High Net Worth Account Manager

Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...

Relationship Manager - High Net Worth BankingWe are seeking a skilled Relationship Manager to join our team. As a key member of our organization, you will be responsible for developing and maintaining banking relationships with high net worth individuals.

Job Summary:We are seeking a skilled Wealth Underwriter to participate in the underwriting process of high-net-worth portfolio management initiatives.In this role, you will:Engage in low to moderately complex underwriting activities in support of wealth portfolio management;Analyze opportunities for process improvement within your scope of...

As a high net worth client advisor, you will play a pivotal role in cultivating and guiding affluent relationships.Key Responsibilities:Cultivate and guide high net worth client relationshipsBUILD sales momentum through regular meetings and presentationsOrganize seminars workshops and other business development activities to drive revenue growthMaintain high...

Job Title: HNI ManagerDescription:The ideal candidate will possess a strong background in individual taxation, with experience working on complex tax returns for high net worth individuals. A Bachelor's degree in Accounting or a related field is required, and a Master's degree in Accounting or Taxation is highly beneficial.Bachelors degree in Accounting or...

Job Title: Fundraising Professional for High Net Worth IndividualsAbout this role:We are seeking a dynamic fundraising professional with experience in securing large-ticket donations from high net worth individuals, alumni, and philanthropists. The ideal candidate will have a proven track record of developing and executing successful fundraising strategies,...

Private Client Taxation PositionWe are seeking a skilled tax professional to join our team in providing high-quality services to high-net-worth families, closely held businesses, estates, trusts, and private foundations.The ideal candidate will have experience in business taxation, with a focus on U.S. tax returns and workpapers.Possess strong analytical and...

At our firm, we foster a supportive environment where professionals thrive and grow.We empower clients with innovative solutions to address their accounting, tax, and business needs through strategic planning and execution.Ours is a team of expert tax specialists dedicated to ensuring accurate and timely tax reporting while minimizing or deferring taxes...

About UsWe are an international provider of asset management, fund administration, trust fiduciary and corporate services to mostly corporate but also high-net-worth clients.We have a global network of offices in over 30 countries, with a presence in Hong Kong. Our private ownership allows us to be fully committed to our client's long-term financial needs...

Wealth management plays a pivotal role in helping high net worth individuals and institutional clients achieve their financial objectives.Key Responsibilities:To offer tailored investment solutions to retail and high net worth individual clients based on assigned portfolios.Achieve business milestones by upselling the company's products and enhancing client...