High Net Worth Financial Services Specialist

Family Relationship Manager Job DescriptionOverviewOur organization is seeking an experienced professional to manage and nurture relationships with high-net-worth family members. The successful candidate will oversee wealth management activities and ensure seamless execution of financial and personal requirements.Key ResponsibilitiesClient Relationship...

Job TitleWe are seeking a seasoned tax professional to lead our team in reviewing and managing complex individual and business tax returns, specifically for High Net Worth Individuals (HNIs).Review and manage federal and state tax returns for HNIs, including individual tax returns (Form 1040) and business entity tax returns (Partnership (1065) and...

Wealth management specialists play a crucial role in helping high net worth individuals, family offices and professionals achieve their financial goals through strategic investments.At our organization, we are seeking a dynamic and driven wealth management professional to join our team. The successful candidate will be responsible for driving investor...

Sales and Marketing Professional - Financial ProductsThe role involves working with affluent individuals to acquire and manage their financial assets, while promoting third-party financial products.Key Responsibilities:Acquire and grow high-net-worth individual clients and their asset under management (AUM)Promote a range of financial products including...

You are as unique as your background experience and point of view Here youll be encouraged empowered and challenged to be your best self You ll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you Your leaders will inspire and help you reach your potential and soar to new heights Every day you ll...

Job Title: Financial Analysis and Accounting SpecialistJob Description:We are seeking an experienced Fund Accounting and Financial Analysis professional to join our Private Equity team. The ideal candidate will have expertise in maintaining accurate financial records, calculating fund Net Asset Values, and coordinating complex financial statements.Key...

Job Description:We are seeking a skilled Financial Services Specialist to join our team. In this role, you will play a key part in supporting the finance department in preparing and reviewing financial reports. This includes monthly, quarterly, and annual financial statements, ensuring accuracy and completeness.Key Responsibilities:Assist in preparation of...

Role xc2xb7 Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category - A priority customersxc2xb7 Sources new bank customers through external individual efforts and acquisition channelxc2xb7 Ensures high levels of customer service orientation and application of bank policyxc2xb7 Cross sells bank products to...

The Company NTT DATA Services is a top 10 global services company and part of the NTT Group a Fortune 29telecommunications and services company based in Japan We operate with 1 40 000 professionals in over 50 countries Every day around the world we help clients explore new ways to respond to market dynamics with flexibility and speed reduce costs with...

Job OverviewAs a Private Equity Senior Analyst, you will be responsible for providing critical support to our team in delivering services for complex fund structures. Your expertise will be essential in maintaining books and records, calculating Net Asset Values, and reviewing financial statements.Required Skills and QualificationsA minimum of 5-7 years of...