Senior Wealth Advisor | HNW Client Relationships
Citi Group
Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance. You will work closely with product specialists to address client needs in a high-touch, face-to-face setting. The position requires 5–8 years of experience, FINRA registrations, and mortgage origination readiness. #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor | HNW Client Relationships in New York, NY vacancy
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients...SeniorHigh net worth
- ...with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market... ...inherit and grow an established HNW/UHNW client book and deliver comprehensive financial... .... The role requires strong relationship management, cross-team...SeniorHigh net worth
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations... ...and report to the President of Wealth Management in Pittsburgh, PA. This...SeniorHigh net worth
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorHigh net worthWork at office- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires... ..., and a proven track record in wealth management with a significant AUM. Series...SeniorHigh net worth
- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...Senior
$200k - $260k
...Senior Tax Manager / Tax Principal – High Net Worth Clients Location: New York,NY, US Date... ...of their broader wealth management teams... ...with financial advisors, investment professionals... ...trusted client relationships through... ...#accounting-finance #cpa #hnw #family-office...SeniorHigh net worthWork at officeFlexible hoursLeoForce
New York, NY3 days ago- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...SeniorHigh net worth
- Jobot is seeking a Senior Tax Associate to deliver tax compliance, planning, and family... ...worth individuals. You will work with clients and wealth-management teams to provide... ...combines technical tax expertise with client relationship management and financial oversight, requiring...SeniorHigh net worthWork at office
- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax... ...navigate complex tax regulations and optimize client positions while leading teams and... .... This role emphasizes building client relationships, interpreting data, and delivering...SeniorHigh net worth
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive...Senior
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...SeniorHigh net worth
Citi
New York, NY5 days ago - A global financial services firm is seeking a Private Client Advisor in New York to offer comprehensive financial planning and advice. The successful candidate will build client relationships and provide tailored investment solutions. With at least 2 years of relevant experience...
- Chase is seeking a Private Client Banker in New York to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to connect clients to mortgage, advisory, and business services while promoting self-service options...
- JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to be the main... ...customers, managing their complete banking relationship with a proactive, advisory approach. You will partner with Private Client Advisors, Mortgage Bankers and Business...
- Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach to grow balances. The role involves referrals, collaboration with specialists, and enabling 24/7 self-service...
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to manage affluent clients and a broader client base. You will actively grow relationships by cross-selling products, soliciting referrals, and coordinating with Specialists to meet complex financial needs...Full timeFlexible hoursAfternoon shift
- ...leading professional services advisor to middle-market businesses... ...actionable insights to help clients anticipate what is next and discover... ...and maintain positive relationships with high-net-worth clients.Respond... ...issues.Present findings to senior team members and clients....SeniorHigh net worth
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's... ...experience in investment advisory or wealth management ~ Proven, transferable book...SeniorHigh net worthWork at office
New Day Executive Search
New York, NY5 days ago - ...About the job Senior Financial Advisor We are recruiting... ...- A global book of clients from $100MM - $2BBMM+... ...Capital Advisor and Wealth Advisor). - Ensure... ...Management working with HNW/UHNW individuals and... ...and deepen existing relationships. - Demonstrated understanding...SeniorHigh net worth
Norman Alex
New York, NY4 days ago $350k
...Our client is a growing super regional full-service bank... ...Our client is seeking a Senior Advisor/ Banker who leads with investments... ...and retain full-service relationships with both UHNW & HNW clients. Responsibilities... ...years' experience in the wealth management industry as...SeniorHigh net worthAvior Executive Search, Inc
New York, NY1 day ago- Search Masters, Inc. seeks a Senior Wealth Advisor to join a growing Wealth Management practice. The role focuses on advising... ...management experience, a proven ability to grow a client book, and a collaborative, relationship-driven approach to serve sophisticated clients...SeniorHigh net worth
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...SeniorHigh net worth- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in... ...Advisor Opportunity The Role: You will own client relationships and help accelerate growth . You will play a lead...SeniorHigh net worthRemote work
Professions
New York, NY3 days ago - Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
- ...institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses... ...solutions to high net worth clients and requires significant experience in... ...capabilities, and be proficient in client relationship management. The position emphasizes...SeniorHigh net worth
$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required)... ...strategic acquisitions and a client‑first approach, the firm provides... ...directly with clients and advisors to design and implement advanced... ...benefits Direct impact on HNW/UHNW client strategy at a...SeniorHigh net worthFull timeWork at officeRemote workFlexible hoursStonepath
New York, NY5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor | HNW Client Relationships. Be the first to apply!
Related searches
- oracle financial functional consultant New York, NY
- financial advisor part time New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial associate New York, NY
- junior oracle financial functional consultant New York, NY
- project finance associate New York, NY
- wealth advisor associate New York, NY
- morgan stanley financial advisor New York, NY
- jde finance consultant New York, NY