Private Client Expert

**Main Responsibilities** - Build and nurture strong relationships with Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients, serving as their trusted advisor in banking and investment matters. - Achieve annual revenue targets by identifying client needs, recommending appropriate products and services, and executing transactions effectively. -...

Our client, a global professional services provider with an extensive network, is expanding their private client tax team. They are looking for a driven individual who will be responsible for the preparation and/or review of private tax matters, provide tax advisory services and support clients in wealth matters.Qualifications :Degree in...

Unlock Your Potential in Private BankingWe are seeking a talented individual to join our team as a Private Banker. As a key member of our team, you will play a critical role in helping clients achieve their financial goals.Develop and maintain strong relationships with high net worth clients through proactive communication and tailored solutions.Conduct...

Job Role: Private Banker, Taiwan TeamAt Citi, we have the privilege of connecting millions of people across hundreds of cities and countries every day. Our global network has been in operation for over two centuries, enabling us to provide unparalleled access to opportunities and support our clients in meeting their goals.

Our client, a global professional services provider with an extensive network, is expanding their private client tax team. They are looking for a driven individual who will be responsible for the preparation and/or review of private tax matters, provide tax advisory services and support clients in wealth matters. **Qualifications**: - Degree in...

Job Description: The Private Banking Relationship Associate plays a vital role in the wealth management segment. Their primary responsibility is to provide support to Relationship Managers (RMs) in managing client relationships. Key Responsibilities:Support RMs in sales activities for private wealth clientsProcess and confirm trade executions with clients,...

Direct message the job poster from Rémy Cointreau The French family-owned group Rémy Cointreau is one of the major actors in the global Wines and Spirits market, with 2100 employees worldwide. The group, founded in 1724, is the result of the merger in 1990 of the holding companies of the Hériard Dubreuil and Cointreau families (controlling respectively E....

**Poste** Moet Hennessy is a worldwide leader in luxury wines and spirits, and the goal of the private client team is to target, reach and educate private clients on our Moet Hennessy range and portfolio of Prestige products and Rarities and Uber Pieces, and at the same time, provide clients with excellent service. Our goal is to cultivate our clients and...

1 week ago Be among the first 25 applicants Company Description Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high...

Overview Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance. We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices. With a curious...