Personal Assistant to UHNW Individual - San Francisco, CA

· UHNW Wealth Management Senior Relationship Manager- Asia · We are looking for a Senior Relationship Manager to join our team catering to UHNW clients for the Asia market. The ideal candidate will have a strong understanding of the Asian market and a proven track record of succ ...

+Job summary+ +The Private Wealth Strategist works with UHNW individuals and families to provide objective insights aimed at aligning financial and estate strategies with their goals.+ · +Core Responsibilities+ Develop wealth transfer strategies for ultra-high net worth (UHNW) in ...

Job Description: · Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializin ...

The Role:Russell Tobin & Associates is currently recruiting for either an Associate or Sr Analyst to join up with our client a multi-family office out of the San Francisco Bay Area.This individual will be joining up with their Family Office Advisory team tasked with working direc ...

Our client is recruiting an individual to join their Client Development team responsible for sourcing and onboarding ultra-high net worth clients. · ...

· Job Description · Our client is seeking an Executive Personal Assistant to join their growing Private Family Office in San Francisco. In this role, you will be responsible for ensuring the Principal's day-to-day runs smoothly and efficiently. This is a high-touch, highly trust ...

We are recruiting for top tier advisors and teams in the Boston market. · Excellent opportunity to move to one of the nation's top firms and be a leader in the market. · - A global book of clients from $200MM - $2BB+ in assets. · - Hunter's mentality and will work effortlessly to ...

We are recruiting for top tier advisors and teams in the Boston market. · Excellent opportunity to move to one of the nation's top firms and be a leader in the market. · - A global book of clients from $200MM - $2BB+ in assets. · - Hunter's mentality and will work effortlessly to ...

We are recruiting for top tier advisors and teams in the greater San Francisco/Bay Area. · Fantastic opportunity to move to the nation's strongest boutique and be a leader in the market. · - A global book of clients from $200MM - $2BB+ in assets. · - Hunter's mentality and will w ...

We are recruiting for top tier advisors and teams in the greater San Francisco/Bay Area. · Fantastic opportunity to move to the nation's strongest boutique and be a leader in the market. · - A global book of clients from $200MM - $2BB+ in assets. · - Hunter's mentality and will w ...

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. · ...

Provides specialized wealth planning for High Net Worth / Ultra High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. · ...

Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...

Partner / Partner Group – Private Client · Global Law Firm with a Boutique Feel | Multiple U.S. Locations · Our client, a global law firm with a boutique feel, is seeking to add a Partner or Partner Group to its market-leading Private Client practice in the United States. · For o ...

This is a rare opportunity to join a sophisticated family office with a substantial real estate portfolio. · You'll own complex partnership tax matters end to end. · Manage complex allocations, capital accounts, waterfalls, and basis calculations. · ...

Who We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

A global law firm seeks a Partner or Partner Group to join its Private Client practice in the United States. The ideal candidate has strong client relationships among high-net-worth individuals and families, with proven experience in trusts & estates, succession planning, or rela ...

Who We Are: · Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market investment bank and full service broker-dealer. With roots tracing back to 1881, the Company is engaged in a broad range of activities in the financial services industry, including retail securities b ...

Job Description: · At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.  We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. · Being ...

A rapidly scaling and highly reputable AI company in San Francisco is seeking an experienced Executive Personal Assistant to provide comprehensive support to a very busy and high-profile CEO. · ...