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This position often requires travel and extreme professionalism within the high net worth realm of claims. Strong attention to detail, with knowledge of property insurance, fine arts, antiques, high end furniture, fine textiles and rugs, and designer or couture clothing.
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Experience maintaining a Book of Business with High Net Worth or Ultra High Net Worth clientele with $5-$25 million in AUM, preferred. and high performing teams to producing strong outcomes, and thrives in a complex, fast-paced environment.
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Description The Senior Trust Officer (STO) is responsible for advising high net worth clients on their trust and estate administration needs and administering trust accounts for Clarfeld Citizens Private Wealth (CCPW.
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Job Description:A Private Client Services (PCS) Tax Managing Director is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
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McCausland Keen + Buckman , an established, prominent law firm located in Devon, Pennsylvania, serving publicly and privately held businesses, high-net-worth individuals and a host of other sophisticated business clients in the greater Philadelphia area , regionally, and nationally , seeks an attorney licensed to practice in Pennsylvania with 8+ years of experience in business transactional matters and tax law.
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Function : Assumes responsibility for the Business Development and Prospecting of Customers of high net worth branches with Complex Business Customers and Business Products and Services management and operation in an effective and profitable manner.
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Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice toultra- and high-net-worth individuals and families, institutions, and corporations from offices in 30 markets throughout the United States, as well as an office in London.
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As a Senior Associate, you'll work across small businesses, high net worth individuals, as well as a diverse mid-market clientele throughout several industries. Role:A local well-respected public accounting firm with multiple offices regionally is looking to add a Senior Associate to their team.
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We specialize in catering to high-net-worth individuals and have been recognized for our excellence by being awarded the Best Places to Work by the Worldwide Broker Network in 2021.
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Demonstrates a high level of independence based around the needs of high-end business customers. Proof of registration with the registry and verification of a unique identifier as established under the guidelines of the S.A.F.E. Act is required upon hire and/or must be obtained prior to performing the duties of a Mortgage Loan Originator, as defined by the Act. This registration must be maintained annually in accordance with the S.A.F.E. Act.
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Overview: Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
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The Middle Office Team supports Registered Investment Advisors (RIAs), Banks, Money Managers and the SEI Wealth Network by providing exceptional administrative services to high-net-worth clients.
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The Private Client Relationship Manager, along with a Private Client Financial Advisor or High Net Worth Wealth Advisor, and Certified Financial Planners®, create the Citizens Private Client team.
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Supports servicing and related sales enablement activities to drive new client relationships and retain and deepen existing High Net Worth (HNW) and Ultra-High Net Worth (UHNW) client relationships in Wealth Management.
$111,632.42 a yearFull-timeExpandApply NowActive JobUpdated 25 days ago - UpvoteDownvoteShare Job
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Work Experience - 3 to 5 years public accounting tax experience with a Certified Public Accounting firm serving high net worth families or Family Office Services experience desirable.
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high net worth jobs in Malvern, PA
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