• Head of Wealth Planning and Advisory

    HSBC (New York, NY)
    …professionals who partner closely with HSBC Private Bank Relationship Managers ( UHNW ) and Wealth Relationship Managers to assist in evaluation client financial ... assets to identify opportunities to maximize client impact and wealth. Inclusive of investment advice, trust and estate planning, as well as giving and social impact utilizing knowledge of tax and investment strategies, securities, insurance, pension plans and… more
    HSBC (09/09/25)
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  • Personal Trust Senior Fiduciary Specialist

    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
    US Bank (09/08/25)
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  • Senior Wealth Management Banker - Professional…

    Wells Fargo (Miami, FL)
    …and 66 exams to qualify for immediate registration + Experience working with UHNW clients + Excellent sales and relationship management skills + Strong knowledge of ... credit and cash management services + Excellent sales advisory and discovery skills + Knowledge of wealth management products and referral partnerships **Job Expectations:** + This position requires SAFE registration at the time of employment. Wells Fargo will… more
    Wells Fargo (09/06/25)
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  • Operations Lead for Venture Capital Firm

    Robert Half Finance & Accounting (Palo Alto, CA)
    …Represent the firm with polish in interactions with executives, investors, and UHNW individuals. Requirements Qualifications + 2-4 years of experience in a startup, ... venture capital, or other fast-paced, entrepreneurial environment. + Strong project management and organizational skills; able to "wear multiple hats." + Experience with Airtable, Notion, Monday.com, or similar platforms. + Prior event planning and executive… more
    Robert Half Finance & Accounting (09/05/25)
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  • PWM Wealth Strategist

    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
    US Bank (09/05/25)
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  • HNW Private Banker

    Citigroup (Dallas, TX)
    …experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and ... transactions / Demonstrated track record in relationship selling / + Demonstrates extensive knowledge of all Citi Private Bank banking and product systems, platforms, tools and capabilities. + Fluency in foreign language, as required / Creative and innovative… more
    Citigroup (09/04/25)
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  • Client Service Associate - Multi Family Office

    Robert Half Finance & Accounting (San Francisco, CA)
    …data (no data entry) Requirements What You Bring: + 3-5+ years in UHNW client service (RIA, family office, private bank, etc.) + Experience navigating complex ... client needs with maturity, discretion, and emotional intelligence + Strong organizational skills, proactive mindset, and high attention to detail + Familiarity with systems like Addepar, Salesforce, and Asana a plus Why work here: + Flexible remote-first work… more
    Robert Half Finance & Accounting (08/30/25)
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  • Special Needs Trust Manager - Fiduciary Manager

    Wells Fargo (Austin, TX)
    …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 services * Managed… more
    Wells Fargo (08/29/25)
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  • Client Service Associate

    Robert Half Finance & Accounting (San Francisco, CA)
    …- because balance matters here. Responsibilities + Act as the main contact for UHNW clients, ensuring requests are handled promptly + Partner with senior leaders on ... strategies and initiatives + Build strong client relationships by anticipating needs + Collaborate with associates and analysts for seamless execution + Support clients with wealth transfer, philanthropy, and tax-efficient strategies + Maintain close ties with… more
    Robert Half Finance & Accounting (08/29/25)
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  • Senior Custom Credit Associate - Private Banking

    M&T Bank (New York, NY)
    …Provides Custom Credit products for high-net-worth (HNW) and ultra-high net worth ( UHNW ) clients to meet client needs. Seeks opportunities to solicit new business ... by expanding wallet share of existing clients and assists in attracting and developing new relationships. Supports the client experience throughout the lifecycle of the relationship from prospecting efforts to payoff. Products supported include, but are not… more
    M&T Bank (08/29/25)
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