• Wealth Strategist

    Bank of America (San Francisco, CA)
    …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... and other material on topics impacting the UHNW client segment, or provide service to clients. + Assist with the retention of UHNW relationships. **Skills:** +… more
    Bank of America (09/11/25)
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  • Advisor Development Program - Financial Solutions…

    Bank of America (San Francisco, CA)
    …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability...interact with banking customers, small business owners and higher net worth clients alike. You'll be able… more
    Bank of America (10/02/25)
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  • Private Banker, PBO

    Citizens (San Francisco, CA)
    …building relationships and supporting growth of deposits. + History of working with high net - worth clientele preferred + Banker qualifications differentiate ... Bank, as a Private Banker, you will have the opportunity to work in service , support, and sales, while creating a world class/white glove experience for our UHNW… more
    Citizens (09/26/25)
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  • Private Banking Representative

    LTD Global (Livermore, CA)
    …Demonstrated experience providing high -level service to clients, including high - net - worth individuals + Problem-solving skills and a customer-focused ... Responsibilities The Private Banking Representative is responsible for providing exceptional service to high -value clients while adhering to established… more
    LTD Global (08/16/25)
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  • Director of Transient Sales - Regent Santa Monica…

    IHG (Santa Monica, CA)
    …revenue by developing and executing strategic sales plans to attract and retain high - net - worth leisure clients, travel advisors, and luxury travel consortia. ... This role demands a passion for exceptional service , a deep understanding of the luxury market, and...field. + Proven ability to lead, motivate, and develop high -performing teams in fast-paced environments. + Strong skills in… more
    IHG (09/10/25)
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  • Senior Client Associate -SF/Remote

    Robert Half Finance & Accounting (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 ... Description Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the...data entry) Requirements + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience… more
    Robert Half Finance & Accounting (09/28/25)
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  • JPMorgan Private Client - Market Director…

    JPMorgan Chase (San Francisco, CA)
    …and develop a team of highly skilled Relationship Managers who nurture and develop high - net - worth client relationships . They provide centralized, high ... role requires strategic thinking, a passion for exceptional client service , and a history of successfully building omni-channel businesses...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
    JPMorgan Chase (09/14/25)
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  • Private Banking Associate Credit

    BMO Financial Group (Newport Beach, CA)
    Develops, manages, retains and grows profitable banking relationships with high - net - worth clients and prospects. Assists in the design, development and ... meet the client's complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to… more
    BMO Financial Group (09/26/25)
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  • CA-WA Private Mortgage Banker

    Wells Fargo (Santa Barbara, CA)
    …and generating referrals + Customer service experience + Experience working with high net - worth clients **Job Expectations:** + This position requires ... will:** + Participate in soliciting residential mortgages from various sources + Produce high quality jumbo loans which are compliant and provide excellent customer … more
    Wells Fargo (10/03/25)
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  • Senior Major Gift Officer - Hybrid

    Cedars-Sinai (Los Angeles, CA)
    …projected goals including generating written gift solicitation proposals as appropriate to prospective high net worth donors. + Oversees, records, manages ... us and make a difference every single day in service of this outstanding work - excellence and innovation...The Senior Major Gifts Officer is expected to maintain high volume of significant donor relationships, meaningful contact and… more
    Cedars-Sinai (09/21/25)
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