Senior Wealth Relationship Manager (High Net Worth)
Citi
Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure compliance with regulatory standards.
The ideal candidate has 5-8 years of experience and a Bachelor's degree. Benefits include medical coverage, a 401(k) plan, and paid time off. This opportunity promotes professional growth within a supportive team environment.
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager (High Net Worth) in Fountain Valley, CA vacancy
- ...First American seeks a seasoned Relationship Manager, Trust Counsel to serve as a trusted legal... ...advisor on trust and estate matters for high-net-worth individuals and families. You will... ...planning documents, coordinate with wealth advisory teams, and help mitigate fiduciary...SeniorHigh net worth
First American
Santa Ana, CA3 days ago $83.92k - $125.88k
...880.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth... ...to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery...High net worthFull timeWork at officeCitigroup
Fountain Valley, CA4 days ago- ...JPMorgan Chase's Private Client group seeks a Relationship Manager in Irvine to nurture high-net-worth client relationships, deliver bespoke financial solutions, and expand the client base. You will collaborate across lines, provide tailored guidance, and build a strong...SeniorHigh net worth
Testing Site - JPMC
Irvine, CA3 days ago - ...Wealth Relationship Manager SAFE Act - Fountain ValleyThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-... ...relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery...High net worthWork at office
Citigroup Inc
Irvine, CA5 days ago $83.92k - $125.88k
...The Wealth Relationship Manager SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, contributes to the development... ...to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery...High net worthWork at officeLocal areaCiti
Irvine, CA5 days ago$116k - $216k
Location:660 Newport Center Drive, Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners, investors and developers. Sr Relationship Managers provide...SeniorPermanent employmentFull timeInterim roleWork at officeFlexible hoursNight shiftKeyBank
Newport Beach, CA5 days ago$142.56k - $222.2k
...Senior Relationship Manager - Commercial Real EstateLocation Newport Beach, CA 92660The Relationship Manager Sr - CRE Specialty manages commercial... ...skills to understand financial and cash flow analyses.Highly developed negotiation skills in addition to excellent verbal...SeniorWork at officeLocal areaFlagstar Bank
Newport Beach, CA5 days ago$136k - $165k
BDO USA in Costa Mesa is seeking a Tax-Experienced Manager for Private Client Services. This role involves providing tax compliance and consulting to high net-worth individuals, requiring strong leadership and communication skills. The position entails managing tax engagements...SeniorHigh net worth$140k - $230k
...$230,000 per year. The ideal candidate has a Juris Doctorate and at least 3 years of experience in family law matters such as high net worth divorces, annulments, and custody issues. Exceptional communication, negotiation, and legal research skills are required. Jobot...SeniorHigh net worth$148.6k - $198.2k
...For more information, please visit We DoThe Relationship Manager, Trust Counsel serves as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and... ...financial advisors, tax professionals, and wealth management teams to deliver exceptional client...High net worthFull timeLocal areaFirst American Financial Corporation
Santa Ana, CA5 days ago$175k - $245k
...Estates Litigation Attorney - Generational Wealth!! This Jobot Job is hosted by: Jacob... ...Foundation, Omni Hotels, and multiple high-net-worth family offices! If you are an... ...Excellent organizational and document management skills We can offer you the opportunity...SeniorHigh net worthLocal areaFlexible hoursJobot
Santa Ana, CA4 days ago- ...UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves... ...of complex transactions. The candidate will engage with senior client staff, review legal documents, and collaborate across...Senior
UMB
Costa Mesa, CA5 days ago - ...Jobot is seeking a Relationship Manager with CRE lending expertise and a strong background in ground-up construction and bridge loan transactions. You will lead underwriting, assess borrower financials, sponsors, and market conditions to determine deal viability. The...Senior
Jobot
Costa Mesa, CA1 day ago $207.54k - $256.37k
Job Title:Senior Vice President, Senior Relationship Manager - Aerospace and DefenseLocation:Los AngelesWhat you'll do:As a Senior Aerospace & Defense Relationship Manager, you will advise industry clients and prospects and deliver tailored financial solutions. You will...SeniorFull timeWestern Alliance Bancorporation
Costa Mesa, CA3 days ago$28 - $31 per hour
A luxury watch brand is seeking a Senior Client Advisor in Costa Mesa, CA. The successful candidate will achieve sales goals while... ...providing exceptional customer experiences, particularly for ultra-high-net-worth individuals. This role requires a Bachelor's degree, fluency...SeniorHigh net worthHourly pay$146k - $194k
...would own.ABOUT THE JOBAnduril is seeking a Senior Mass Properties Engineer for the Thunder... ...this role, you will develop, track and manage the mass properties for air vehicles to meet... ...skills, and/or business considerations. Highly competitive equity grants are included in...SeniorFull timeWork experience placementImmediate startAnduril Industries
Costa Mesa, CA4 days ago- ...deepening, and maintaining profitable relationships, collaborating with teammates, and... ...Commercial Real Estate Team is seeking a Senior Relationship Manager (SRM) . Bank of America is one of... ...Banking, Foreign Exchange, and Wealth Management and facilitates client relationships...SeniorPermanent employmentWork at officeFlexible hoursShift workDay shift
Bank of America Corporation
Newport Beach, CAa month ago - ...is seeking an experienced estate planning attorney to advise high net worth clients on sophisticated estate, gift, and tax planning strategies... ...experience with advanced techniques. The practice focuses on wealth planning, business succession, and collaboration with #J-18808...SeniorHigh net worthRemote work
Jobot
Irvine, CA5 days ago - ...Western Alliance Bank seeks a Senior Vice President, Senior Relationship Manager for Aerospace and Defense, based in Los Angeles or Costa Mesa. You will advise industry clients, deliver tailored financial solutions, and serve as the primary contact and trusted advisor...Senior
Western Alliance Bank
Costa Mesa, CA4 days ago - ...Integral Senior Living is seeking a Concierge to warmly greet guests, residents, and employees, handling calls, messages, and information with professionalism. The role supports daily operations, maintains records, and assists with scheduling and logistics in a senior...Senior
Integral Senior Living
Fountain Valley, CA5 days ago - ...Goldman Sachs Ayco is seeking a seasoned wealth planning professional to educate and support Wealth Advisors in designing and implementing... ...tax-advantaged strategies for executives, entrepreneurs, and high net worth clients. You will partner with Underwriting, Implementation,...SeniorHigh net worth
The Goldman Sachs Group
Newport Beach, CA4 days ago - ...Frederick Fox LLC is seeking an experienced Family Law Attorney to lead complex divorce, custody, and high-net-worth matters in California. The role centers on strategic advocacy, balancing aggressive litigation with pragmatic settlements to protect clients’ interests...SeniorHigh net worth
Frederick Fox LLC
Irvine, CA1 day ago - ...Senior Tax Manager. Our client is a full service accounting, auditing and financial services firm located in Orange County, CA They work specifically with high net worth clients and their closely held entities within various industries, professional Tax Manager, Tax, Manager...SeniorHigh net worth
Regal Executive Search
Orange, CA4 days ago $27 - $30 per hour
...BOUCHERON SENIOR SALES ASSOCIATE Salary: $27-30/ hour... ...and maintain long-lasting relationships with clients through attentive... ...outreach and relationship management. Coordinate with the Store... ...Actively network and engage with high-net-worth individuals, influencers,...SeniorHigh net worthFull time$165k - $236.9k
...limitless possibilities of our future. Join us at Andersen, and together, let's write the story of your success!The RoleReal Estate Senior Tax Managers possess a strong technical knowledge in partnership taxation and concepts specific to real estate companies. In addition to...SeniorFull timeWork experience placementH1bLocal areaWork visaAndersen Tax
Costa Mesa, CA4 days ago- ...Solairus Aviation, Inc. seeks a Full-Time Client Aviation Manager (CAM) to lead a flight department at KSNA. The role emphasizes leadership... ..., and adherence to Solairus’ safety culture, while ensuring high standards of service and professional conduct in daily operations...SeniorFull time
Solairus Aviation
Santa Ana, CA1 day ago - ...support a partner on the Probate, Trust & Estate team. You will manage the attorney's calendar, client communications, and the... ...legal work. The role requires mature, discreet professionals with high-net-worth client experience, strong writing, and proficiency in Word/Outlook...SeniorHigh net worth
Ferguson Braswell Fraser & Kubasta Pc
Irvine, CA1 day ago - ...are seeking an experienced Tax Senior to join our dynamic tax team.... ...a crucial role in delivering high-quality tax services to our diverse... ...client base, including high net worth individuals and various... ...planning, as well as the ability to manage multiple engagements...SeniorHigh net worthRemote work
CyberCoders
Anaheim, CA4 days ago - ...are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals and families to develop...SeniorHigh net worth
Beacon Pointe
Newport Beach, CA4 days ago - Mission Wealth Management Lp seeks an experienced Wealth Advisor to join its award-winning team in Newport Beach, CA. This full-time role focuses on managing relationships with high-net-worth clients and delivering holistic wealth planning solutions. You will work with...SeniorHigh net worthFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager (High Net Worth). Be the first to apply!
Related searches
- senior living Fountain Valley, CA
- senior performance engineer Fountain Valley, CA
- senior manager Fountain Valley, CA
- senior care Fountain Valley, CA
- senior manager diversity & inclusion Fountain Valley, CA
- senior director diversity & inclusion Fountain Valley, CA
- senior cloud network engineer Fountain Valley, CA
- senior application security Fountain Valley, CA
- senior application administrator Fountain Valley, CA
- senior vice president of operations Fountain Valley, CA