- Bill and Melinda Gates Foundation (Seattle, WA)
- …family offices, and a range of organizations/institutions. Managing a portfolio of UHNW philanthropist partnerships to ensure 8+ figure portfolio targets are reached ... Attributes + Strong networks within US philanthropic communities, particularly among UHNW , tech entrepreneurs, next-gen donors, and social impact investors. +… more
- Wells Fargo (Dallas, TX)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... Experience working within the High Net Worth (HNW) Ultra High Net Worth ( UHNW ) space + Knowledge and understanding of financial and estate planning, fiduciary/trust,… more
- Wells Fargo (York, PA)
- …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
- 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 (San Francisco, CA)
- …activity. **Trust Services** Trust advisors discuss the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, ... tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW (Ultra High Net Worth) clients that have investable assets of $10MM **Job… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Headquartered in San Francisco with easy BART access + Serves a sophisticated UHNW client base with personalized, high-touch service + Known for long-standing client ... excellence. Key Responsibilities: + Act as the day-to-day contact for a portfolio of UHNW clients + Execute requests promptly and with a high level of accuracy +… more
- CIBC (San Francisco, CA)
- …facilities for High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) clients. Supporting Private Bankers, you'll leverage your expertise in sophisticated credit ... You prioritize understanding and meeting the needs of HNW and UHNW clients with tailored credit solutions. + **Detail-oriented:** You're skilled in… more
- Citigroup (New York, NY)
- Citi Wealth services a large number of UHNW relationships across the globe providing a range of solutions to help clients achieve their financial goals. The Head of ... closely with Private Bankers and client facing teams to provide expertise on UHNW Wealth topics. + Strategy Definition and Implementation - Define the operating and… 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
- Comerica (Walnut Creek, CA)
- …to adhere to an advanced calling strategy targeting the HNW and UHNW marketplace within our Alliance arrangements, successfully close opportunities and help onboard ... new accounts and set appropriate activity goals to meet revenue projections. This role will also be responsible for maintaining a high standard of business ethics, collaboration and teamwork as well as developing productive partnerships within Comerica and… more