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1,346 jobs found
05.04.2024
T

Truist International Wealth Advisor II United States, Florida

Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be...
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04.04.2024
GS

Goldman Sachs Asset & Wealth Management Private United States, Illinois, Chicago

Limitless High-tech career opportunities - Expoint
Description:
"Chief Operating Officer" and "Chief Investment Officer” of the PWM team. Primary point of contact for select client relationships. Resource to multiple PWAs in supporting client relationships for the team....
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30.03.2024
GS

Goldman Sachs Asset & Wealth Management - Private Bank United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Provides administrative support in a complex team environment to a senior executive. Coordinates complex, senior-level internal/ external meetings and conference calls. Handles a high volume of phones calls and interacts...
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04.04.2024
GS

Goldman Sachs Asset & Wealth Management Private Investing United States, Texas, Dallas

Limitless High-tech career opportunities - Expoint
Description:
Managing a series of alternative investment funds and related investment vehicles. Facilitating portfolio allocations and investment closing logistics. Monitoring and maintaining compliance with credit facilities. Preparing/writing investor correspondence, fund performance...
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05.04.2024
GS

Goldman Sachs Asset & Wealth Management Private Investing United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Build financial models to forecast earnings and for scenario analysis. Focus on management of the liability side of the balance sheet and financing initiatives. Collaborate with technology and engineering teams...
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05.04.2024
GS

Goldman Sachs Compliance Private Wealth Management Capital United States, New York, New York

Limitless High-tech career opportunities - Expoint
Description:
Manage a 2 person team. Provide advice to the business on live queries and/or transactions. Conducting trading and suitability surveillance. Providing Compliance input in product design and approvals. Development and...
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03.04.2024
BOA

Bank Of America Private Wealth Management Client Associate United States, Maryland, Frederick

Limitless High-tech career opportunities - Expoint
Description:
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
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Limitless High-tech career opportunities - Expoint
Description:
Regular or Temporary:English (Required)1st shift (United States of America)Please review the following :ESSENTIAL DUTIES AND RESPONSIBILITIESFollowing is a summary of the essential functions for this job. Other duties may be...
Full job details
Expoint provides world-class wealth management services for high-net-worth individuals and corporate clients in the tech industry. Our experienced wealth managers are passionate about crafting individualized strategies and providing tailored solutions that help our clients achieve their long-term financial objectives. Our international private wealth management services focus on portfolio strategy, asset allocation, investment selection, and risk management. Our team of experienced advisors includes financial experts in taxation, estate planning, and retirement planning. Together, we create a comprehensive plan to help our clients safeguard and build their wealth. At Expoint, we go beyond traditional approaches to wealth management. We routinely monitor our clients' investments and provide value-added services such as cash flow projections and charitable giving programs. We also help our clients explore potential opportunities for growth, such as early-stage investments in tech startups and private placements. Expoint takes a global perspective and capitalizes on a wealth of experience and expertise gained through our network of well-established partners around the world. We stay abreast of developments in the tech industry and use our knowledge and insight to create highly customized plans for our clients. At Expoint, we take pride in our commitment to our clients' success. We provide highly personalized support to ensure that our clients' financial goals are met. We strive to create a climate of trust and to provide our clients with comprehensive, affordable strategies for generating long-term wealth.