. *… more
- Citigroup (Los Angeles, 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 ... communication skills required in order to negotiate internally and externally at a senior levels. Negotiations will have an impact on the business and are likely… more
- Citigroup (Los Angeles, CA)
- … individuals and family offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more