UHNW Credit Advisor - Global Wealth & Investment Mgmt
Bank of America ATM
Bank of America is hiring a Credit Advisor to cultivate new bespoke credit relationships with ultra-high-net-worth clients and manage a growing loan portfolio. You will drive funded loan growth while partnering with Advisors, Underwriting, Risk, and Portfolio Management to deliver a seamless client experience. Responsibilities include leading complex loan structures, educating partners on credit capabilities, and maintaining asset quality within risk limits. #J-18808-Ljbffr Bank of America
$126.4k - $267.5k
Job Description The Credit Advisor (CA) is a client-facing role responsible... ...with strategic wealth clients, driving funded loan... ...quality within the defined Global Wealth and Investment Management risk appetite limits... ...skills (commercial / UHNW) Organized and can handle...SuggestedShift workDay shift$126.4k - $267.5k
Dormont Manufacturing Co in Beverly Hills, California, is seeking a Credit Advisor to develop and manage customized credit relationships with ultra-high-net-worth clients. The role involves leading the credit delivery process, partnering with various stakeholders to ensure...Suggested- ...Credit Officer, Global Wealth & Investment Management Los Angeles, California;Beverly Hills, California; Newport Beach, California To proceed with... .../Credit Officer acts as an extension of the Credit Advisor. The Specialist is responsible for actively developing...SuggestedWork at officeFlexible hoursShift workDay shift
- ...highly regarded and established wealth management firm is looking to... ...qualified and experienced Wealth Advisor to join their growing team... ...with an existing portfolio of HNW/UHNW clients Delivering tailored financial planning and investment strategies aligned to client goals...Suggested
- ...and make an impact. Join us! The GWIM Credit Product Specialist/Credit Officer acts as an extension of the Credit Advisor. The Specialist is responsible for actively... ...Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These...SuggestedWork at officeFlexible hoursShift workDay shift
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to deliver world‑class client... ..., coordinate with Private Wealth Advisors, and ensure accurate onboarding, trading, and reporting to meet investment objectives. Qualifications include a Bachelor...
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...
$68k - $120k
...Job Description “Investment Consultant – Team Chief Operating Officer (COO)” POSITION... ...a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales... ...a broad cross-section of the global communities in which we operate, bringing...Temporary workWork experience placementLocal area- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry... ...clients with direct access to investment opportunities in late-stage private companies... ..., with a focus on family offices and a global limited partner base. Applicants for the...
- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working with High... ...Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full... ...markets and private markets with private credit and alternative investments sourced directly through the firm's...Work at officeRelocation
- As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service, operational... ...support to Private Client Advisors within Wealth Management. Job responsibilities... ...diverse talents they bring to our global workforce are directly linked to...
$118k - $170k
...Masterworks Advisers is a Registered Investment Adviser that advises clients... ...Overview As a Private Wealth Associate for Masterworks... ...evening gallery events, engaging UHNW prospective clients in-person... ...will work alongside Senior Advisors toward shared gallery AUM...Afternoon shift$175k - $225k
...also involves assisting other colleagues globally on international/cross‑border projects.... ...to conducting due diligence to writing investment committee memoranda through coordination... ...the due diligence process with external advisors, including lawyers, accountants and consultants...Work experience placementWork at office- U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth...Work at office3 days per week
$159.97k - $188.2k
...Bank is seeking an experienced professional to manage Private Wealth Management client relationships in Beverly Hills, California. This... ...management and client retention. A minimum of 10 years in investment experience is required, along with a Bachelor's degree. Candidates...Flexible hours- U.S. Bank in Beverly Hills is seeking a Private Wealth Management expert to manage trust account assets and develop client relationships... ...should possess a Bachelor’s degree and at least 10 years of investment experience. Skills in finance, sales, and communication are essential...Work at office
$116.2k - $212.9k
...confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams... ...across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...through direct involvement with managed investment vehicles Broad exposure to federal income...Work experience placementSummer holidayLocal areaFlexible hours- ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets. The...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type... ..., with a preference for those with exposure to HNW/UHNW client service or financial planning. A CFP® certification...
$90k - $115k
About Oaktree Oaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets... ...value‑oriented and risk‑controlled approach to investments in credit, private equity, real assets and listed equities. With over 1...For contractorsLocal areaWorldwideFlexible hours- Program Overview Program Name: Enterprise Credit Summer Analyst Program - 2027 Program Purpose & Objectives: Provide broad exposure... ...Data Optimization (Bus En & Credit Data Opt) Track 2—Global Wealth & Investment Management Credit (GWIM) Track 3—Asset Based Finance,...Summer workSummer internshipWork at officeVisa sponsorship
$115k - $140k
...is a distinguished asset and wealth management firm with over $50... ...firm is an affiliate of Virtus Investment Partners, located in Hartford... ...Planning and Wealth Advisors. You will deliver tailored solutions... ...HNW) and ultra-high-net-worth (UHNW) clients, including tax,...Permanent employmentVisa sponsorshipFree visaFlexible hours- ...preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise... ...diverse talents they bring to our global workforce are directly linked... ...provides individuals, advisors and institutions with strategies...Temporary workWork experience placementLocal area
$77k - $214k
.../Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20... .... Responsibilities Leading the way as technology-enabled tax advisors Delivering benefits through digitization and automation Solving...Full timeH1bLocal area- Jobot in Los Angeles is seeking an Investment Analyst for a top wealth management firm. You will support portfolio research, financial modeling, and client-ready analyses to help families deploy their wealth wisely. Ideal candidates have a bachelor’s degree and progress...Full time
- A leading global professional services firm is seeking a candidate with Aladdin expertise to manage and implement investment management solutions. You will lead key projects, collaborate with cross-functional teams, and ensure operational efficiency. The ideal candidate...
$73.5k - $147k
...people every day by advancing their health, wealth, and careers. We’re in the business of... ...What’s in it for you? We are the global leader in the human resources consulting... ...risk, reinsurance and capital, people and investments, and management consulting, advising clients...Minimum wageWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week$175k
...Tomorrow’s Opportunities. Join William Blair, the Premier Global Partnership. Support investment banking activities including new business development,... ...specialize in investment banking, investment management, private wealth management, and other strategic resource groups. We are...Temporary workSummer workSummer internship$110k - $165k
...Position Summary The Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and... ...strategies based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a secondary advisor for selected...Local areaFlexible hours
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