Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Banking MD & Wealth Strategy Leader (Los Angeles)

Full-time

Citigroup Inc.

Citigroup Inc. is seeking a Private Banker Sr. Principal in Los Angeles, CA. The role requires a seasoned expert with over 15 years of experience in Private Banking, particularly focused on Ultra High Net Worth (UHNW) clients.

In this pivotal position, you will proactively identify and establish relationships with clients, providing comprehensive strategic advice and tailored financial solutions to meet their complex wealth management needs.

The ideal candidate will possess exceptional relationship selling skills, strong negotiation abilities, and a deep understanding of compliance within the financial sector.

#J-18808-Ljbffr
Vacancy posted 3 hours ago
Similar jobs that could be interesting for youBased on the Senior Private Banking MD & Wealth Strategy Leader (Los Angeles) in Los Angeles, CA vacancy
  • $200k - $300k

     ...Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic...  ...advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth clients... 
    Private
    Full time

    Citigroup Inc.

    Los Angeles, CA
    3 hours ago
  • $200k - $300k

     ...internally, often at a senior level. Some external...  ...technical approaches and strategies for the area....  ...businesses and sources of wealth generation. Anticipate...  ...connections to the Citi Private Bank. Effectively manage...  ...Primary Location Los Angeles, California, United States... 
    Private
    Full time

    Citigroup Inc.

    Los Angeles, CA
    3 hours ago
  • $250k

     ...Is a true thought leader who develops new...  ...externally at a senior levels. Negotiations...  ...approaches and strategies for the area. Responsible...  ...area. The Private Bank at Citi (CPB) is...  ...investments with wealth planning and...  ...Primary Location Los Angeles California United... 
    Private
    Full time
    Local area

    Citigroup Inc.

    Los Angeles, CA
    3 hours ago
  •  ...Senior Wealth Strategist Make banking a Fifth Third better® We connect great people to...  ...serves as the primary wealth strategy expert for high-net-worth...  ...(WMAs) and the broader Private Bank team to lead discovery...  ...including you. Location -- Los Angeles, California 90017... 
    Senior
    Private
    Bank staff
    Shift work

    Fifth Third Bancorp

    Los Angeles, CA
    1 day ago
  • $121.9k - $262.1k

     ...Make banking a Fifth Third better® We connect great...  ...THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth...  ...WMAs) and the broader Private Bank team to lead...  ...LOCATION -- Los Angeles, California 90017 Attention... 
    Senior
    Private
    Bank staff
    Shift work

    Fifth Third

    Los Angeles, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time

    Citigroup Inc.

    Los Angeles, CA
    3 hours ago
  • JPMorgan Chase & Co. in the U.S. Private Bank seeks an Investment Specialist who partners with bankers to win new clients and deepen existing...  ...on asset allocation, and coordinate with Capital Advisors and Wealth Advisors to execute complex products. A Bachelor’s degree and... 
    Senior
    Private
    Full time

    Next Frontier Capital

    Los Angeles, CA
    2 hours ago
  •  ...Senior Wealth Advisor Wealth Management Irvine, California...  ...Eugene, Oregon Los Angeles, California Medford,...  ...brand of relationship banking and fostering a culture...  ...Service Specialists, Private Bankers, and Wealth Strategists...  ...and investment strategies consistent with their... 
    Senior
    Private
    Immediate start

    Columbia Bank (WA, OR & ID)

    Los Angeles, CA
    1 day ago
  • $200k - $300k

     ...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic... 
    Private
    Full time

    Citibank (Switzerland) AG

    Los Angeles, CA
    3 hours ago
  • $275k

     ...A leading investment bank in Los Angeles is seeking a Managing Director for their Aerospace, Defense & Government Services practice. The ideal candidate will have over 10 years of experience in sell-side M&A advisory with a deep understanding of the aerospace and defense... 
    Senior
    Full time

    Intrepid Investment Bankers LLC

    Los Angeles, CA
    3 hours ago
  •  ...McGuireWoods LLP in Los Angeles seeks an associate for its Corporate and Private Equity practice. The role supports a nationally recognized deal team advising private...  ...on sophisticated transactions and to work directly with clients and senior lawyers. #J-18808-Ljbffr
    Senior
    Private
    Full time
    Private practice
    Remote work

    McGuireWoods LLP

    Los Angeles, CA
    2 hours ago
  • Fairygodboss is seeking a Managing Director for its Investment Banking team in Los Angeles. This role involves driving client engagement and delivering a full suite of Investment Banking products. The ideal candidate will have at least 15 years of experience, particularly... 
    Full time

    Fairygodboss

    Los Angeles, CA
    3 hours ago
  • $122.4k - $228k

     ...The Hispanic Alliance for Career Enhancement is seeking a candidate for a Commercial Banking role in Los Angeles, CA. This position facilitates growth through business development and management of key client relationships. Candidates should have over 10 years of experience... 
    Senior
    Full time

    Hispanic Alliance for Career Enhancement

    Los Angeles, CA
    3 hours ago
  • $285k - $350k

     ...ownership structure—partially privately held and partially...  ...corporate real estate strategy, including evaluating,...  .... Interface with banking partners, auditors, legal...  ...at least 7 years in a senior executive or...  ...the requirements of the Los Angeles Fair Chance Initiative... 
    Private
    Full time
    Work experience placement
    Local area
    Flexible hours

    Areté

    Los Angeles, CA
    3 hours ago
  • $265k - $325k

     ...Dallas, Houston, Los Angeles, McLean, San Francisco...  ...investment banking services with access...  ...that reflect their strategy and are supported...  ...coverage will include private and public middle‑...  ...to clients’ senior executives. You will...  ...our team‑led and leader‑enabled hybrid model... 
    Private
    Full time
    Work experience placement
    Summer holiday
    Work at office
    Flexible hours

    EY-Parthenon

    Los Angeles, CA
    2 hours ago
  • $230k - $290k

     ...Wellness and Equity Alliance LLC LOS ANGELES, California, United States...  ..., and long-term financial strategy. Critically, this leader will bring deep expertise...  ...relationships with banking institutions, lenders, and...  ...federal, state, county, and private grants Ensure proper... 
    Private
    Full time
    Contract work
    Work at office
    Local area

    Wellness and Equity Alliance LLC

    Los Angeles, CA
    3 hours ago
  •  ...Bank of Hope is seeking a senior contracts leader in Los Angeles to manage a team of contracts professionals and drive end-to-end contract lifecycle processes. You will draft, review, and negotiate a wide range of agreements within established guidelines to mitigate risk... 
    Senior
    Full time
    Contract work

    Bank-of-Hop

    Los Angeles, CA
    2 hours ago
  •  ...Strategic Legal Practices in Los Angeles seeks a Trial Attorney to join its dynamic trial team...  ...frequently, and grow quickly into senior trial roles. You will work closely with...  ...attorneys, contributing meaningfully to case strategy, trial preparation, and courtroom... 
    Senior
    Full time

    Strategic Legal Practices

    Los Angeles, CA
    2 hours ago
  • $170k

     ...A leading medical staffing firm in the Los Angeles area is seeking a Chief Financial Officer to oversee all financial functions. This senior leadership role demands a proven track record with strong skills in finance and accounting, along with a Bachelor’s degree (Master... 
    Full time

    BritePros Medical Staffing

    Los Angeles, CA
    3 hours ago
  •  ...We are looking for a \"Senior Wealth Advisor\" with deep experience working...  ...across public and private markets. Responsibilities: Leading...  ..., ideally at a private bank, boutique RIA, or multi-family...  ...solutions to clients. Based in Los Angeles or willing to relocate. (Due... 
    Senior
    Private
    Work at office
    Relocation

    ZPEED Recruitment

    Los Angeles, CA
    3 days ago
  •  ...A well-established CPA firm in Los Angeles is seeking an experienced Senior Tax Director to lead a team of tax preparers and manage client communications. This position offers a competitive compensation package starting at $225k, with additional bonuses and benefits.... 
    Senior
    Full time
    Work at office
    Remote work

    Gerber & Co LLP

    Los Angeles, CA
    3 hours ago
  •  ...Holthouse Carlin & Van Trigt LLP in Los Angeles is seeking a Senior Tax Manager to oversee complex federal and multi-state returns for individuals, partnerships, corporations and trusts, and to mentor a team of staff. The role focuses on strategic planning, client service... 
    Senior
    Full time

    Holthouse Carlin & Van Trigt LLP

    Los Angeles, CA
    2 hours ago
  • $165k - $205k

     ...Dormont Manufacturing Co in Los Angeles is seeking a Senior Manager who will ensure the timely and accurate preparation of clients' tax returns. This role requires at least 7-10 years in public accounting with experience in tax return complexities and client representation... 
    Senior
    Full time

    Dormont Manufacturing Co

    Los Angeles, CA
    2 hours ago
  •  ...Managing Director, Private Bank Relationship...  ...returns on risk. The MD will also shape business...  ..., mentor senior team members, and...  ...bespoke financial strategies aligned with clients...  ...solutions, and holistic wealth management...  ...applicable law. Nearest Major Market: Los Angeles... 
    Private
    Work at office

    HSBC

    West Hollywood, CA
    6 days ago
  •  ...The Private Banker Sr. Principal is an internally...  ...Is a true thought leader who develops new...  ...externally at a senior levels....  ...technical approaches and strategies for the area. Responsibilities...  ...and sources of wealth generation....  ...the Citi Private Bank. Effectively... 
    Private
    Full time

    Citigroup Inc.

    Los Angeles, CA
    3 hours ago
  • $275k

    Managing Director Investment Banking – Aerospace Defense Government...  ...Serviceslocations: Los Angeles, CA: New York, NYtime type: Full...  ...entrepreneurs, family-owned companies, private equity sponsors and major...  ...bridge for introducing other senior bankers into these relationships... 
    Private
    Full time
    Work at office
    Local area
    Remote work

    Mufgamericas

    Los Angeles, CA
    3 hours ago
  •  ...Weber Shandwick in Los Angeles, CA is seeking a Senior Vice President, Social & Influencer Strategy to lead healthcare social programs. You will drive innovative influencer campaigns, ensure regulatory compliance, and partner with cross‑functional teams to deliver integrated... 
    Senior
    Full time

    Weber Shandwick

    Los Angeles, CA
    2 hours ago
  • $99k - $150.8k

     ...Job Description: At Bank of America, we are guided...  ...and supporting strategies to identify and deliver...  ...Financial Advisors existing wealth management clients and...  ...Marketing and selling Private Wealth credit...  ...Dr (CA9801), US - CA - Los Angeles - 2049 Century Park E... 
    Private
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Beverly Hills, CA
    3 days ago
  •  ...Fanatics Collectibles seeks a seasoned engineering leader to define the long-term technology vision and multi-year strategy for our core digital experiences, ensuring...  ...and vendor governance. Partial telecommuting; on-site in Los Angeles when not remote. #J-18808-Ljbffr
    Senior
    Full time

    Fanatics Collectibles

    Los Angeles, CA
    2 hours ago
  • $146k - $200k

     ...A leading global consultancy firm is seeking a Senior Manager for Core Tax Services in Los Angeles. This role involves advising clients on tax strategies, ensuring compliance with applicable regulations, and supervising associates. The ideal candidate will have a Bachelor... 
    Senior
    Full time

    BDO USA

    Los Angeles, CA
    2 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Banking MD & Wealth Strategy Leader (Los Angeles). Be the first to apply!