• UHNW Associate Banker VP

    Citigroup (Beverly Hills, CA)
    …+ Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on ... Investments + Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events + Assist the Banker in profiling, qualifying and… more
    Citigroup (07/24/25)
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  • Wealth Strategist

    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
    Bank of America (06/12/25)
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  • Sr. Executive Assistant

    Robert Half Office Team (Santa Monica, CA)
    …prior experience in providing executive-level support to an ultra-high-net-worth ( UHNW ) individual. The ideal candidate understands the needs and expectations ... of UHNW clients, can maintain discretion at all times, and...on schedule and prepared for all commitments. Experience supporting UHNW individuals will be a critical asset in maintaining… more
    Robert Half Office Team (07/31/25)
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  • Wealth Strategist (Financial Planner)

    City National Bank (Los Angeles, 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
    City National Bank (06/06/25)
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  • Client Service Associate for Family Office in SF

    Robert Half Finance & Accounting (Palo Alto, 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
    Robert Half Finance & Accounting (08/02/25)
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  • Director of Philanthropy, BMO Wealth Management

    BMO Financial Group (Los Angeles, CA)
    …strategic guidance to High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) individuals, families, and family offices. This role blends technical expertise in ... 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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  • Senior Lead Fiduciary Advisory Specialist - Estate…

    Wells Fargo (San Francisco, CA)
    …activity.​ **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM **Job… more
    Wells Fargo (07/26/25)
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  • Capital Advisor

    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
    CIBC (07/25/25)
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  • JP Morgan Wealth Management - Executive Director,…

    JPMorgan Chase (San Diego County, 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
    JPMorgan Chase (08/03/25)
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  • SVP, Private Banker - Citi Private Bank, Downtown…

    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. + Fluency in foreign language, as required + Creative and innovative +… more
    Citigroup (08/02/25)
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