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2,036 jobs found
19.03.2024
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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21.03.2024
GS

Goldman Sachs Asset & Wealth Management Private United States, Massachusetts, Boston

Limitless High-tech career opportunities - Expoint
Description:
Leverage your interpersonal skills to contribute to a growing business. Act as key relationship manager for ultra-high net worth clients. Work closely with Private Wealth Advisors and other CWM teammates...
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23.03.2024
CO

Capital One Director International Risk Management United States, Virginia, Richmond

Limitless High-tech career opportunities - Expoint
Description:
Drive and coordinate work related to Capital One’s emerging international risk management function, working with the first line of defense Technology and Cyber teams, LOB, and second line of defense...
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11.03.2024
T

Truist International Wealth Support Specialist bilingual United States, Texas, Houston

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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26.03.2024
JPM

JPMorgan Asset Management - Private Wealth Alternatives United States, Georgia, Atlanta

Limitless High-tech career opportunities - Expoint
Description:
Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliatechannels. Proactively contact broker-dealer firms to identify avenues for...
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22.03.2024
JPM

JPMorgan JPMorgan Wealth Management - Private Client United States, Arizona, Bullhead City

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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22.03.2024
JPM

JPMorgan JPMorgan Wealth Management - Private Client United States, Kentucky, Lexington

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Full job details
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.