- Citigroup (Los Angeles, CA)
- …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 workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you… more
- Coldstream Wealth Management (Seattle, WA)
- …Coldstream, an employee-owned wealth management firm that offers personalized services to high - net - worth individuals and families. Coldstream was founded in ... and preparing tax returns primarily for business entities, but also for high - net - worth individuals + Managing client excise tax compliance + Assisting… more
- Robert Half Legal (Seattle, WA)
- …Seattle office. This role involves crafting tailored estate planning solutions, advising high - net - worth clients on wealth transfer strategies, and providing ... counsel on wealth transfer strategies, including gift and estate planning for high - net - worth individuals. * Advise clients on the administration of trusts… more
- Citigroup (Los Angeles, CA)
- … individuals and family offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... and captures wealth management in the workplace through Citi Global Wealth at Work. Citi Global Wealth at Work is designed to be a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise to help you… more
- Hartford HealthCare (Bridgeport, CT)
- …major fundraising activities. . Cultivate and build relationships with prospects (including high net worth individuals, philanthropic foundations and ... to raise awareness on requesting funds. . Write gift proposals to high - net - worth individuals, corporations and foundations for multi-year pledges with… more
- HUB International (Albuquerque, NM)
- …mutual funds, money manager programs, insurance and financial planning + Depth of experience working with high net worth or ultra- high net worth ... clients + Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro etc) + Highly effective interpersonal, relationship management, and communication skills + Proven success selling business to new and existing clients +… more
- Bank of America (Baton Rouge, LA)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one… more
- Bank of America (San Francisco, CA)
- …retention of UHNW relationships. **Core responsibilities** + Develop wealth transfer strategies for ultra- high net worth (UHNW) individuals and families ( ... net worth $50 million or more) to enhance client relationships and acquire new clients ( **This role does not have any specific client acquisition goals** ). + Design, create and effectively deliver presentation pieces for client meetings and national… more
- Bank of America (Omaha, NE)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... center, you'll interact with banking customers, small business owners and higher net worth clients alike. You'll be able to leverage our relationships with one… more
- Citigroup (New York, NY)
- …delivers solutions to help meet the individual, family and business needs of over 10,000 ultra- high net worth clients around the world. Citi Global Wealth is ... focused on clients with a minimum net worth of $25mm and serves 40% of the world's billionaires and their families. **Responsibilities:** + The role of the… more