- Bank of America (San Francisco, CA)
- …Wealth Strategist, part of Merrill's Strategic Wealth Advisory Group, works with UHNW individuals and families to provide objective insights aimed at aligning ... in client solicitation efforts and generating wealth transfer strategies for our UHNW clients and prospects. Develop recommendations and assist Advisors to implement… more
- City National Bank (Beverly Hills, CA)
- …expanding City National Rochdale's (CNR) relationships with its high ultra-high net-worth ( UHNW **) clients. Helps to attract new prospective clients to CNR by ... Wealth Strategist team in the development of HNW and UHNW client facing materials in the areas of Estates...sophisticated wealth planning strategies in areas of interest to UHNW clients. * Submit for peer review all client-facing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Headquartered in San Francisco with easy BART access + Serves a sophisticated UHNW client base with personalized, high-touch service + Known for long-standing client ... excellence. Key Responsibilities: + Act as the day-to-day contact for a portfolio of UHNW clients + Execute requests promptly and with a high level of accuracy +… more
- CIBC (San Francisco, CA)
- …facilities for High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit ... You prioritize understanding and meeting the needs of HNW and UHNW clients with tailored credit solutions. + **Detail-oriented:** You're skilled in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex ... client needs with maturity, discretion, and emotional intelligence + Strong organizational skills, proactive mindset, and high attention to detail + Familiarity with systems like Addepar, Salesforce, and Asana a plus Why work here: + Flexible remote-first work… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …- because balance matters here. Responsibilities + Act as the main contact for UHNW clients, ensuring requests are handled promptly + Partner with senior leaders on ... strategies and initiatives + Build strong client relationships by anticipating needs + Collaborate with associates and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close ties with… more
- Wells Fargo (Pasadena, CA)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management * Legacy trust services * Special needs trust services * Managed… more
- Zions Bancorporation (Irvine, CA)
- …of production goals, providing advice and guidance on team engagement for HNW and UHNW clients. + Ensure they are adhering to leading with financial planning with ... all clients/prospects and working with other wealth professionals (portfolio managers, fiduciary officers, and wealth planners) on client relationships. + Ensure compliance with policies, procedures, and regulations. + Coordinate the development of new… more
- JPMorgan Chase (San Francisco, CA)
- …to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, trust and ... estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization. +… more
- City National Bank (San Francisco, CA)
- …with clients and investment colleagues. * Prior success in the HNW or UHNW market * Excellent communication skills * Self-motivated and self-disciplined * Strategic ... thinker, able to assess and recommend a course of action * Highest level of both personal and professional demeanor and ethical behavior *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $101,231 - $172,355 per year. Exact compensation may vary based… more