- Robert Half Finance & Accounting (San Francisco, CA)
- …three active funds. Capital is sourced from institutional investors, family offices, and ultra - high - net - worth individuals. With a broad investment ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Bank of America (Denver, CO)
- …to structuring highly customized credit solutions to meet the unique needs of our ultra - high - net - worth clients. **Responsibilities:** * Leads the growth ... of funded loans and revenue, while mitigating risks and adhering to regulatory requirements * Develops, deepens, and sustains relationships with market leadership, Advisors, and clients, while building credibility * Creates a client-centric culture by applying… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA ‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Citigroup (Denver, CO)
- …the Investment Associate is to provide a wide variety of service and investment advice to an Ultra High Net Worth client base within the United States. ... The position focuses on servicing clients of Citi Private Bank by understanding their investment objectives and working in partnership with senior team members to deliver investment solutions. + Help support the senior members of the investment team in their… more
- Robert Half Finance & Accounting (Darien, CT)
- …In this role, you will manage financial activities for a select group of ultra - high - net - worth clients, including trusts, partnerships, and investment ... are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits. net for more information. (C) 2025 Robert Half. An Equal Opportunity Employer.… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth ("UHNW") clients. As part ... of their responsibilities, professionals on the Team develop research-driven strategic and tactical trading ideas; interact with Financial Advisors to provide advice on portfolio hedging and positioning based on client's objectives and risk tolerance; and… more
- Bank of America (New York, NY)
- …unit responsible for originating, structuring, positioning, and executing transactions for both retail and Ultra High Net Worth clients based across the ... Americas. Focus on over-the-counter and securitized cross-asset products with embedded vanilla or light-exotic optionality on equity, commodities, currencies, interest rates and hybrid underlying assets. The successful candidate will be a well-rounded… more
- Truist (Houston, TX)
- …shift (United States of America) **Please review the following job description:** Manage and prepare Ultra High Net Worth (UHNW) financial and estate ... plans using their background and strong technical planning expertise to enhance client retention, drive positive client outcomes, and significantly contribute to impact revenue. Working with multi-generational, complex client and prospect families, provide… more
- JPMorgan Chase (New York, NY)
- …business is a leading mortgage provider to Ultra High & High Net Worth Global Private Bank clients servicing our global clients for their residential ... directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the… more
- City National Bank (Pierre, SD)
- …financial experience preferably in Investment Management * 2 years of experience in the High Net Worth or Ultra High Net Market markets * 2 + ... investment and /or HNW related experience. * Experience in the High Net Worth or Ultra High Net Market markets * Working knowledge of financial… more