- 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
- Robert Half Finance & Accounting (Greenwich, CT)
- Description Tax Manager - 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
- 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
- Citigroup (Palo Alto, CA)
- …+ 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
- Citigroup (Dallas, TX)
- …+ 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
- 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
- Citigroup (Denver, CO)
- …and Education** + 15+ years of experience + Licensing: Series 7 & 66 (or 63 & 65) & 31 + Extensive and proven experience in Private Banking having covered the UHNW ... **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. Private Bankers are able to add value to clients by building… more
- BMO Financial Group (Newport Beach, CA)
- …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
- M&T Bank (Buffalo, NY)
- **Overview:** Serves as credit and lending expert to High Net Worth ( HNW ) and Ultra-High Net Worth (UHNW) clients and is primarily responsible for sourcing, ... solutions to meet unique borrowing and lending needs of HNW and UHNW clients. + Originate credit leads from...Bank to source customized credit solutions for UHNW and HNW clients. Utilize working knowledge of investment management solutions… more
- Citigroup (San Antonio, TX)
- …as the primary point of contact in providing a world-class experience for HNW and affluent clients with self-directed investment relationships with Citi. + Identify, ... and deepen relationships to gain incremental wallet share of the HNW /Ultra HNW and Affluent segment through superior customer experience. + Provide quarterly… more