- Citigroup (Merced, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Citigroup (San Francisco, CA)
- …build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery ... expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities to segment partners where appropriate (including, but… more
- Coinbase (Sacramento, CA)
- …* 3+ years of experience managing a client portfolio including institutional clients, high - net - worth individuals, private banking clients, and clients from ... mark on the world, who relishes the pressure and privilege of working with high caliber colleagues, and who actively seeks feedback to keep leveling up. We want… more
- Robert Half Legal (Pasadena, CA)
- …review and execution. * Collaborate with clients ranging from middle-class families to high - net - worth individuals, providing tailored legal solutions. * Work ... closely with the firm's principal, associate attorneys, and support staff to maintain high -quality service standards. * Engage directly with clients to address… more
- BMO Financial Group (Los Angeles, CA)
- …more frequent monitoring may be appropriate. + Understands borrower types typical in the high net worth market and their relation to collateral ownership, ... processes for the bank. Maintains and promotes a client service environment to satisfy and exceed customer needs and...other internal stakeholders. + Maintains and promotes a customer service environment which meets and exceeds customer needs and… more
- Wells Fargo (Long Beach, CA)
- …the **Trust Services** team offers personalized advice and fiduciary services to help high - net - worth individuals and families build, manage, preserve, and ... systems, workflows, and compliance protocols + Contribute to client service initiatives and help resolve inquiries with professionalism **Required Qualifications**… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Jennifer Fukumae is partnering with a wealth management firm dedicated to helping high - net - worth individuals, families, and businesses gain clarity on their ... financial planning and achieve meaningful growth. With a focus on personalized service , strategic planning, and long-term success, the firm fosters strong client… more
- Gavin de Becker & Associates (Los Angeles, CA)
- …+ 3+ years of experience conducting close protection/executive protection operations for high - net - worth clients/at-risk clients. Experience working in one of ... will have these attributes: + Wish to be of service and protect others + Excellent health and fitness,...pass a pre-employment background investigation + Commitment to maintaining high level of attentiveness and energy Note: We are… more
- M&T Bank (Costa Mesa, CA)
- …limited aspects of Global Capital Markets trust or entity administration and servicing of high net - worth private and institutional clients. May serve as ... requests in a timely manner. + Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and… more
- Robert Half Finance & Accounting (Danville, CA)
- …with a Hybrid schedule. Join a firm where you can make a real impact for high - net - worth clients. As an Associate Advisor, you'll take ownership of client ... + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve workflows and… more
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