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Summary: The Calamos Wealth Management (CWM) Client Service Specialist is responsible for providing front-line service to high net worth clients and acts as a liaison to the Wealth Management Wealth Advisor team.
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We offer Corporate Banking services to international companies in the American market, and Private Banking services primarily to Latin American high net worth individuals and families. Contributes to proposal preparation (including but not limited to financial analysis, market analysis, project features) about transactions to obtain approval from Credit Committees consistently with Banco Sabadell's Structured Finance strategy.
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RSM is currently seeking an experienced Tax Partner to join our high net worth tax practice. Strong experience with high net worth clients (personal taxation, trust taxation, estate & gift taxation, charitable taxation, with exposure to flow through entities and partnership taxation and corporate taxation, including State & Local income (SALT)/Franchise tax for multi-state filers.
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The CE brings thought leadership and credit expertise to structuring highly customized credit solutions to meet the unique needs of our ultra-high-net-worth clients. Expertise in engaging with Product Specialist Executives (real estate, art, yacht, hedge funds) to assess and collaborate on best structure for loans.
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Well networked into the High Net Worth individual, and the local philanthropy scene. Work Experience: 5+ years retail sales management experience in a similar role, preferably within a high-end luxury accessories boutique, experience opening a new store preferred but not required.
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Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Rely on our sales team to gradually build your roster of high-net-worth clients within the first year.
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Jeff D. Hackmeier & Associates, Inc. has been providing insurance solutions to high net-worth individuals in South Florida and throughout the United States since 1978. High school diploma or GED required.
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Prepare monthly financial reports for high-net-worth individuals and their families. Provide excellent customer service to high-net-worth individuals and their families. Assist senior accountant and managing director with the execution of key projects spanning many strategic areas including investments, estate planning, taxes, philanthropy, Art, and physical asset management.
ExpandApply NowActive JobUpdated 3 days ago - UpvoteDownvoteShare Job
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Ability to exercise discretion when working with high net worth families, high profile families, and families in conflict. Classification: Full-time; Hybrid on site and WFH. Position Hiring For: Legal Administrative Assistant for Two Attorneys.
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Tax Technology Manager - High Net Worth (100% Remote) Founded in 2022, our client, a stealth AI start up is looking to add Tax talent for involvement in the development of an industry leading tax engine focused on ultra, high net worth individual tax.
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Leverage World's incredible platform to bring risk management solutions to individuals and business owners - At World, you will have access to the resources to help any client solve any challenge including traditional commercial lines insurance, high net worth / private client, employee benefits, human capital and payroll outsourcing, and retirement financial services.
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Working with our Private Company Services Personal Financial Services practice will provide the opportunity to help High Net Worth Individuals & private wealth management structures with a range of advisory needs such as audit, tax compliance, & planning to improve their operational efficiency & free up time to be spent focusing on personal wealth strategy.
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Our client is a first-class consumer services company providing full-service concierge services to Fortune 500 companies and high-net-worth individuals with multiple locations across the US.
$130,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.
$50,000 - $60,000 a yearFull-timeExpandApply NowActive JobUpdated 5 days ago - UpvoteDownvoteShare Job
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Our team helps our clients design and implement personal and customised service plans that are unique to privately owned entities, entrepreneurs, and high net worth individuals. CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity.
$200Full-timeExpandApply NowActive JobUpdated 5 days ago
high worth jobs in North Bay Village, FL
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