- 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
- Robert Half Finance & Accounting (Menlo Park, CA)
- …on very interesting Tax with a variety of entities (partnership, trusts, HNW individuals, non-profits etc.) in a more quality-of-life environment. We have placed ... many local Tax candidates all who are so happy in this new space! If you are looking for challenging environment, but quality of life pace on an amazing team apply soon for consideration! Responsibilities: -Manage tax and compliance deliverables through… more
- PrincePerelson & Associates (Salt Lake City, UT)
- …services + Proven success in consultative sales and business development with HNW /UHNW clients + Strong personal network of potential clients and referral sources ... + Exceptional communicator skilled in building trust at the highest levels **What's Offered:** + Performance-based compensation with **uncapped income potential** + Warm lead sources and established referral partnerships + Full support from a nationally… more
- JPMorgan Chase (San Francisco, CA)
- …ability to effectively market and sell wealth management products and services to HNW and UHNW individuals and institutions. + A sound knowledge base of investing, ... trust and estates, financial planning, insurance, alternative investments, tax considerations, and other related areas. + A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the… more
- Robert Half Finance & Accounting (Darien, CT)
- …budgets tailored to client needs and objectives. Requirements * Proven experience in HNW tax and partnership taxaccounting, preferably in a family office or related ... environment. * Proficiency in Excel and other accounting tools. * Strong understanding of financial reporting and reconciliation processes. * Knowledge of investment accounting and trust administration. * Excellent problem-solving skills to resolve… more
- CIBC (Chicago, IL)
- …years of experience within the financial services industry, ideally with experience supporting HNW and UHNW clients. + You have experience with loan processing and ... are familiar with loan documentation. + You love to learn. You're passionate about growing your knowledge. You have a strong sense of curiosity. + You are proficient in Microsoft Office with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint + You… more
- Citigroup (New York, NY)
- …to help meet the wealth needs and aspirations of our affluent and HNW /UHNW clients around the world. Its clients receive customized banking services that crosses ... borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. Citi Global Wealth offers a wide range of products and services covering capital markets, managed investments, portfolio… more
- Raymond James Financial, Inc. (Pittsburgh, PA)
- …management products and services to corporate, institutional, and high-net-worth ( HNW ) clients.** **Job Summary** Under general supervision, uses extensive knowledge ... and skills obtained through experience, specialized training and/or certification in the banking industry to ensure compliance with all banking rules and regulations. Coordinates compliance functions, guides compliance efforts, and act as a liaison between… more