• Delivery Tax Manager- Global Employer Services,…

    Deloitte (Sacramento, CA)
    …experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning + Bachelor's Degree + One of the ... following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible, one of the other designations listed below based on role requirements and business approval: + Licensed Attorney… more
    Deloitte (07/31/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, CA)
    …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Senior Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.… more
    Citigroup (05/14/25)
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  • Investment Consultant - City National Rochdale

    City National Bank (Beverly Hills, CA)
    …behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High ... markets * Working knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability...clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills *… more
    City National Bank (06/19/25)
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  • Director of Philanthropy, BMO Wealth Management

    BMO Financial Group (Los Angeles, CA)
    …BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) individuals, families, and family ... innovation, and client-centricity. **Qualifications** + 10+ years of experience advising HNW /UHNW clients on philanthropy, estate planning, or related disciplines. +… more
    BMO Financial Group (07/29/25)
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  • Capital Advisor

    CIBC (San Francisco, CA)
    …a pivotal role in structuring complex credit facilities for High Net Worth ( HNW ) and Ultra High Net Worth (UHNW) clients. Supporting Private Bankers, you'll leverage ... are** + **Client-focused:** You prioritize understanding and meeting the needs of HNW and UHNW clients with tailored credit solutions. + **Detail-oriented:** You're… more
    CIBC (07/25/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Los Angeles, CA)
    …officers. Support Sr Wealth Strategist and Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates and Trusts, ... and Wealth Strategist in developing integrated estate and financial plans for U/ HNW clients through partnering with colleagues and COIs. Assist in setting the… more
    City National Bank (06/06/25)
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  • Business Transition & Advisory Strategist

    BMO Financial Group (CA)
    …Planning in BMO for a dedicated resource team to work with HNW /UHNW clients/prospects for transition events. Educate business owners about transition and personal ... planning opportunities. + Engage with business owners to develop, identify and distinguish between their personal goals and financial needs + Empower business owners and families to navigate the transition process and make complex business and personal wealth… more
    BMO Financial Group (08/01/25)
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  • Senior Staff Tax Accountant

    Gelfand Rennert & Feldman (Encino, CA)
    …individual, corporate, partnership, and trust tax returns for preferably entertainment and HNW individuals + Bachelor's degree is required + Familiarity with Go ... Systems or SurePrep Tax Software is a plus + CPA or CPA eligibility is strongly preferred + Organization skills with attention to detail + Capability to learn new systems and process information quickly + Solid interpersonal skills and other key soft skills… more
    Gelfand Rennert & Feldman (07/31/25)
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  • Portfolio Manager

    TIAA (Pasadena, CA)
    …Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. ... This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with… more
    TIAA (07/31/25)
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  • Accountant - Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …+ 2-7 years of accounting experience (public or private) + Exposure to HNW clients, family offices, or complex entity structures (trusts, LLCs, real property) + ... Strong understanding of GAAP and financial reporting + Familiarity with accounting systems, ideally Sage and Bill.com + Detail-oriented, with the ability to manage multiple priorities and deadlines + CPA or advanced degree a plus but not required WHY YOU'LL… more
    Robert Half Finance & Accounting (07/31/25)
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