- Citigroup (San Francisco, CA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... Private Bank, operates in the affluent and high - net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the… more
- Robert Half Finance & Accounting (Lake Geneva, WI)
- …firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high - net - worth and ultra - high - net - worth clients, ... * Minimum of 5-10 years of experience managing equity portfolios for high - net - worth clients, with preference for additional experience. * Bachelor's degree… more
- Wells Fargo (Purchase, NY)
- …**Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth ... to Special Needs Trust administration + Experience in wealth management with high - net - worth clients of at least five million dollars **Job Expectations:**… more
- CIBC (San Francisco, CA)
- …As a Family Office Client Service Manager, you will provide customized support to ultra - high - net - worth clients and their family offices. Your role ... of clientele, ensuring exceptional service delivery and satisfaction. + Interface with High Net Worth Clients and their intermediaries and external Advisors,… more
- Citigroup (Atlanta, GA)
- …Citi to serve the entire continuum of wealth clients. The unified business supports ultra - high - net - worth individuals and family offices through Citi ... preferred + Extensive and proven experience in Private Banking having covered the High Net Worth and/or legal market clients. Extensive experience in working… more
- CIBC (Chicago, IL)
- …with a heavy emphasis on Excel, Adobe Acrobat, and PowerPoint + You understand high net worth and ultra - high net worth client profiles and ... Thinking, Business, Client Service, Client Support, Communication, Credit, Customer Experience (CX), High Net Worth Individuals, Post-Sales Support, Private… more
- KeyBank (New York, NY)
- …responsible for fulfilling the fiduciary responsibilities of KeyBank by providing client advisory services to Ultra High Net Worth (UHNW) clients with a ... issues, as needed and appropriate **REQUIRED QUALIFICATIONS** + Experience working with high - net - worth clients. + Deep tax, investment, estate planning,… more
- JPMorgan Chase (Atlanta, GA)
- …by partnering with a successful Private Banking team, accountable for identifying and managing high net worth and ultra - high net worth client ... OH Dallas, TX Denver, CO Fort Lauderdale, FL Fort Worth , TX Grand Rapids, MI Greenwich, CT Houston, TX...We are an equal opportunity employer and place a high value on diversity and inclusion at our company.… more
- Wells Fargo (Fort Worth, TX)
- …+ Deliver ongoing education and training to Financial Advisors, equipping them to better serve high - net - worth (HNW) and ultra - high - net - worth ... position is not eligible for Visa sponsorship **Job Locations:** + Dallas TX or Fort Worth TX **Posting End Date:** 16 Oct 2025 **_*Job posting may come down early… more
- BMO Financial Group (San Francisco, CA)
- Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial ... experience thus driving increased profitability, improved share of wallet and Net Promoter Scores. + Provides customized advice and specialized planning services… more