UHNW Investment Counselor & Wealth Strategy Partner
Citibank (Switzerland) AG
Citi Private Bank in Beverly Hills is seeking an Investment Counselor to build and manage relationships with ultra-high-net-worth clients, providing investment advice and cross-portfolio guidance. You will leverage internal partners to deliver comprehensive wealth solutions and market insights. The role requires extensive experience, CFA/MBA would be a plus, and involves collaboration across currencies and jurisdictions in a hybrid work setting in Beverly Hills, CA. #J-18808-Ljbffr Citibank (Switzerland) AG
$200k - $300k
...high-net-worth clients, providing strategic financial advice and comprehensive wealth management services. The position requires a minimum of 15 years in private banking, proficiency in investment products, and Series 7 & 66 licenses. Competitive salary ranges from $200,00...Suggested- Mercer Advisors is seeking an exceptional Tax Partner - Regis to lead tax advisory services for ultra‑high net worth families. You will head engagements, coordinate with senior wealth advisors, and drive integrated tax planning across estates, gifts, and global structures...Suggested
- Citi Wealth at Work is seeking an Investment Counselor Senior Vice President in Los Angeles to serve High Net Worth... ...clients with sophisticated investment strategies and private banking services. The... ...to coordinate with internal partners to optimize #J-18808-Ljbffr Itlearn...Suggested
$200k - $300k
...The Investment Counselor Principal is a strategic professional who closely... ...determine technical approaches and strategies for the area. Citi Private... ...a wide array of internal partners. Leverage existing client... ...investments with wealth planning and private banking...SuggestedFull timeLocal area$212.5k - $250k
...integrating financial planning, investment management, business... ..., multi-generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...exceptional Estate Planning Partner - Regis to serve as a primary... ..., and gravitas that UHNW families expect from...SuggestedTemporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$212.5k - $250k
...integrating financial planning, investment management, business... ..., multi‑generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...seeking an exceptional Tax Partner - Regis - to serve as the... ..., and gravitas that UHNW families expect from their...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$200k - $300k
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic financial advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth...Full time$250k
...Citigroup Inc. in Los Angeles is seeking a Senior Investment Counselor to manage relationships with ultra-high net worth clients, delivering tailored investment strategies. The ideal candidate has over 15 years of experience with a strong track record in investment solutions...Full time- ...Citigroup Inc. in Beverly Hills is seeking an experienced Investment Counselor Principal. The role involves managing relationships with ultra-high net worth clients, providing investment advice, and ensuring compliance with regulations. Ideal candidates will have over...Full time
- ...exceptional Estate Planning Partner - Regis to serve as a primary... ...advisor and team leader for UHNW families. You will drive complex... ...and coordinate with senior wealth advisors to deliver integrated... ...governance, and sophisticated tax strategies while growing Regis client...
$250k
...Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic... ...technical approaches and strategies for the area. Citi Private... ...leverage a wide array of internal partners. Leverage existing client... ...investments with wealth planning and private banking...Full timeLocal area- Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires... ...manage complex portfolios, and collaboration with internal partners across currencies and jurisdictions. #J-18808-Ljbffr Citigroup...
$200.72k - $301.08k
Wealth at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles, CA. Global Wealth brings together the full power of... ...continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management...Full time- ...existing relationships with personalized banking and credit strategies. You will collaborate with Wealth, Home Lending, and Business Banking teams to deliver... ...maintain rigorous risk controls while driving deposits, lending, and investments growth. #J-18808-Ljbffr Jobtailor
$212.5k - $250k
...integrating financial planning, investment management, business... ..., multi-generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...exceptional Estate Planning Partner - Regis to serve as a primary... ..., and gravitas that UHNW families expect from...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- Citigroup Inc. is seeking an Investment Counselor Principal in Los Angeles to manage investment relationships with ultra-high net worth clients. Candidates should have over 15 years of experience in investment advising, excellent communication skills, and the capability...
- WME Group is seeking an organized Assistant to support the Senior Vice President, WME Brand Strategy, a senior operator working across WME Group and with major clients. The role is the executive's right hand, coordinating a fast-moving schedule with discretion and independent...
$250k
...ExecutiveCompany: CitiThe Invst Counselor Sr Principal is an... ...approaches and strategies for the area. Responsible... ...solutions, including investment strategies, banking... ...wide array of internal partners.An individual in this... ...alternative investments with wealth planning and private...Full timeLocal area- Atoms is hiring a Senior Compensation Business Partner to lead global compensation strategy and execution as the company scales across 30+ countries and multiple business lines. You will partner with senior leaders and HRBPs, using data and judgment to tailor compensation...
- ...together.Responsibilities1. Focus on core pain points within the Partner ecosystem. Conduct in-depth, periodic analysis of TTS... ...overall business rhythm and stage goals—formulate refined growth strategies to drive continuous capability improvement among partners.2. Collaborate...
- ...Activation Team seeks a strategic leader to bring products to market and drive market adoption across partners and creators. You will design go-to-market strategies, coordinate with executives, and influence product roadmaps while aligning global market feedback with...
$117k - $161k
POSITION SUMMARYThe Finance Business Partner (FBP) is the strategic finance lead for an... ...staffing, project performance, recovery strategies, capacity planning, and other Business Unit... ...related to pricing, margin improvement, investment evaluation, capacity planning, sourcing...$89.1k - $155.9k
...understands the unique dynamics of working with local channel partners, enjoys solving complex problems, works effectively with cross... ...environment and excels in developing and executing channel partner strategies, with particular emphasis on local market dynamics. They...Temporary workLocal areaFlexible hours- ...Tax Principal**! Our private wealth practice recognizes the unique... ...of the most entrepreneurial partners in our field.**What you will... ...their private businesses and/or investment entities: + Perform technical... ...current regarding applicable strategies, see the "big picture" as...Private practiceLocal areaWorldwide
$20 per hour
...of income.. We are seeking dedicated and skilled guidance counselor for the Jazz Hands Musicians Academy (JHMA), a music-based vocational... ...(relating to their learning) students may and develop strategies have to address them. Progress Tracking: Monitor student...Full timePart timeImmediate startWork from homeFlexible hoursAfternoon shift- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity for established advisors to transition to an equity partnership model, emphasizing client...
- Sunbit, Inc. in Los Angeles, CA is seeking a Senior Lead Data Analyst to partner with Merchant leadership, delivering proactive, data-driven insights that influence strategy and portfolio performance. This role will own complex analyses across merchant and loan portfolios...
$179k - $240k
...getting started. ABOUT THE ROLE The Director, Commercial Strategy & Performance (Partner) will drive the commercial success and long-term growth... ...into scalable growth initiatives, and ensuring partner investments deliver meaningful subscriber acquisition, paid conversion...Local area3 days per week$212k - $318k
...Partner, Senior Health Actuary We are seeking a Partner, Senior Health Actuary to... ...summarizing findings and recommending strategies or solutions Provide high-level reviews... ...risk, reinsurance and capital, people and investments, and management consulting, advising...Minimum wageWork at officeLocal areaRemote workFlexible hours3 days per week1 day per week- The Aerospace Corporation is seeking a Compensation Partner to lead market benchmarking and pay equity initiatives within a client group in El Segundo, CA. You will drive compensation analyses, develop hiring ranges, and support annual and off-cycle planning in close partnership...
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