- JPMorgan Chase (San Diego County, CA)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net ... counsel, offers attractive wealth management solutions, and delivers a high level of service . As a Client...you will focus on addressing the wealth needs of High Net Worth and Ultra… more
- Bank of America (El Segundo, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... phase as an advisor + Builds relationships with internal service providers based on client needs and asset thresholds...across the business to increase opportunities for affluent and high net worth client acquisition… more
- Citigroup (Beverly Hills, CA)
- …its ability to build relationships with, and service the investment needs of ultra- high net worth clients in the US. **Responsibilities:** + Investment ... and highly accomplished at establishing, growing and managing investment relationships with ultra- high net worth clients.They should be experienced in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … to join its elite team. This is a rare opportunity to work with ultra- high - net - worth individuals and families in a fully remote role, supporting the ... clients. Position Overview This role sits between junior client service staff and senior directors, supporting high -touch...family office, or RIA environments + Experience working with ultra- high - net - worth clients + Familiarity with… more
- CIBC (San Francisco, CA)
- … Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client inquiries ... also provides oversight on some aspects of the Client Service Associate's responsibilities. **_At CIBC we enable the work...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- Tiffany & Co. (Santa Clara, CA)
- …Regional and Global High Jewelry selling events. + Prospecting and developing existing High Net Worth clients. + Maintain knowledge of the local jewelry ... experiences for Tiffany clients. Such work will be in service of achieving and exceeding commercial targets and gaining...+ Strong diplomacy skills and experience building relationships with High Net Worth clients +… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …team. This is a fantastic opportunity for an experienced advisor to manage high - net - worth relationships, deliver holistic financial planning, and contribute ... Advisors are empowered to build deep relationships and provide high -touch service that reflects this philosophy. Position...as a trusted advisor to a growing portfolio of high - net - worth clients. You'll deliver tailored… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …This is an exciting opportunity for an experienced advisor to manage high - net - worth relationships, deliver comprehensive financial planning, and contribute ... Advisors are empowered to build meaningful relationships and deliver high -touch service that aligns with this philosophy....as a trusted advisor to a growing book of high - net - worth clients, providing tailored financial… more
- JPMorgan Chase (San Francisco, CA)
- …that delivers the highest quality advice, service , capabilities and solutions to Ultra High Net Worth individuals and families around the world. Through ... program whereby you will be supporting the team of Private Bankers covering Asia's ultra- high net worth clients. At the end of the three-year program, top… 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
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