- City National Bank (Los Angeles, CA)
- …the termination department and engage in all aspects of the account close process. Partner with all internal department colleagues in Tax , Fees, Operations, and ... which are includible in a decedent's estate for estate tax purposes. Operate as main point of contact for...needs in high volume environment. Regularly convenes and facilitates client , advisor and family meetings apprising of status. Identifies,… more
- JPMorgan Chase (New York, NY)
- …in order to prudently carry out the firm's fiduciary duties and to provide superior client service. + Ability to partner with client 's other advisors ... The JP Morgan Private Bank offers high net worth individuals and...corporate trustee of a trust, whether created by a client during his lifetime or upon his death through… more
- GRF CPAs & Advisors (Bethesda, MD)
- …problems, resolutions, financial information, tax activity and other business concerns to the client and the partner in charge. + Maintain strong client ... 1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit… more
- UMB Bank (Scottsdale, AZ)
- …financial planners, trust officers and portfolio managers assigned to the practice. + Partner with Private Banking team to deliver clients lending, credit, and ... The ** Private Wealth Management team** serves to manage, protect...a highly integrated team-based approach working to ensure the client 's priorities are at the center of every action.… more
- JPMorgan Chase (Palo Alto, CA)
- …leveraging tax and trust & estate laws knowledge, identifying client engagement opportunities, partnering with field management to establish regional strategies, ... is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas...related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with… more
- GRF CPAs & Advisors (Bethesda, MD)
- …1981. The firm provides outsourced accounting, auditing, risk advisory and consulting, and tax services to an extensive client base, which consists of nonprofit ... time. The OAAS Manager is the liaison between the partner , the client , and the professional staff....5 years or more experience in public accounting or private industry, demonstrating a progression in complexity, scope, and… more
- TD Bank (New York, NY)
- …platform + Responsible for Recommendations of margin vs. SBL + Assists with complex Private Client Wealth deal structuring + Trains and on-boards new WLAs + ... Senior Wealth Lending Advisor is a high-touch point of RIA, advisor and client contact, wholesales and distributes complex custom Private Banking solutions… more
- Truist (Atlanta, GA)
- …refinancings and ancillary credit product approvals. Responsible for ongoing client dialogue, including product partner opportunity identification where ... complex and often leveraged debt transactions for new and existing clients and private equity firms in Commercial Banking, driving, and directing the process and… more
- CIBC (Chicago, IL)
- …Provide trust administration for an assigned group of high net worth accounts. + Partner with Relationship Managers and client service managers to provide trust ... book of trust accounts. In this role, you will partner with front office teams and provide centralized day...ability to build collaborative working relationships with Relationship Managers, Client Service Managers and Private Bankers. +… more
- Bank of America (Melville, NY)
- …along with the power to make a difference. Join us! **Job Description:** Partner with Advisors or Relationship Managers in client solicitation efforts and ... wealth, estate planning, diversification of a concentrated position, philanthropy, private planning business succession, global asset allocation, risk management and… more