- Wells Fargo (Irvine, CA)
- …education **Desired Qualifications:** + Wealth management experience or experience working with HNW clients + Ability to be proactive, innovative and creative in ... meeting client and enterprise needs + Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex client issues + Effective organizational, multi-tasking, and prioritizing skills + High attention to… more
- HSBC (New York, NY)
- …and the planet we all share. As a High Net Worth Relationship ( HNW ) Manager, you will acquire maintain, and grow profitable long-term relationships principally ... focused on High Net Worth individuals. The role owner will be an exceptional team player and client focused individual. This individual will establish new relationships and manage existing relationships to generate new AUM and Gross Revenue. As our High Net… more
- Wells Fargo (Minneapolis, MN)
- …including WIM referral activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset ... management services, including: * Personal trust services * Estate services * Philanthropic services * Closely held asset management * Real estate and loan asset management * Oil, gas and mineral management * Legacy trust services * Special needs trust… more
- TIAA (Wheaton, IL)
- …Portfolio Manager serves as a central point of contact for HNW clients, responsible for overseeing investment portfolios and delivering personalized advice. ... This role involves direct portfolio oversight, regular engagement with clients, and thoughtful implementation of asset allocation strategies. It requires strong market knowledge, client-facing confidence, and the ability to manage portfolios that align with… more
- US Bank (Kansas City, MO)
- …fiduciary advisory). + Minimum of 10 years of experience in HNW /UHNW wealth management (eg, wealth advisory, tax, account administration, management, sales). ... **Preferred Qualifications** + Experience in senior or executive leadership roles. + Specialized knowledge of situs jurisdictions (South Dakota, Delaware, Nevada). **Key Competencies** + Decisive judgment and problem-solving in complex business scenarios. +… more
- Robert Half Finance & Accounting (Los Angeles, CA)
- …years in tax (business management or public accounting) + Strong knowledge of HNW and entertainment-related tax matters + Proficiency in tax software (eg, CCH, ... ProSystem fx) Perks Include: + Employer-paid health/vision/dental + 401(k) match, generous PTO + Hybrid schedule + career development support Apply confidentially to join a respected, growth-focused team. For confidential consideration, please email your… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …debt, and long-term high-quality properties. Backed by institutions, family offices, and HNW investors, they move fast and deliver results. This is a chance ... to work closely with experienced leaders, gain hands-on exposure to fund and real estate operations, and grow in a collaborative, innovative environment. Responsibilities + Support financial analysis, valuations, and performance reporting + Review accounting,… more
- US Bank (Nashville, TN)
- …- 10 or more years of financial planning experience with HNW /UHNW clients **Preferred Skills/Experience** - Insurance consultation and planning experience, including ... overseeing a wealth plan from engagement to implementation - Demonstrated new business development and client acquisition success - Strong understanding of complex financials, trust and estate documents and tax returns - Specialized asset protection and legal… more
- Tiffany & Co. (Chicago, IL)
- …with market Client Relations leaders to develop and execute effective outreach for HNW clients. + Partner with Regional Client Relations teams to better understand ... local asks to proactively propose methods, tools and assets better answer their needs. + Partners with merchandising and Zone High Jewelry teams to meet and exceed client needs and expectations as it relates to HJ assortment. **Developing a community of High… more
- Florida SouthWestern State College (Fort Myers, FL)
- …Officer is charged with identifying, cultivating, soliciting and stewarding highnet-worth ( HNW ) individuals to secure significant financial support for FSW State ... College Foundation. This position manages a portfolio of extraordinary donors and prospects, develops and implements effective solicitation strategies, and fosters long-term relationships to achieve the College's philanthropic objectives. The Philanthropy… more