• Account Executive, Personal Lines ( High…

    HUB International (Encino, CA)
    …Personal Lines insurance experience within a brokerage environment + Must have High Net - Worth /Private Client experience. Experience within the Entertainment ... **THE OPPORTUNITY:** Our service professionals play a vital role in supporting...beyond, and you are fun to be around! + High School Diploma / GED; College degree strongly preferred.… more
    HUB International (07/30/25)
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  • Financial Operations Services Analyst - Leadership…

    City National Bank (Los Angeles, CA)
    …time risk, reporting, and escalation * High Profile and High Net Worth Client and Advisor service * Data driven approach to safety, soundness, ... and leadership abilities of new or recent graduates and high -performing, high -potential colleagues. The goal of the...not limited to: * Operations and client & colleague service support for our 3 business areas: Commercial &… more
    City National Bank (09/13/25)
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  • Senior Client Service Associate - SF!

    Robert Half Finance & Accounting (San Francisco, CA)
    …internal projects and firm priorities as needed Requirements + Proven experience in client service with high net - worth individuals, wealth management, or ... San Francisco-based multi-family office that provides tailored financial solutions to ultra- high - net - worth individuals and families. This firm delivers… more
    Robert Half Finance & Accounting (09/19/25)
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  • Client Service Associate - Reputable RIA…

    Robert Half Finance & Accounting (San Jose, CA)
    …to thrive in a fast-paced environment. Key Responsibilities + Provide high -touch service to high - net - worth clients + Process account openings, ... Description Client Service Associate Location: San Jose, CA Industry: Financial...skills + Excellent written and verbal communication skills + High attention to detail and ability to multitask +… more
    Robert Half Finance & Accounting (09/28/25)
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  • Private Client Manager

    Tiffany & Co. (San Francisco, CA)
    …establishing and executing upon strategies for the acquisition, engagement, retention and growth of High Net Worth clients, in addition to having an ... with a global mindset, strategic in application of impeccable service and bespoke experiences. Through active and ongoing partnership,...* Establishing and reinforcing the Tiffany brand within the High Net Worth client market.… more
    Tiffany & Co. (09/02/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    …well as greater expansion of existing relationships. + Identify, Source and Lead new high net worth client relationships that utilize CIBC's Private Wealth ... effective partnerships and teamwork to ensure a level of service delivery that is professional, seamless and timely. Serve...CIBC Wealth Management growth through the acquisition of new, high net worth and ultra‐… more
    CIBC (07/30/25)
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  • Family Office Client Service Manager

    CIBC (San Francisco, CA)
    …of clientele, ensuring exceptional service delivery and satisfaction. + Interface with High Net Worth Clients and their intermediaries and external ... Service Manager, you will provide customized support to ultra- high - net - worth clients and their family...the ability to use these skills to communicate with high net worth clients, intermediaries,… more
    CIBC (09/16/25)
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  • VP, Investment Counselor - Citi Private Bank

    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
    Citigroup (10/03/25)
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  • Citi Private Bank - Investment Counselor

    Citigroup (Beverly Hills, 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
    Citigroup (09/18/25)
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  • Relationship Manager

    CIBC (San Francisco, CA)
    …doing** As a Relationship Manager, you'll focus on growing direct revenue, retaining high - net - worth client relationships, and expanding business within your ... investment objectives and organizational policies. + Expand your portfolio: Acquire new high - net - worth clients with complex financial needs by engaging… more
    CIBC (09/16/25)
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