- Citigroup (Downey, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Citigroup (San Francisco, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- JPMorgan Chase (Los Angeles, CA)
- …comfortable working with individuals and families ranging from affluent to high - and ultra - high net worth . The successful individual should approach ... investing, financial advisory at a broker-dealer, RIA and/or a private bank, affluent/ high - net - worth solutions, and retirement strategies + Bachelor's degree… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …across investment operations, client onboarding, and financial administration for a curated group of ultra - high - net - worth clients. As part of a growing ... Remote (Optional SF Office Access) Jennifer Fukumae is partnering with a boutique, ultra - high -touch wealth management firm supporting some of the world's most… more
- Wells Fargo (San Francisco, CA)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... payments, account openings and closings, and asset transfers. + Demonstrate a high level of organizational skills, including time and priority management. + Deliver… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …multi-family office in San Francisco, known for delivering tailored financial solutions to ultra - high - net - worth individuals and families. With a ... workflows Requirements + Previous experience managing accounting for trusts, LLCs, or high - net - worth individuals + Strong command of GAAP and familiarity… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …recognized wealth management and financial advisory firm that provides comprehensive financial services to high - net - worth and ultra - high - net - ... commitment to client service. Responsibilities: + Act as a primary advisor high volume of clients, offering personalized financial planning and investment advice. +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …building and managing bespoke single-family office platforms for a select group of ultra - high - net - worth individuals, including founders, elite investors, ... family office, RIA, or UHNW environment. + Strong communication skills with high - net - worth individuals and their professional networks. + Familiarity with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …investment office headquartered in San Francisco, this firm supports multiple generations of an ultra - high - net - worth family. The team is deeply committed ... a critical role in supporting day-to-day financial operations and long-term reporting for high - net - worth family clients. The ideal candidate thrives in an… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …partnering with a well-established multi-family office based in San Francisco that serves ultra - high - net - worth individuals and families. The firm offers ... orientation Why Join This Firm? + Work closely with seasoned professionals and high - net - worth clients + Gain exposure to complex financial structures and… more