- Anchor Talent and Consulting LLC (Austin, TX)
- …Access and QuickBooks Experience supporting high net worth or ultra high net worth clients is required Bachelor's degree in Accounting or ... been exclusively retained by a boutique CPA firm in Austin, Texas that specializes in ultra - high net worth individuals and family offices. The firm is… more
- Goldman Sachs, Inc. (Houston, TX)
- …planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra - high net worth and high net ... worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology,… more
- Bank of America (Houston, TX)
- …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
- Bank of America (Dallas, TX)
- Ultra High Net Worth Portfolio Strategist Dallas, Texas **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Dallas/ Ultra - High - Net - Worth -Portfolio-Strategist\_25014318-2) **Job Description:**… more
- Vanguard (Dallas, TX)
- …accordance with all applicable Human Resources policies and procedures. Deepens loyalty with existing Ultra High Net Worth clients by anticipating needs ... directly influence the Wealth Management mission: Be a trusted partner to our ultra -clients and their families, giving them the best long-term outcomes so they can… more
- Truist (Dallas, TX)
- …America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra - high net worth ... demonstrated ability to manage a portfolio of high net and ultra - high net worth clients with complex credit and banking needs * Successful track… more
- Citigroup (Houston, TX)
- …enhance its ability to build relationships with, and service the investment needs of ultra - high net worth clients in the US. **Responsibilities:** ... and highly accomplished at establishing, growing and managing investment relationships with ultra - high net worth clients.They should be experienced in… more
- Truist (Houston, TX)
- …team is comprised of Wealth Advisors and Wealth Associates managing portfolios of affluent, high net worth and ultra - high net worth , ... leader and the team as credible and capable financial partners to high net worth and ultra - high net worth clients * The ability to develop… more
- Comerica (Dallas, TX)
- …Private Banking AdvisorThe Private Banking Advisor will serve as primary relationship advisor for high net worth and ultra - high net worth , ... estate and tax planning, cash flow analysis and budgeting, and risk management to ultra - high net worth clients. Uses advanced credit knowledge to help… more
- Wells Fargo (Austin, TX)
- …laws and tax provisions + JD, LLM, CFP or CTFA designations + Experience working with UHNW ( Ultra High Net Worth ) clients that have investable assets of ... Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high - net - worth and ultra - high - net - worth individuals and… more
