- 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 ... division within the bank that offers comprehensive financial services to affluent, high - net - worth individuals, families, and businesses. These services… more
- 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 estates with a focus on planning experience for UHNW families and individuals + Strong Tax , legal research and writing skills + Series 7 & 66 or the ability to… more
- City National Bank (Beverly Hills, CA)
- …This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra- high net - worth (UHNW**) clients. Helps to ... events, understand client's family dynamics, and educate clients on tax risks. May work with clients to understand their...explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and… more
- Robert Half Legal (Los Altos, CA)
- …sessions related to estate disputes when necessary. * Develop customized plans for high - net - worth individuals and families, addressing complex estate needs. ... will specialize in trust and estate planning, probate administration, and estate tax strategies, providing tailored legal solutions to meet the unique needs of… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …serve as a key relationship manager and trusted advisor to a select group of ultra- high - net - worth individuals and families. This firm is known for delivering ... and tax planning concepts + Leadership experience in fast-paced, high -accountability teams + Proficiency with Microsoft Office; familiarity with CRM systems (MS… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Client Service Associate to join its team. This firm specializes in serving ultra- high - net - worth individuals and families, offering a comprehensive suite of ... in high -growth environments. + Familiarity with estate planning and tax strategies. + Responsiveness to client communications, ideally within the same business… more
- City National Bank (Irvine, CA)
- …National's Private Banking group, you will help deliver tailored financial solutions to high - and ultra- high - net - worth families, select professional ... directions, receipt of assets, reporting correct cost basis and tax acquisition dates, missing form and signatures, etc.). *...an emphasis on retaining business * Familiarity with state tax laws, income taxation with respect to trust investment… more
- Umpqua Bank (Irvine, CA)
- …Pursues business development opportunities to establish, maintain, and build relationships with high - net - worth clients.This is first and foremost a sales ... needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role is to pursue… more
- VNA Health (Santa Barbara, CA)
- …messaging and engagement strategies to meet the needs of diverse stakeholders, including high - net - worth donors, board members, and executive leadership. + ... as a trusted partner to senior leadership, providing strategic insight and high -level operational support across a range of mission-critical activities. With a… more
- Robert Half Finance & Accounting (San Francisco, 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 ... in my network. Jennifer Fukumae is partnering with a boutique, ultra- high -touch wealth management firm supporting some of the world's most sophisticated… more