- City National Bank (Houston, TX)
- …Advisors and CPAs who are in the business of providing financial investment advice to high net worth clients. Introduce these professional advisors to the ... CNR Private Investment Counseling Service including the CNR portfolio analysis and proposal process...contact with targeted FAs and CPAs to use CNR's High Net Worth services using… more
- Moss Adams LLP (San Francisco, CA)
- …solving complex and interesting business challenges. The Family Office Senior works with high - net - worth families to ensure their complex financial needs are ... reporting/tax basis, and manage/reconcile client data to identify and resolve issues for ultra- high - net - worth family units and related entities \(clients\) +… more
- Neuberger Berman (New York, NY)
- …information + Ability to take initiative and meet clear deadlines + Familiarity with High Net Worth , Mutual Fund, UCITS, SMA, and Sub-advised business ... + Serve as a primary point of contact for high - net - worth clients, addressing inquiries related...and Series 66 required + 2-4 years of client service or support experience in the financial services industry… more
- Robert Half Finance & Accounting (Woodbury, MN)
- …advanced tax strategies and consulting services. This role focuses on advising high - net - worth individuals, successful families, and business owners with ... while leveraging technology to streamline compliance tasks. Key Responsibilities: + Advise high - net - worth families and business owners on complex tax… more
- JPMorgan Chase (San Diego, CA)
- …a Relationship Manager in JPMorgan Private Client, you will nurture and develop high - net - worth client relationships by earning their trust, comprehensively ... in prospecting efforts to expand business. + Maintain a high - net - worth referral network to develop...team environment to deliver bespoke solutions and exceptional client service . + The Securities Industry Essential (SIE) exam, FINRA… more
- Citigroup (New York, NY)
- …the COO and CIO leadership teams. Citi Wealth is a leading provider of financial solutions for affluent, high net worth and ultra- high net worth ... Our goal is to deliver a premier level of service while helping clients preserve, grow and manage their...and implementation of the optimal operating model within a high growth business. This role is responsible for the… more
- UMB Bank (Kansas City, MO)
- The **Senior Private Banker** will source & maintain relationships with high net worth clientele. The Senior Private Banker primarily delivers private ... spend your time:** + Call on prospective and existing high net worth clients to...orientation, and gender identity), national origin, age, disability, military service , veteran status, genetic information, or any other status… more
- Huntington National Bank (Fairlawn, OH)
- …III, as part of Huntington's Private Client Group (PCG) assesses and profiles the high net worth customer's total financial needs and introduces product ... Fiduciary Advisor (CFTA) designation + Demonstrated success working with high net worth banking customers...Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for… more
- Robert Half Accountemps (Walnut Creek, CA)
- …process tax returns for individuals, partnerships, corporations, and trusts with a focus on high - net - worth clients. * Handle sales and use tax filings ... with clients to address tax-related inquiries and provide exceptional service . * Stay informed about updated tax laws and...preparation. * Ability to handle complex tax scenarios for high - net - worth individuals and entities. *… more
- JPMorgan Chase (Los Angeles, CA)
- …leader that delivers the highest quality advice, service , capabilities and products to high net worth individuals and families around the world. We ... a global leader in investment and wealth management. Its clients include institutions, high - net - worth individuals and retail investors in every major market… more