- Robert Half Finance & Accounting (San Francisco, CA)
- …office headquartered in San Francisco, this firm supports multiple generations of an ultra- high - net - worth family. The team is deeply committed to building ... a critical role in supporting day-to-day financial operations and long-term reporting for high - net - worth family clients. The ideal candidate thrives in an… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering with a well-established multi-family office based in San Francisco that serves ultra- high - net - worth individuals and families. The firm offers a ... for a finance professional who enjoys working in a service -oriented, detail-focused environment. About the Opportunity We're seeking a...This Firm? + Work closely with seasoned professionals and high - net - worth clients + Gain exposure… more
- BMO Financial Group (Los Angeles, CA)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... + Experience working across wealth tiers and designing scalable service models is a plus. + Designations such as...recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit… more
- Neuberger Berman (San Francisco, CA)
- …of client relationships. **Responsibilities:** + Serve as regular point of contact for high net worth clients, endowments, foundations and family offices ... planning, philanthropy, and estate planning. + Provide world-class client service and investment advice tailored to the unique investment...planning. + Expertise in managing the financial needs of high net worth clients. +… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …in business or related field preferred, Master's a plus; CPA preferred -Experience with high net worth individual tax, partnership, trust, estate tax -Strong ... 3 staff) -Excellent communication and client relationship skills Requirements Experience with high net worth individual tax, partnership, trust, estate… more
- JPMorgan Chase (Los Angeles, CA)
- …leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more
- CIBC (San Francisco, CA)
- …be doing** As a Capital Advisor, you'll play a pivotal role in structuring complex credit facilities for High Net Worth (HNW) and Ultra High Net ... **Skills** Analytical Thinking, Business Development, Business Growth Strategies, Client Service , Customer Experience (CX), Group Problem Solving, Investment Advising,… more
- Zions Bancorporation (San Diego, CA)
- …and present complex financial modeling. + Exhibit a track record of building and managing high net worth client relationships, with a proven history of ... active for 70 years and has more than 80 full- service branch offices across the state. This dedication has...the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses.… more
- Gelfand Rennert & Feldman (Encino, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...international tax clearances for touring artists + Assist client service team with other projects, as necessary Qualifications +… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- … business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over 600 ... in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting...international tax clearances for touring artists + Assist client service team with other projects, as necessary Qualifications +… more