- 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
- 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
- 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
- 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
- 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
- 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 (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
- 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
- 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)
- …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 organization. +… more