- HSBC (Beverly Hills, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... Officer (WRO) and the service teams to build meaningful relationships with high value clients. Professionalism client focus and understanding of the fundamentals of… more
- KeyBank (Tarrytown, NY)
- …open architecture environment. + Demonstrated track record of sales success. + Experience managing a high net worth book of business. + Ability to use: ... and customizes portfolios according to client needs or preferences. Maintains a high level of collaboration with relationship team to ensure that investment advice… more
- Zions Bancorporation (Salt Lake City, UT)
- …A combination of education and experience may meet job requirements. + Experience working with high net worth insurers such as Chubb, AIG Private Client, ... as a collection of great banks under local brands and management teams in high -growth western markets. Zions is regularly recognized by American Banker as one of the… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking a Portfolio Manager to join our team of investment professionals and contribute to the investment… more
- Comerica (Raleigh, NC)
- …business development, portfolio management and underwriting to support the needs of the group and high net worth clients. What we can offer you Comerica ... Companies Position Responsibilities: Increase the bank profitability by providing high quality customer service and cultivating new business relationships while… more
- Robert Half Finance & Accounting (Baltimore, MD)
- …career opportunity in a boutique, challenging, and rewarding environment? A prestigious Ultra- High - Net - Worth (UHNW) family office is seeking an Assistant ... An opportunity to grow your financial acumen in a high -performing family office with exposure to a broad range...eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An… more
- Robert Half Finance & Accounting (Atlanta, GA)
- …a key role in guiding complex tax preparation and review engagements spanning high net worth individuals, partnerships, corporations, and estates/trusts. Key ... tax returns for diverse clients. + Organize supporting work papers and maintain high standards in documentation. + Collaborate within the team and maintain open… more
- Vanguard (Charlotte, NC)
- …Wealth Management division, you will develop tailored strategies that will help our Ultra High Net Worth clients achieve their unique financial goals. You ... clients and manage a book of business which can include high -profile, and influential individuals and families. By communicating Vanguard's investment philosophy… more
- Citigroup (New York, NY)
- …(CPB) that manages assets on a discretionary and advisory basis for high and ultra- high net worth clients. With approximately $70 billion in assets under ... management and advisement globally, CIM manages a broad suite of investment strategies within single and multi-asset class products. CIM is currently seeking an experienced Portfolio Manager to join our team of investment professionals and further strengthen… more
- Neuberger Berman (New York, NY)
- …globally. **Position Overview:** NB Alternatives manages approximately $168 billion for institutional and high net worth clients across a range of commingled ... directly impacting overall investment decisions. In addition, this role will provide a high level of direct interaction with senior personnel on both the investment… more