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Cultivate and maintain strong relationships with high-net-worth individuals, institutional investors, and family offices. With a strong product range and a commitment to excellence, they are seeking a Fundraising/Distribution Specialist to join their team remotely on the US West Coast.
Full-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients.
$63,000 a yearFull-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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At Luxian International Realty, we specialize in designing remarkable and transformative real estate experiences for high-net-worth sports and entertainment clients. The role involves daily tasks related to property management, lease administration, lease agreements, and commercial real estate activities.
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The Agency operation also comprises teams charged with growing our business in key market segments, including the middle-income market, the advanced (high-net-worth) market and select cultural markets.
$150,000 a yearFull-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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Owens Realty Services portfolio includes over 25 million square feet of first class, high profile facilities in Connecticut, Florida, Georgia, Rhode Island, and New York with a value of more than $8 billion in real estate net worth and $30 million in gross annual revenue.
$32.48 an hourFull-timeExpandUpdated 2 days ago - UpvoteDownvoteShare Job
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This role involves providing U.S. tax compliance and advisory services to a variety of clients, including high net worth U.S. persons overseas, globally mobile U.S. persons, non-U.S. trusts, and non-U.S. individuals with U.S. investments.
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Client Acquisition: Spearhead efforts to attract and acquire new clients, focusing on high-net-worth individuals and luxury markets, both domestically and internationally. In this role, you will collaborate closely with key stakeholders to scale the business, leveraging your deep understanding of the luxury market, high-net-worth individuals (HNI), and innovative direct-to-consumer (D2C) strategies.
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In this role, you'll work with high net-worth clients on estate planning and administration, providing strategic advice and developing tailored solutions. Approximately five to seven years of experience in estate planning for high net-worth clients.
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Expertise in estate planning for high net-worth clients, including tax planning for estates, income, and gifts. Thrive in a dynamic, high-paced environment with a commitment to excellence.
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