- Citigroup (Miami, FL)
- ** HNW Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation and utilize that knowledge to develop ... tailored wealth management strategies. HNW Private Bankers are able to add value to clients by building and drawing upon a network of internal resources, often… more
- Deloitte (Sacramento, CA)
- …experience in global mobility compliance or personal income tax and compliance- specifically HNW tax compliance and planning + Bachelor's Degree + One of the ... following active accreditations obtained: + Licensed CPA in state of practice/primary office if eligible to sit for the CPA + If not CPA eligible, one of the other designations listed below based on role requirements and business approval: + Licensed Attorney… more
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Director - HNW / Partnerships. Our client a Wealth Administration firm based in Greenwich, CT is adding to their team. This role works closely with ... the Family Office Services and offers an exciting opportunity to lead and manage high-net-worth tax strategies, oversee partnership taxation, and ensure compliance with financial regulations. If you are an experienced and detail-oriented individual with a… more
- Citigroup (Denver, CO)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... sources of wealth generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. + Build relationships… more
- Citigroup (New York, NY)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity. Is an… more
- Perkins & Co (Portland, OR)
- …To be successful in this role you should have substantial experience working with high net worth individuals and the trust and estate issues that often go hand in ... hand with those types of returns. Of course, it doesn't hurt if you also have some exposure to pass through entities, but that's not essential. If you want to work with a high performing, super collaborative team, we want to hear from you! Work whenever and… more
- World Insurance Associates, LLC. (Iselin, NJ)
- …+ Minimum Requirement: Must be Property & Casualty, Personal Lines licensed in NY or NJ at least 5 years - with a minimum of 5 years work experience + Strong ... knowledge in Personal lines servicing experience including remarketing and new business placement. + Demonstrated experience in High-Net Worth. + Strong functional knowledge of Excel specific to creating, formatting, and evaluating formulas and working within… more
- Citigroup (San Francisco, CA)
- …+ Actively identify prospects and establish contact with them/convert prospects into clients. + Demonstrate an in-depth understanding of clients' businesses and ... The Senior Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and the business. Recognized subject matter expert within one area. Strong commercial awareness is a necessity.… more
- Edward Jones (St. Louis, MO)
- …a new wealth management offering tailored to meet the unique needs of high-net-worth ( HNW ) clients and we need your help launching this new offering and brand, ... The Edward Jones Generations (TM) team provides an end-to-end, HNW client experience by partnering with our branch teams...home office and external 3rd party partnerships to serve HNW with complex needs. **What You Will Do:** +… more
- BMO Financial Group (Chicago, IL)
- …wealth planning for High Net Worth / Ultra High Net Worth ( HNW /UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge ... their overwall wealth planning needs. Supports the growth and retention of HNW /UHNW client assets through specialized planning solutions that help to broaden the… more
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