- Bank of America (Dallas, TX)
- …servicing existing client assets and assisting with the prospecting of ultra- high - net - worth and institutional investors. **Responsibilities:** Developing a ... + Collaboration + Presentation Skills + Prospecting + Referral Management + Wealth Planning + Referral Identification **Shift:** 1st shift (United States of America)… more
- Robert Half Finance & Accounting (Dallas, TX)
- …+ Family office or multi-family office background strongly preferred + Expertise in high - net - worth structures, estate planning, and compliance + Discreet, ... principals, manage a diversified portfolio, and play a key role in multigenerational wealth planning. The position offers a competitive base salary and a generous… more
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