- 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
- The Calendar Group (Los Angeles, CA)
- A high-profile UHNW family is seeking an experienced, sophisticated, and deeply connected Estate Manager to oversee multiple properties in Los Angeles and the Santa ... their needs weekly. Qualifications + Minimum 7-10 years of experience managing UHNW or high-profile estates and properties. + Sophisticated taste level with… more
- Wells Fargo (Sacramento, CA)
- …Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients with tailored lending strategies. + Collaborate with Centers of ... products tailored to diverse client needs. + Deep understanding of HNW and UHNW clients, with the ability to structure and tailor lending strategies that align… more
- Bank of America (San Francisco, CA)
- …leadership and advisors around Custom Credit * Strong credit skills (commercial / UHNW ) * Organized and can handle/prioritize several transactions at the same time * ... covenants, etc.) **Desired Qualifications:** * Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds,… more
- Citizens (San Diego, CA)
- …frameworks, policies, and guidelines tailored to high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients + Develop, maintain, and update credit policies and ... procedures to ensure compliance with regulatory requirements and risk appetite + Collaborate with relationship managers, portfolio managers underwriting teams and legal teams to structure appropriate credit solutions + Provide coaching, guidance, and training… more
- Citigroup (Palo Alto, CA)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. **Education:** + Bachelor's/University degree, Master's degree… 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
- City National Bank (Los Angeles, 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
- Citigroup (Los Angeles, CA)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University degree,… more
- Citigroup (Palo Alto, CA)
- …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Series 7 & 66 Required **Education:** + Bachelor's/University… more