Berkeley Jobs

investment management firm managing portfolios for high net worth private clients and some of the world’s... with Microsoft IIS 7 and .NET Framework - Experience...

face interactions with HNW (High Net Worth) clients... and rapport with clients - experience with High Net Worth Clients required - Outstanding listening and...

product portfolio to a sophisticated, high net worth client base. An RM’s responsibilities include... so autonomously. • You have a high tolerance for risk...

1971 Because of the high level of hands on training... Association •Unique market niche to high net worth business owners_ • 6,000 to 15,000 association...

corporate, trusts, estates and not-for-profit organizations and consulting to high net worth entrepreneurs, businesses, and family groups. They will possess an...

and the ability to deliver highly personalized service to a group of High Net Worth clients - Exceptional client service phone skills - Must have extensive...

of consulting with high net worth individuals on some... Comprehensive technical skills with Form 1040 for High Net Worth individuals and Form K1 production and...

plans; ultra high net worth separately managed... providers; and 6) family offices of the ultra high-net worth) in the capital markets, asset management and...

client base of high net worth individuals offering a... financial sales success, specifically in the High Net Worth or sophisticated products area • MBA and/or...

engagement with clients- High touch, face-to-face... experience • 3 years sales/service experience to high net worth clients • Demonstrated knowledge of...