High‑Net-Worth Wealth Advisor & Relationship Builder
HSBC Bank
HSBC is hiring a Wealth Relationship Manager in the United States to build and manage relationships with high-value clients, leveraging wealth planning and banking expertise. You will acquire, develop, advise, and retain client portfolios while collaborating with our Wealth Relationship Officer and service teams. Responsibilities include providing tailored financial solutions, expanding wallet share, performing needs assessments, and representing HSBC to grow referrals and maintain a healthy #J-18808-Ljbffr HSBC
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning... .... Responsibilities include managing affluent and high net worth clients, ensuring compliance, and acquiring new clients through...High net worthFull time- East West Bank is hiring a Premier Relationship Manager in San Gabriel, California. This role involves advising clients on financial... ...experience in financial services, particularly dealing with high-net-worth clients. Licenses such as FINRA Series 6 and 63 are required...High net worth
$71k - $135k
...equity and venture capital, and high-tech help build sustainable... ...join our team as a Premier Relationship Manger. As a Premier Relationship... ...experience with high-net-worth clients or equivalentStrong sales... ...understanding of financial planning, wealth management, and client-needs...High net worthFull time- HSBC is seeking a Wealth Relationship Manager to grow high‑value client relationships by delivering tailored wealth solutions across banking, investments and insurance. You will work with a Wealth Relationship Officer and service teams to acquire, develop, advise and retain...Suggested
- ...through industry-focused wealth advisory, digital,... ...durable, organic growth.Our advisors average $250M in AUM... ...continue to grow ~10% net new AUM annually—... ...where the right advisor relationship matters most. In our Women... ...advisor of choice for high‑net‑worth women and women‑led...High net worthFull timeShift work
$31 - $38 per hour
Position: Client Relationship Coordinator Angeles Wealth Group A private wealth advisory practice of Ameriprise... ...planning relationship. We help high-net-worth individuals and families prepare for... ..., you'll work closely with our advisors to ensure every client interaction...High net worthFull timePrivate practiceWork at officeLocal areaHome office- Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent... ...limited to Lending Consultants and Financial Advisor, Small Business Partners, Relationship Manager...High net worthWork at office
$131.67k - $160.93k
...Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel...High net worthTemporary workWork experience placementLocal area- East West Bank is looking for a Premier Relationship Manager in Monterey Park, California. This role involves advising clients, executing... ...by FINRA, alongside 5+ years of experience managing high-net-worth clients. Proficiency in Mandarin and/or Cantonese is desirable...High net worth
- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...obligations, including completion of required training.High school degree, GED, or foreign equivalent.The Securities Industry...Immediate startAfternoon shift
- ...Cathay Bank in Arcadia, CA is seeking a Sr. Relationship Banker (Administrative) to open new accounts, cross-sell bank products, refer customers to other areas, and resolve service issues while delivering an exceptional customer experience. The role emphasizes accurate...
$28.85 - $33.65 per hour
...us!As a Financial Solutions Advisor Stage I (FSA I), your journey... ...building and managing client relationships to considering a client’s complex... ...business owners and higher net worth clients alike. You’ll be able... ...Education Requirement: High School Diploma / GED / Secondary...High net worthHourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- JPMorganChase is looking for a Financial Advisor in Glendale, California, to champion success for clients and deliver personalized investment... ...7 and Series 66 license. The role emphasizes building strong relationships, offering holistic financial coaching, and inspiring clients...
$35 - $37.5 per hour
Overview Sr WM Client Relationship Consultant The Wealth Management Client Relationship Consultant partners with Wealth Management Advisors in delivering client service and supporting high-net-worth and complex clients. Working under limited supervision, this role operationally...High net worthWork experience placement$22 - $24 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... .... Salary Range: $22-$24/hour Basic Qualifications - High school diploma or equivalent - Typically has less than four years...- ...execution of sales, products or service activities in coordination with the customer service team. The goal is to foster client relationships and grow sales to individual consumer clients. The role emphasizes handling small business referrals, cross-selling treasury products...
$19 - $23 per hour
...Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic?... ...maintain frequent customer contact to expand relationships and ensure customer retention. Maintain... ...as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders...Full timeWork experience placementFlexible hours- U.S. Bank is looking for Relationship Bankers who will build lasting relationships with clients by understanding their financial needs and guiding them to suitable products and services. The role involves opening accounts, processing transactions, and promoting digital...
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage I The following laws or regulations... ...building and managing client relationships to considering a client's... ...business owners and higher net worth clients alike. You'll be able... ...Minimum Education Requirement: High School Diploma / GED /...High net worthHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$110k - $185k
...segmentsInstitutional Securities, Wealth Management, and Asset... ...solutions for International Client Advisors (ICAs) and their clients.... ...lending growth among Ultra High Net Worth (UHNW) clients in the... ...banking, deposit, and lending relationships with Ultra High Net Worth (UHNW...High net worthTemporary work$140k - $185k
...their Trust, Estate, and Gift (TEG) tax group. This position involves providing tax advisory services to high-net-worth individuals, developing client relationships, and supervising a team. Ideal candidates have substantial experience in trust and estate taxation, excellent...High net worth- ...duties including consumer loans and customer service. Key responsibilities involve running a teller window, developing customer relationships, and ensuring reliable presence at work. The ideal candidate should have a minimum of two years in banking and possess excellent...Early shift
- East West Bank is seeking a Mortgage Loan Advisor in California who will proactively build a strong network of business relationships and deliver an exceptional lending experience focused on client satisfaction. The Mortgage Loan Advisor will originate loans, meet prospects...
- ...Job Description We are seeking an experienced High-End Residential Superintendent to oversee the construction... ..., and ownership. Build and maintain strong relationships with homeowners, including high-net-worth individuals and celebrity clients. Handle client...High net worthFor subcontractorLocal area
$70.3k - $90k
...Our vision is to act as a central advisor and trusted influence, providing an ecosystem... ...guide everything we do, from client relationships to team collaboration. Integrity in... ..., partnerships, trusts, and high-net-worth individuals. The Tax Senior will work...High net worthWork at office- ...immigration sponsorship for this position .The Wealth Relationship Manager works closely with the Wealth... ...to build meaningful relationships with high-value clients. Professionalism, client... ...valuable relationships with high-net-worth client port foliosExpert knowledge in wealth...High net worthLocal area
- ...Cathay Bank is hiring for a Relationship Banker II (Administrative) to open new accounts and cross-sell bank products while delivering exceptional customer service. The role supports the Beverly Hills branch opening and involves processing teller transactions and operational...Weekend work
$30.9 - $37.76 per hour
...TitleRelationship BankersJob DescriptionRelationship Bankers build relationships with customers by meeting face to face and engaging them when... ...offer or termination of employment.Basic Qualifications - High school diploma or equivalent - Typically has five or more years...Local area- ...Relationship Banker - Glendale Burbank area Burbank, California;Los Angeles, California; South Pasadena, California; Pasadena, California... ...Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus...Work at officeShift workWeekend workDay shift
$25 - $27.88 per hour
...and bilingual in Mandarin, with strong communication skills. Responsibilities include processing cash transactions and building relationships to meet financial needs. The pay range is $25.00 - $27.88 per hour based on experience, plus benefits including paid time off. #J...Hourly pay
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