- Citigroup (San Francisco, CA)
- …team to meet the financial needs of our Affluent and High - Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial ... 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… more
- International Rescue Committee (Oakland, CA)
- …Responsibilities: * Grow and manage a sizable portfolio of high - net - worth individuals by moving the IRC's relationship with each through cultivation, ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within the...* Oversee a portfolio of high - net - worth individuals by moving the IRC's relationship … more
- International Rescue Committee (Oakland, CA)
- …Major Responsibilities: * Manage a dynamic portfolio of 75-100 high - net - worth individuals by moving the IRC's relationship with each through cultivation, ... the ER department, leads on the organization's work with High - Net - Worth Individuals. Positioned within...Major Giving will be a dynamic seasoned fundraiser and relationship cultivator who will work closely with the Senior… more
- PNC (San Francisco, CA)
- …or in the field on a regular basis. The ideal candidate will have extensive experience working with high net worth and ultra high net worth ... to contribute to the company's success. As a Senior Relationship Strategist within the PNC Private Bank organization, you...clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is… more
- JPMorgan Chase (San Francisco, CA)
- …+ A minimum of five years of financial services or service sales experience, established high net worth referral network and strong community presence + ... Are you passionate about building and maintaining high -network worth client relationships across banking,...solutions and delivering an exceptional client experience. As a Relationship Manager in Consumer and Community Banking, you will… more
- HSBC (San Francisco, CA)
- …client recommendations and increasing sales, and building and maintaining valuable relationships with high net worth client portfolios + Expert knowledge in ... communities and the planet we all share. The Wealth Relationship Manager (WRM) works closely with the Wealth ...and the service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of… more
- Citigroup (San Francisco, CA)
- …Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment through the use of financial planning ... to grow portfolio. + Proactively source, acquire and expand high value customer relationship by maximizing sale and service opportunities. + Refer opportunities… more
- Morgan Stanley (San Francisco, CA)
- …Bank, NA is seeking a high potential candidate to help grow our Sales Ultra High Net Worth team serving this client segment (UHNW). The Senior Ultra ... High Net Worth Sales Specialist...transactions and offering constructive alternatives to further enhance overall relationship . Interview prospects & clients in joint meetings… more
- Bank of America (Oakland, CA)
- …advisor. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing ... clients pursue the life they envision through a personal relationship with their advisory team committed to their needs....across the business to increase opportunities for affluent and high net worth client acquisition… more
- US Bank (San Jose, CA)
- …a rewarding career. **Summary** Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, ... financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in...more years of experience in high and ultra- high net worth client wealth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Bonus + Great Benefits About the Company: Independent investment advisory firm advising ultra- high net worth individuals, families, and institutions,, with ... LinkedIn at Robert Half Title: (Senior) Client Analyst / Relationship Manager Location: San Francisco Salary: $90-125k (stretch) +...and growth, enabling a deep understanding of how a High Net Worth (HNW) portfolio… more
- Bank of America (San Francisco, CA)
- …to ensure full compliance with laws, and policies while focusing on the needs of Ultra High Net Worth Families. These managers are client centric leaders in ... Private Wealth Division provides comprehensive wealth management services to affluent and high - net - worth clients along with retirement and benefit plan… more
- CIBC (San Francisco, CA)
- …Senior Client Service Associate executes the more complex transactions required to support high net worth client portfolios, including researching client ... We're building a relationship -oriented bank for the modern world. We need...the ability to use these skills to communicate with high - net - worth clients and colleagues +… more
- JPMorgan Chase (San Francisco, CA)
- …Client Specialist is a sophisticated wealth expert that focuses on holistically serving the wealth needs of High Net Worth and Ultra High Net ... the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management...of: * the banker that manages the overall bank relationship with the client * the Client Specialist, who… more
- Umpqua Bank (Walnut Creek, CA)
- …Managers and Private Client Advisorsin building and growingour relationshipswith new and existing high net worth clients. + **Portfolio Manager** **:** ... place to work by offering a special brand of relationship banking and by providing a culture where associates...assets under management and meet fiduciary objectivesfornew and existing high net wealth clients. + **Private Client… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …encourage cross-selling among service lines. * Use skills such as CCH ProSystem Fx, High - net - worth individual, Federal Income Tax Return, and Income Tax ... * Act as the primary point of contact and relationship manager for clients, their families, and outside service...required. * The candidate must have experience working with high - net - worth individuals. * Experience in… more
- CIBC (San Francisco, CA)
- …Services, Analytical Thinking, Customer Experience (CX), Financial Modeling, Financial Research, High Net Worth Individuals, Investment Banking, Investment ... We're building a relationship -oriented bank for the modern world. We need...Microsoft Office suite (Word, PowerPoint, Excel) + Experience preparing high quality client deliverable documents and presentations. + Extreme… more
- AIG (San Francisco, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... mindset. It will be essential to build effective relationships with brokers and deliver a high customer service standard as an example for the team to follow. + You… more
- City National Bank (Palo Alto, CA)
- …plan to raise awareness and market to target technology and technology-related companies and high net worth individuals. + Continually assess the product ... Banking Manager will collaborate on business development activities with relationship managers and team members in order to acquire...and growing these relationships. + Create and maintain a high profile for CNB in the venture capital and… more
- Citizens (San Francisco, CA)
- Description Citizens Private Bank services a range of clients, including high - net - worth individuals, private equity, venture firms, their managing partners ... Anti-Money Laundering Officer. + Verify the identity of clients that enter into a relationship with the Bank. Required Qualifications: + A Bachelor's degree + One to… more