High Net Worth Client Relationship Manager

First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...

Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...

Company OverviewThe Global Multi Family Office/RIA seeks a seasoned Senior UHNW Relationship Manager to cater to the Ultra High Net Worth Space. The firm focuses on providing holistic services to its clients worldwide, with over 15B AUM and growing.Compensation PackageThe estimated salary for this position is $250,000 - $350,000 per year, depending on...

Job Overview:Citigroup, Inc. is seeking a Strategic Relationship Manager to join our Private Client Coverage group in New York. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth individuals and families. You will work closely with clients to understand their financial goals and objectives,...

Company Overview: Our client is a leading Global Multi Family Office/RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space, catering to this level of clientele from private banks or RIAs.Job Description: As a Senior UHNW Relationship Manager, you will be responsible for managing existing portfolios...

VIP Account Manager RoleWe are seeking a talented and customer-focused individual to join our VIP team at FanDuel Group. As a VIP Account Manager, you will be responsible for managing a portfolio of high-net-worth customers and providing exceptional service to ensure their loyalty and satisfaction.Responsibilities:Manage and retain a portfolio of High Value...

Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...

About the Job">We are seeking a High-Net-Worth Tax Manager to join our team in New York City or Long Island, NY. The ideal candidate will have 8+ years of experience in tax compliance and a specialization in individual, fiduciary, estate, and gift taxation.">Key Responsibilities">Lead a team in Private Client Services, providing taxation expertise to...

About the RoleWe are looking for a skilled Senior UHNW Relationship Manager to manage a portfolio of high net worth clients and provide expert guidance on investment strategies.Key Performance Indicators• Client satisfaction and retention rates.• Revenue growth and profitability.• Team collaboration and knowledge sharing.Qualifications1. Bachelor's...

About the RoleWe are seeking a highly skilled and experienced Senior Tax Professional to lead our team in managing tax operations for high net worth clients.The successful candidate will be responsible for overseeing all tax preparation, submission, and management of corporate tax returns and reports. Additionally, they will develop and implement effective...

Join us at Brown Brothers Harriman & Co. and embark on an exciting career journey as a Relationship Manager IV. In this pivotal role, you will leverage your expertise to build strong relationships with high-net-worth clients, drive business growth, and deliver exceptional service.About UsAt Brown Brothers Harriman & Co., we prioritize diversity and...

Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...

Tax Manager Job DescriptionThis role involves overseeing tax compliance and consulting for high net worth individuals, partnerships, corporations, and other entities.ResponsibilitiesPrepare and review tax returns, ensuring accuracy and compliance.Bld impactful relationships with clients and maintain firm leadership relationships.Cultivate expertise in firm...

Job DescriptionWe are seeking a seasoned Client Relationship Manager to join our team at City National Bank. This role is responsible for building and maintaining strong relationships with high net worth clients, providing them with customized financial solutions and investment advice.The ideal candidate will have a minimum of 10 years of experience in...

Job Description: High-Net-Worth Individual LiaisonCompany Overview: We are a premier provider of luxury support services to high-net-worth individuals. Our clients require top-notch assistance with their daily lives, and we are seeking a highly skilled and experienced individual to fill this role.Key Responsibilities:Manage complex calendars and coordinate...

Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on criminal defense, matrimonial and civil matters. We are seeking an experienced NYS admitted attorney to handle Matrimonial, Family, and Litigation matters for our high net worth clientele.The ideal candidate will be well-organized, self-motivated, and reliable, with the ability to...

High-Net-Worth Tax Expert WantedKnowhirematch is recruiting a highly skilled Tax Manager to oversee the tax affairs of high-net-worth individuals and entities. This role requires a deep understanding of tax laws, regulations, and strategies to minimize tax liabilities. As a member of our team, you will lead a team of tax professionals, develop tax plans, and...

Role OverviewWe are seeking a seasoned Senior Relationship Manager to join our team, focusing on Ultra High Net Worth (UHNW) individuals. The successful candidate will be responsible for acquiring, maintaining, and growing profitable long-term relationships with HNW/UHNW clients.About the RoleThis is an exceptional opportunity for a motivated individual with...

Career OpportunityBukh Law Firm, PLLC is seeking a highly skilled Family and Litigation Attorney to join our team.The successful candidate will have a proven track record of handling high net worth cases and clientele.Salary: $150,000 - $220,000 per year, commensurate with experience.About the PositionThe Family and Litigation Attorney will be responsible...

Job Description:CPR Security Services LLC is seeking a highly skilled and experienced Security Officer to join our team. This role requires the ability to protect high net worth clients from potential threats and ensure their safety at all times.Salary Estimate:$65,000 - $85,000 per yearMain Responsibilities:Protect high net worth clients from potential...