Private Client Partner — Cross-Border Wealth & Estates
The Los Angeles County Bar Association - LACBA
The Los Angeles County Bar Association - LACBA is representing a global law firm seeking a Partner or Partner Group to lead its market-leading Private Client practice in the United States. The role emphasizes high-net-worth client service, cross-border wealth structuring, and a collaborative, boutique culture. Ideal candidates will have established partner-level credentials, strong relationships with UHNW clients, and deep experience in trusts and estates, wealth planning, and related areas. #J-18808-Ljbffr The Los Angeles County Bar Association - LACBA
- ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations... ...provides integrated, cross-border advice that most domestic firms... ...of matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate...Private clientPrivate practiceWork at officeWorldwide3 days per week
- Vialto Partners is seeking a technically strong and client-focused Manager to join our expanding PCS practice in the U.S. You will manage the delivery of... ...individuals and families, including U.S. citizens abroad and cross-border executives. You will mentor a team, supervise...Private client
$88.4k - $132.6k
...United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned... ...opportunities.Refer opportunities to segment partners where appropriate (including, but not limited to Lending...Private clientFull timeWork at office$88.4k - $132.6k
...United StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...opportunities.Refer opportunities to segment partners where appropriate (including, but not limited to Lending...Private clientFull timeWork at office- ...of experience who can assist with complex tax disputes and litigation, including matters that involve multinational entities and cross-border transactions (international tax and transfer pricing), as well as partnerships, family offices, high net worth individuals, and...Suggested
$82.99k - $108.93k
...a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major... ...Baker Tilly (BT) as a Tax Experienced Associate in Private Client Services/Private Wealth! This is a great opportunity to be a valued business advisor...Private clientFull timeLocal areaWorldwideVisa sponsorship- JPMorganChase is looking for a Private Client Investment Associate to provide client service and operational support in Wealth Management. This role includes facilitating requests and helping manage client relationships in a dynamic team environment. The ideal candidate...Private client
- JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors with account operations and maintaining client relationships. The ideal candidate must...Private client
- Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative support to Private Client Advisors. The role includes facilitating operational requests, building relationships...Private client
$100k - $150k
POSITION SUMMARY:The Senior Client Relationship Analyst provides exceptional... ...while supporting the Polk Wealth Management team. Through... ...from decision to implementation.Partner with the broader Polk Wealth... ...Our workforce reflects a broad cross-section of the global communities...Private clientTemporary workWork experience placementLocal area$161.3k - $264.9k
...rare opportunity for our clients, stakeholders, and... ...services focus on providing cross‑border compliance and risk... ...growing our Vialto Private practice and seeking an... ...planning, and cross‑border estate/gift taxation. This is... ..., private banks, wealth advisors, and other key...Private clientFull timePrivate practiceRemote work$35.15k - $90k
...Client Service Associate Client Service Associates... ...Financial Advisor(s)/Private Wealth Advisor(s)/teams on a... ...transactions and handling estate needs as examples... ...account alerts Other Partner with Financial Advisor... ...reflects a broad cross-section of the global...Private clientTemporary workWork at officeLocal area- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...investment solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational...Private client
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...$200k - $220k
...automate all types of decisions, across every business area.As a Client Partner, you will partner with senior executives at the most... ...and urgency in responding to client requestsCollaborate with cross-functional team members to deliver exceptional service to your...Full timeWork at officeRemote workFlexible hoursShift work- ...Acquisitions Associates with 3+ years of experience to join its national practice, advising public and private companies, strategic investors and PE sponsors on domestic and cross-border deals. Ideal candidates will draft and negotiate documents, manage due diligence, and lead...
$10 per hour
...DescriptionInfosys is seeking an Associate Manager - Client Services for its Retail vertical. The... ...and, in collaboration with the Client Partner or Senior Client Partner, develop the... ...footfalls as well as web traffic. Our cross-channel platforms enable brick-and-mortar...Full timeTemporary work- ...Associate in California. The role involves advising clients on the structuring of domestic and cross-border investments, drafting and negotiating related... ...experience across various sectors such as real estate and private equity, along with strong academic credentials....
- A leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for providing comprehensive financial planning and advice to clients of varying wealth levels. The role requires at least 2 years of experience in a Financial Advisor position...Private client
$250k
...00,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany... ...a wide array of internal partners. Leverage existing client... ...alternative investments with wealth planning and private banking... ...optimize client service and cross-marketing opportunities. Work...Private clientFull timeLocal area$68k - $120k
...Wealth Management AssociateThe Wealth Management Associate is often... ...first point of contact with clients on a broad array of services... ...direction of the Financial Advisor / Private Wealth Advisor, this industry... ...relationships with business partners internally and...Private clientTemporary workWork experience placementWork at officeLocal area- ...will not engage in immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth Relationship... ...teams to build meaningful relationships with high-value clients. Professionalism, client focus, and understanding of the fundamentals...Local area
$125k - $150k
...Senior Trusts & Estates Paralegal | San Francisco | Hybrid $125,000–$150,000 We are seeking an experienced Senior Trusts & Estates Paralegal to join a sophisticated private client practice in San Francisco. This is an opportunity for a seasoned paralegal to take meaningful...Private clientPrivate practiceWork at office2 days per week3 days per week- ...Director to join our Private Client advisory practice, specializing... ..., families, trusts, estates, gift taxation, and... ...development while partnering with clients on sophisticated... ...gift tax planning, wealth transfer strategies,... ...and identify cross functional client solutions...Private clientPrivate practiceLocal area
- First Citizens Bank is seeking an Affluent Wealth Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation economy. You will... ...planning-based client conversations, cross-team collaboration, and compliance with bank...
- ...have an enthusiasm for helping our clients, taking care of our employees, building... ...meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer... ...offering advised solutions and Chase partner referrals that deepen client relationships...Private client
- First Citizens Wealth, a division of First Citizens Bank, seeks an Affluent Wealth Advisor to grow relationships with emerging High Net Worth clients and prospects in the California market. The role focuses on personalized guidance, ongoing relationship management, and...
$200k - $300k
...strategies for the area.Citi Private Bank's objective is to... ...ultra-high net worth clients in the US.... ...wide array of internal partners.Leverage existing client... ...alternative investments with wealth planning and private banking... ...client service and cross-marketing opportunities...Private clientFull timeLocal area- HSBC is seeking a Wealth Relationship Manager in California to work with the Wealth Relationship Officer and service teams to manage a portfolio of high-value clients. The role emphasizes professionalism, client focus, and wealth planning fundamentals. You will provide...
$88.4k - $132.6k
Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position... ...of financial planning strategies. The candidate will identify client needs, provide tailored financial solutions, and ensure compliance...
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