Private Wealth Solutions Expert

Key ResponsibilitiesThe successful candidate will be responsible for developing content that drives advisors' understanding and adoption of private markets and alternative investments. This will involve collaborating with senior Marketing team leaders and Blackstone's business units to create written communications, brochures, videos/scripts, presentations...

Job DescriptionWe are seeking a highly skilled Investor Services Analyst to join our team at The Blackstone Group. As a key member of our Private Wealth Solutions (PWS) team, you will play a critical role in supporting our client coverage team and business initiatives.Key Responsibilities:Support the client coverage team and business initiativesField...

At Corient Private Wealth LLC, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about.Key ResponsibilitiesUnderstanding and ability in all wealth and financial planning processesCollaborate and...

Job Title: Private Wealth Solutions SpecialistBlackstone is the world's largest alternative asset manager. Our mission is to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work.We do this by using extraordinary people and flexible capital to help companies solve problems. Our...

About the RoleCiti Global Wealth is seeking a highly skilled and experienced Private Banker to join our team. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth individuals and families, providing them with personalized wealth management solutions and advice.Key ResponsibilitiesIdentify and pursue new...

Job SummaryWe are seeking a highly skilled Private Banker to join our team at IDB Bank. As a Private Banker, you will be responsible for building and maintaining relationships with high net worth clients, providing them with personalized financial solutions and advice.Key ResponsibilitiesIdentify and pursue new business opportunities with high net worth...

About the RoleWe are seeking a highly skilled Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify prospective clients and cultivate referral...

Key ResponsibilitiesThe VP Portfolio and Wealth Advisory role involves managing client relationships, developing portfolio and wealth strategies, and allocating assets effectively.Key Responsibilities:Conduct in-depth analysis and execute projects for client portfolios, encompassing investment management, wealth transfer, and tax planning.Develop and edit...

About the RoleWe are seeking a seasoned professional to join our team as a Wealth Management Industry Expert. As a key member of our global industry team, you will provide strategic guidance and advisory services to clients in the wealth management industry.Key ResponsibilitiesProvide strategic guidance and advisory services to clients in the wealth...

Wealth Strategist OpportunityThis role is responsible for expanding City National Bank's relationships with high and ultra-high net-worth clients. The successful candidate will partner with Senior Investment Consultants and Financial Advisors to attract new clients and develop client-facing materials in estates and trusts, income taxation, philanthropy, and...

At Blue Owl, we are redefining alternatives in the asset management industry. Our team is dedicated to providing businesses with private capital solutions to drive long-term growth and offering institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance,...

Role OverviewThis is a leadership position within Slalom's global team, focusing on wealth management. The ideal candidate will have extensive experience in the industry, with a proven track record of success in consulting and advisory roles. The role requires strategic guidance and advisory services to clients, including portfolio management, client...

Job SummaryWe are seeking a highly motivated and experienced Sales Specialist to join our Wealth Solutions team in the Americas. As a Sales Specialist, you will be responsible for engaging with North American-based clients and actively hunting and growing new business to achieve revenue targets.Key ResponsibilitiesStructure, negotiate, and close deals,...

Private Wealth Advisor Job DescriptionWe are seeking a skilled Private Wealth Advisor to join our team at The Capital Group Companies, Inc. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key Responsibilities:Identify...

Job Description:Baker Tilly Advisory Group, LP is seeking a highly skilled International Tax Manager - Private Wealth to join our growing International Tax practice. Located near a Baker Tilly office, this role offers a unique opportunity to work with a borderless team of professionals across the U.S. and globally.This talented team addresses pressing issues...

Job SummaryWe are seeking a highly skilled Wealth Management Advisor to join our team at the Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement comprehensive...

Job Title: Wealth Management AdvisorAt Bank of Montreal, we are seeking a highly skilled Wealth Management Advisor to join our team. As a Wealth Management Advisor, you will be responsible for providing exceptional client service and developing long-term relationships with high net worth individuals and families.Key Responsibilities:Develop and implement...

International Tax Manager - Private Wealth Job DescriptionBaker Tilly US, LLP is a leading advisory, tax, and assurance firm that provides clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers.We are seeking an experienced International Tax Manager - Private Wealth to join...

Job DescriptionCiti Global Wealth brings together the full power of 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 and Citigold Private Client and captures wealth management...

Job SummaryWe are seeking a highly skilled and experienced Private Banker to join our team at Citi Global Wealth at Work. As a Private Banker, you will be responsible for providing exceptional wealth management services to ultra-high-net-worth individuals and their families.Key ResponsibilitiesDevelop and maintain relationships with high-net-worth clients,...