- Robert Half Finance & Accounting (San Rafael, CA)
- …flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high - net - worth individuals, families, and business owners. This is a ... without ego. Responsibilities + Design and execute advanced tax strategies for high - net - worth individuals, executives, and multi-generational families. +… more
- 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. ... + Provide tax planning and consulting to our firm's high net worth clients for...analytical, technical, and tax accounting/technology skills + Exceptional client service and communication skills with a demonstrated ability to… more
- Citigroup (New York, NY)
- …is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. The position focuses on ... with the businesses' core activities. Quality and timeliness of service provided will affect the effectiveness of own team...the individual, family and business needs of over 10,000 ultra- high net worth clients around… 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 ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong… 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 ... to meet the financial needs of our Affluent and High - Net Worth clients, including a...capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong… 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 + ... families, and in particular those in the target Ultra High Net Worth segment +...disability or medical condition, genetic information, military or veteran service , religion, creed, sex, gender, pregnancy, childbirth, caregiver status,… 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** + ... Professional and polished demeanor, with the ability to represent the team to ultra- high - net - worth clients + Well-spoken, articulate, and highly professional… more
- Robert Half Legal (San Ramon, CA)
- …in San Ramon, California. In this role, you will provide expert guidance to high - net - worth clients, focusing on estate planning, trust administration, and ... The ideal candidate will be passionate about delivering exceptional service and have a strong commitment to precision and...on estate planning, trust administration, and succession planning for high - net - worth individuals. * Draft and… more
- Bank of America (Fort Mill, SC)
- …to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment ... across the business to increase opportunities for affluent and high net worth client acquisition...* Has two years' experience working in the financial service industry and/or a sales environment where goals were… more