- City National Bank (Beverly Hills, CA)
- …is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra - high net - worth (UHNW**) clients. Helps to attract new ... customized strategy explanations that are consistent across the enterprise and of high quality. * Participate and/or lead client meetings and work within a… more
- JPMorgan Chase (Palo Alto, CA)
- …Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra - high net worth clients. Join our dynamic and growing ... of client service and make your mark by delivering high -quality support and innovative financial solutions. As a Client...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- JPMorgan Chase (San Francisco, CA)
- …work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra - high net worth individuals and families ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- City National Bank (Irvine, CA)
- …group, you will help deliver tailored financial solutions to high - and ultra - high - net - worth families, select professional services firms and select ... nonprofits. Exceptional, customized service and integrated solutions and strategies, investment management, trust and wealth planning set this team apart. *WHAT WILL YOU DO?* * Perform a legal and administrative review of all potential new business. * Meet… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA ‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Bank of America (Los Angeles, CA)
- …environment + Certified Treasury Professional certification or equivalent and knowledge of Private Bank and ultra high net worth client base a plus ... **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic… more
- Citigroup (San Francisco, CA)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more