- Sikla USA Inc. (San Francisco, CA)
- …Advisory sits in our San Francisco office and is a key relationship management professional for high net worth and ultra- high net worth ... experience (family office, wealth management or other experience working with high net worth families is preferred). Excellent interpersonal and… more
- ICONIQ Capital (San Francisco, CA)
- …Advisory sits in our San Francisco office and is a key relationship management professional for high net worth and ultra- high net worth ... experience (family office, wealth management or other experience working with high net worth families is preferred).Excellent interpersonal and communication… more
- ICONIQ Capital (San Francisco, CA)
- …Vice President of Financial Advisory is a critical member of the relationship management team for high net worth and ultra- high net worth ... of the ICONIQ community.What You'll Do:Serves as the key member of relationship management team and point of contact for clients.Monitor client investment… more
- ICONIQ Capital (San Francisco, CA)
- The Financial Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra- high net worth ... clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.What You'll Do:Prepare client balance sheets and… more
- American International Group (San Francisco, CA)
- …areas including Financial Lines, Property, Casualty, Specialty Lines, Cyber, Multinational Clients, and High Net Worth individuals. We are reimagining how we ... 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 will promote… more
- Women's Funding Network (San Francisco, CA)
- …nonprofit field with a focus on gender and racial equality.Experience working with high - net - worth individuals, family foundations, and other entities that ... highly collaborative, self-motivated, and results-oriented leader and will focus on high -level strategic thinking, team building, and goal setting while also… more
- HealthRIGHT 360 (San Francisco, CA)
- …Officer.Administrative Responsibilities:Establish, maintain and manage a portfolio of approximately 150 high net - worth individuals, families, and private ... Responsibilities:Governance Board and Foundation Board prospect identification, cultivation, and relationship management.Engender a highly engaged and motivated board membership.Administrative… more
- Creative Financial Staffing (Mountain View, CA)
- …proper communication techniques Accurate and timely processing of personal bills for high - net - worth clientele. Reviewing recurring items and processing both ... accounts for service. KEY DIMENSIONS Act as primary point of contact and relationship manager for client, family and outside service providers Deliver monthly and… more
- 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 Mateo, 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
