Senior HNW Wealth Relationship Manager
$88.4k - $132.6kCiti
Citi is seeking a Financial Advisor in Bronx, New York, to build and deepen relationships with affluent and High Net Worth clients. The role demands anticipation of complex financial needs and providing holistic solutions. Applicants should have 5-8 years of relevant experience and excellent analytical skills. The position offers a competitive salary ranging from $88,400 to $132,600 per year, along with comprehensive employee benefits such as medical and retirement plans, paid time off, and wellness programs. #J-18808-Ljbffr Citi
$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience, strong analytical and financial skills, and effective communication abilities. You will build relationships with high-net-worth...SeniorHigh net worth$180k - $250k
Fiduciary Trust International is seeking a Senior Relationship Manager for their New York team. The role entails serving as a primary client contact... ...satisfaction by developing tailored strategies for wealth management. Candidates should possess over 10 years of experience...SeniorHigh net worth$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...SeniorHigh net worth- Franklin Templeton is seeking a Senior Relationship Manager in New York to oversee client satisfaction and manage wealth strategies for high-net-worth individuals. The role demands extensive experience in relationship management and wealth planning. The ideal candidate...SeniorHigh net worth
- Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...SeniorHigh net worth
$88.4k - $132.6k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Manhattan to deepen relationships with affluent and High Net Worth clients. The role requires building financial solutions based on client profiling, ensuring compliance, and providing exceptional...High net worthFull time- Citrin Cooperman in New York is seeking a Supervisor for its Private Client Services Tax Department. The role involves preparing and reviewing federal and state tax returns, with a focus on high-net-worth individuals. You will provide tax consulting and compliance services...SeniorHigh net worth
$190k
LEVELOCITI, a leading CPA firm in the United States, is searching for a Senior Tax Manager to join its Private Client Services team. Ideal candidates will have 8+ years in public accounting tax, particularly in HNW, trust & estate, and complex tax planning. The firm offers a...SeniorHigh net worthRemote jobFlexible hours$200k - $250k
Position Overview Brown Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this role you will serve as the point person for high-net-worth clients with at least $25 million of investable assets....SeniorHigh net worthWork at officeLocal area- Dormont Manufacturing Co in New York is looking for a HNW Tax Senior Manager to oversee complex tax engagements for high net worth clients. You will manage teams, providing expert advice on tax and wealth planning, while ensuring adherence to tax regulations. The ideal...SeniorHigh net worth
$180k - $250k
Franklin Templeton Investments in New York is seeking a Senior Relationship Manager to serve as a primary contact for clients, ensuring satisfaction through collaboration with portfolio managers and advisors. Candidates should have over 10 years of experience in relationship...Senior- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...SeniorFull timeWork at office
$220k - $380k
...Location New York On-site Seniority Director / ED Senior... ...banking desk with a senior relationship manager who has built a genuinely portable... ...whom have maintained US‑booked wealth for decades. The bank... ...mandate. 1 Personal ownership of HNW and UHNW client...SeniorHigh net worthFull time$160k - $230k
...Relationship Manager, Asset Managers - Vice President / Senior Vice President New York, New York, United States iCapital is looking for a Relationship Manager... ...new and existing relationships with Asset and Wealth Managers and support other Relationship Managers....SeniorFull timeWork at officeRemote work$122.54k - $208.72k
...Relationship Manager Senior Commercial Real Estate This person is responsible for building and maintaining a profitable loan portfolio including selling related bank products and services. This may be accomplished through identifying and promoting solutions to fulfill...Senior$150k - $180k
...banking activities. Source new customer relationship opportunities, including; New loans... ...(e.g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products. Analyze... ..., Credit Administration and senior lending personnel to effect efficient...SeniorBank staffWork at office$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorHigh net worthWork at office- A cutting-edge payments platform is seeking a Customer Success Leader to onboard and grow key merchant accounts. This role involves defining processes, designing scalable systems, and collaborating with product teams to enhance customer satisfaction. The ideal candidate...SeniorRemote job
- ...must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value...High net worthLocal area
- Citigroup Inc. is seeking a Client Executive to join its Investor Services team in New York. This senior role entails managing a key Asset Manager relationship, influencing client outcomes, and driving revenue growth within a global network. The ideal candidate will have...Senior
- Dormont Manufacturing Co is looking for an experienced candidate to represent its real estate solutions within the Global Wealth Management Solutions (GWMS) platform. This role emphasizes driving strategic AUM growth while engaging deeply with investors and sales teams....Senior
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate...SeniorHigh net worth
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
- ...Global Multi Family Office/ RIA Opportunity Our client is a Global Multi Family Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra High Net Worth Space. As the firm is only about a year old they have over 15B AUM and growing...SeniorHigh net worthWork at officeWorldwide
- Brown Brothers Harriman is seeking a Relationship Manager to join their Capital Partners team in Philadelphia. This role entails managing ultra-high-net-worth clients while ensuring their satisfaction and managing portfolios. The ideal candidate will have over 8 years...SeniorHigh net worth
$140k - $190k
Dormont Manufacturing Co is hiring a Single Family Office (SFO) Relationship Manager in New York, NY. This role focuses on business development and relationship management for ultra-high net worth clients with investment assets over $250 million. The ideal candidate will...SeniorHigh net worthWork at office- ...Aura By Hex Trust Relationship Manager Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional... ...structured products - to high net worth (HNW) individuals and family offices,... .... You'll work alongside a senior commercial team, own real...High net worthWork at office
- Mercer-Advisors is seeking a Relationship Manager to join the Wealth Management Team in New York. This role involves delivering exceptional service to ultra-high-net-worth clients while identifying growth opportunities and optimizing productivity across services. Responsibilities...High net worth
$150k - $225k
Neuberger in New York is seeking a Senior Relationship Manager to lead the overall relationship management strategy for high-net-worth clients. This role involves advising clients on investment strategies, enhancing client experiences, and growing relationships through...SeniorHigh net worthFlexible hours- ...Wealth Relationship Manager - Rego Park Discover your future at Citi Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your...High net worthWork at office
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