- Charles Schwab (Westlake, TX)
- …Complex Reporting Manager will be an Addepar specialist engaging directly with UHNW clients to understand personalized needs and execute solutions. The person in ... range of partners + Bachelor's degree required; 4+ years of experience with UHNW client segment + 7+ years' experience in brokerage or financial services industry… more
- Bank of America (Denver, CO)
- …leadership and advisors around Custom Credit * Strong credit skills (commercial / UHNW ) * Organized and can handle/prioritize several transactions at the same time * ... covenants, etc.) **Desired Qualifications:** * Ability to structure loans to UHNW clients secured by commercial real estate, securities, artwork, hedge funds,… more
- Wells Fargo (Sacramento, CA)
- …Advisors, equipping them to better serve high-net-worth (HNW) and ultra-high-net-worth ( UHNW ) clients with tailored lending strategies. + Collaborate with Centers of ... products tailored to diverse client needs. + Deep understanding of HNW and UHNW clients, with the ability to structure and tailor lending strategies that align… more
- HSBC (Miami, FL)
- …As our High Net Worth / Ultra High Net Worth (HNW / UHNW ) Insurance Specialist/Producer you will: + Identify new business opportunities through trusted partnerships ... and external referral channels + Build and manages relationships with HNW and UHNW clients and their advisors + Work in conjunction with private bankers, wealth… more
- M&T Bank (Paramus, NJ)
- …retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth ( UHNW ) client relationships in Wealth Management. Delivers on the Client Service Value ... to ensure timely processing and exceptional client service and experience for HNW and UHNW clients. The position has direct contact with clients and plays a role in… more
- Vanguard (Charlotte, NC)
- In this role, you will: + Serve as the initial contact for UHNW clients, resolving complex account issues and providing investment guidance. + Use the Professional ... proactive solutions. + Collaborate across teams to maintain and enhance the UHNW client experience. + Document client and team feedback to support continuous… more
- Robert Half Finance & Accounting (Spartanburg, SC)
- …and trust/estate returns + 5-12+ years in public accounting, family office, or UHNW private client tax + Proven ability to handle complex tax planning and ... of K-1s, basis, allocations, multi-state issues + Ability to communicate clearly with UHNW principals and advisors + Experience guiding or mentoring staff + Solid… more
- The Calendar Group (Cresskill, NJ)
- …discreet individual who understands the standards of service expected in a UHNW household. Key Responsibilities + Safely transport the principal to meetings, ... when required. Qualifications & Preferences + Prior experience driving for executives or UHNW clients is strongly preferred. + Deep familiarity with NJ and NYC… more
- Bank of America (New York, NY)
- …Investment Branch Office Compliance Manual. **Responsibilities include:** + Cover UHNW clients with Capital Markets needs, including transactions and implementation ... whether sales, sales-trading, origination, or structuring + Experience working with UHNW clients and Family Offices across Capital Markets solutions + Excellent… more
- Raymond James Financial, Inc. (New York, NY)
- …practices . Broker-dealer supervisory frameworks, retail investment platforms, and UHNW product risks including structured products, alternatives, and advisory ... track record building or transforming risk functions and working with UHNW advisory businesses, structured product platforms, or alternative investments is strongly… more