- Commerce Bank (St. Louis, MO)
- …experience required + Proven track record of driving client acquisition and revenue growth in the high net worth and ultra- high net worth ... management sales + Strong understanding of wealth management concepts important to high - net - worth clients, including financial products, services, and… more
- Grant Thornton (Philadelphia, PA)
- …include complex tax returns preparation, estate, and gift tax planning strategies for your high net worth , closely held business and family business clients. ... Your day-to-day may include: + Provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual… more
- Robert Half Management Resources (San Francisco, CA)
- …CFO to oversee the establishment and management of a family office for a high - net - worth individual. This role requires an experienced and detail-oriented ... * Lead the setup and operational framework of a family office for a high - net - worth individual. * Conduct thorough cash flow analysis to ensure financial… more
- Citigroup (Paramus, NJ)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts… more
- Citigroup (Washington, DC)
- …and family offices through Citi Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client ... a dedicated Wealth team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts… more
- HSBC (New York, NY)
- …with Advisors to embed wealth planning as part of HSBC Wealth offering to clients in Ultra High Net Worth as well as Premier clients in Wealth clients + ... with clients and their families, and in particular those in the target Ultra High Net Worth segment + Lead the wealth planners and advisors in ensuring… more
- TIAA (Dallas, TX)
- …Consultant partners with Wealth Management Advisors in delivering client service and supporting high - net worth and complex clients. Working under limited ... supervision, this job operationally leads Wealth Management advisory teams to help high - net worth clients achieve their financial goals. This includes… more
- Neuberger Berman (Dallas, TX)
- …Management business and requires a candidate who can confidently engage with ultra- high - net - worth clients. **Key Responsibilities** **Marketing Duties** + ... and polished demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate, and highly professional + Strong… more
- Robert Half Finance & Accounting (Marin County, CA)
- …financial success and personal well-being. This is an excellent opportunity to lead high - net - worth client relationships and contribute to the firm's ... perks. Responsibilities: + Advise Clients: Act as the lead advisor for high - net - worth individuals and families, delivering tailored financial and investment… more
- Citigroup (Atlanta, GA)
- …experience preferred + Extensive and proven experience in Private Banking having covered the High Net Worth and/or legal market clients. Extensive experience ... and family offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and… more