- Wells Fargo (Minneapolis, MN)
- …estate settlement processes, and applicable tax considerations + Proven track record managing high net worth client relationships and portfolios + Experience ... is one of the United States' leading providers of financial and investment services. We offer a full range...access to Wells Fargo Bank products and services to high - net - worth and ultra- high -… more
- Citigroup (Boston, MA)
- …experience preferred + Extensive and proven experience in Private Banking having covered the High Net Worth and/or legal market clients. Extensive experience ... offices through Citi Wealth, operates in the affluent and high - net worth segments through Citigold(R)...deep industry specific expertise to help you navigate your financial goals. This position is focused on developing and… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high - net - worth and ultra- high - net - worth clients, ... Requirements * Minimum of 5-10 years of experience managing equity portfolios for high - net - worth clients, with preference for additional experience. *… more
- Robert Half Finance & Accounting (Lexington, KY)
- …Public Accountant with extensive expertise in tax planning and compliance for high - net - worth individuals, trusts, estates, and complex investment structures. ... skills. Responsibilities: * Develop and implement tailored tax planning strategies for high - net - worth individuals, trusts, estates, and complex investment… more
- CIBC (Atlanta, GA)
- …you will support Private Wealth relationship management efforts by delivering exceptional service to high net worth and family office clients. You'll respond ... Hours** 40 **Skills** Client Reporting, Client Service, Cross-Functional Teamwork, Family Office, High Net Worth Individuals, New Accounts, Presentation… more
- Truist (Tampa, FL)
- …is responsible for partnering with Wealth Advisors to deliver Investment Management Services to new High Net Worth ($5+MM in AUM) clients and deepen and ... The Reserve IM 2will deliver advice proactively based upon financial planning and a holistic view of the client's...manager, or other investment-related activities with a focus on high net worth clients. 3.… more
- Signature Aviation (Orlando, FL)
- …protection offering. This role will focus on ensuring the safety, security, and comfort of high -profile and high - net - worth guests as they move through ... in a leadership role, preferably in aviation, hospitality, or high - net - worth client services. + Education:...and supporting our veterans. From your health to your financial wellness, there are several benefits for you and… 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** + ... work ethic, and has an active interest in the financial markets. This role offers a unique perspective on...demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate,… more
- KeyBank (New York, NY)
- …for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net - worth ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- Huntington National Bank (Chicago, IL)
- …in banking, investment management, or insurance products and services for high or ultra- high net worth clients. + NOTE: This position may be considered ... + Securities and life insurance licenses. + Demonstrated success working with high net worth clients. + Proven ability to build strong relationships… more