- BMO Financial Group (Los Angeles, CA)
- …Advisor will serve as the face of BMO's philanthropic advisory platform, delivering strategic guidance to High Net Worth (HNW) and Ultra High Net ... help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience,… more
- Neuberger Berman (San Francisco, CA)
- …of client relationships. **Responsibilities:** + Serve as regular point of contact for high net worth clients, endowments, foundations and family offices ... planning. + Expertise in managing the financial needs of high net worth clients. +...1939, Neuberger Berman is a private, independent, employee-owned investment manager . From offices in 39 cities worldwide, the firm… more
- M&T Bank (Los Angeles, CA)
- …13 years' higher education and/or work experience, including a minimum of 5 years' sales experience in the high net worth or ultra high net worth ... + Complete other related duties as assigned. **Scope of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and… more
- Bank of America (Redding, CA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... interact with banking customers, small business owners and higher net worth clients alike. You'll be able...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… more
- Bank of America (Los Angeles, CA)
- …strategic advice to the Global Wealth & Investment Management line of business on high net worth lending products, services, and regulatory matters including ... **Responsibilities:** + Analyzes legal issues and implications related tohigh net worth lending products and services +...offered a role with Bank of America, your hiring manager will provide you with information on the in-office… 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 ( ... Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your… more
- Volvo Group (Los Angeles, CA)
- RCD - Take To Market, West Coast Location: Fort Worth , TX, US, 76155Bakersfield, CA, US, 93308Mira Loma, CA, US, 91752Phoenix, AZ, US, 85009Commerce City, CO, US, ... and visit customers within territory + Additional responsibilities assigned by manager **Required Competencies** + Familiar with long/short sales cycles + Customer… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …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 ... + Serves a sophisticated UHNW client base with personalized, high -touch service + Known for long-standing client relationships, cross-functional collaboration,… more
- Gelfand Rennert & Feldman (Century City, CA)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... of assigned clients are accurate and assisting the Account Manager or Senior Account Manager in overseeing...firm or 3+ years of general accounting experience + High School Diploma or GED equivalent is required; +… more
- Gelfand Rennert & Feldman (Los Angeles, CA)
- …full-service business management firm for an exclusive assortment of entertainers, executives and select high net worth individuals. Our 30 partners and over ... strong understanding of California payroll laws and regulations, and experience with processing high volume payroll of anywhere from 700 to 3000 employees to join… more