- Citigroup (Coral Springs, FL)
- …+ Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United States. + Manage ... accounts of high net worth investors and...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more
- Truist (Raleigh, NC)
- …job description:** Provide expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. Participates as part of the ... risk solutions, and family governance solutions. 3. Demonstrated ability to advise and deliver ultra- high net worth families on a wide variety of both… more
- Citigroup (Tampa, FL)
- The Citi Wealth Business provides services for clients in Private Bank with a net worth of $25mm and as well as our Citi Gold and Citi Private Client business ( ... net worth of ~$200k - $1mm). The Wealth...exposure to our senior leaders. You will work on high impact and global projects to further develop your banking… more
- Citigroup (New York, NY)
- Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth clients around the world. Our ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Robert Half Finance & Accounting (Greenwich, CT)
- …and filings + Collaborate with client-facing teams to provide accounting support for high - net - worth individuals and families + Assist with financial ... ideally with public accounting exposure + Experience with wealth management, family office, or high - net - worth clients is a plus + Strong GAAP knowledge and… more
- Citigroup (Chicago, IL)
- …professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra High Net ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- 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 ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… 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 ... legal counsel on wealth transfer strategies, including gift and estate planning for high - net - worth individuals. * Advise clients on the administration of… 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 ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… 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%...dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time… more