- Citigroup (Beverly Hills, CA)
- …**Collaborate closely with internal and external product, operations, compliance, and relationship management teams to deliver seamless end-to-end execution of ... opportunities and working collaboratively with partners across banking, lending, and wealth management .** **Qualifications** **:** **Minimum of 10 years of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … relationship manager for clients, designing and implementing personalized wealth management plans + Coordinate across disciplines including investment ... CFO for a select group of clients, guiding them through comprehensive wealth management strategies. You'll lead client relationships, collaborate with internal… more
- Charles Schwab (Encino, CA)
- …will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you'll grow your ... outstanding investor experience in additional to furthering your own professional development in Wealth Management . **What's in it for you** At Schwab, we're… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Job Posting: Client Service Associate - Wealth Management A boutique wealth management firm located in the heart of Walnut Creek, CA, is ... select group of clients, with a strong emphasis on relationship -building, integrity, and long-term success. With over 15 years...2+ years of experience in client service, preferably within wealth management or financial services. + Familiarity… more
- CIBC (San Francisco, CA)
- …will be discussed at the time of your interview._ **How you'll succeed** **Client Relationship Management & Service Delivery** + Serve as the primary contact for ... We're building a relationship -oriented bank for the modern world. We need...Your role is critical in delivering consolidated reporting, document management , expense management solutions, and comprehensive administrative… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …outcomes. Key Qualifications + 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients. + CFP(R) designation ... first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team...+ Act as primary contact for client communications and relationship management . + Review portfolios and deliver… more
- Bank of America (Beverly Hills, CA)
- …and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management + ... Management + Client Solutions Advisory + Prospecting + Wealth Planning + Analytical Thinking + Oral Communications +...Planning + Analytical Thinking + Oral Communications + Referral Management + Relationship Building + Risk … more
- Robert Half Finance & Accounting (Mountain View, CA)
- …internal teams and external advisors (CPAs, attorneys, etc.) to deliver holistic wealth management solutions. + Oversee client meeting preparation, follow-up ... Description A values-driven wealth advisory firm is seeking an exceptional Planner...analyses, and investment reviews. + Serve as a primary relationship manager for clients, providing proactive communication and thoughtful… more
- Wells Fargo (Irvine, CA)
- …discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services. * ... services within the Banking, Lending, and Trust division of Wealth and Investment Management . Learn more about...high level of organizational skills, including time and priority management . + Collaborate effectively with relationship team… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …personalized wealth strategies. Key Responsibilities + Lead client relationship management , including financial planning, investment strategy, and estate ... work closely with clients to deliver holistic financial planning, investment management , and strategic guidance tailored to each individual's goals and values.… more