Senior Private Banking MD & Wealth Strategy Leader (Los Angeles)
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$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...PrivateFull time$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...PrivateFull time$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...PrivateFull timeLocal area- ...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...SeniorPrivateBank staffShift work
$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...SeniorPrivateBank staffShift work$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...SeniorPrivateFull time- 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...SeniorPrivateFull time
- ...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...SeniorPrivateImmediate start
$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...PrivateFull time$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...SeniorFull time- ...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-LjbffrSeniorPrivateFull timePrivate practiceRemote work
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...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...SeniorFull time$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...PrivateFull timeWork experience placementLocal areaFlexible hours$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...PrivateFull timeWork experience placementSummer holidayWork at officeFlexible hours$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...PrivateFull timeContract workWork at officeLocal area- ...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...SeniorFull timeContract work
- ...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...SeniorFull time
$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- ...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...SeniorPrivateWork at officeRelocation
- ...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....SeniorFull timeWork at officeRemote work
- ...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...SeniorFull time
$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...SeniorFull time- ...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...PrivateWork at office
- ...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...PrivateFull time
$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...PrivateFull timeWork at officeLocal areaRemote work- ...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...SeniorFull time
$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...PrivateWork at officeFlexible hoursShift workDay shift- ...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-LjbffrSeniorFull time
$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...SeniorFull time
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