Senior Wealth Relationship Strategist
Citigroup Inc.
Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst for the Branch. This role delivers advanced financial planning, builds deep client relationships, and coordinates with product specialists to offer holistic solutions. It emphasizes compliant, high-quality client service and leadership within teams. The position requires FINRA registrations and mortgage licensing readiness, with bilingual preferences for Mandarin. #J-18808-Ljbffr Citigroup Inc.
$83.92k - $125.88k
Citigroup Inc. is seeking a Wealth Relationship Manager in Temple City, California to drive client relationships and provide financial planning solutions. The role requires strong analytical and communication skills, as well as 5-8 years of relevant experience. Responsibilities...SeniorFull time$100.67k - $134.06k
...requires strong analytical skills and experience in proposal preparation, along with effective communications for maintaining positive customer relationships. The salary range for this role in California is $100,674.00 - $134,061.00. #J-18808-Ljbffr RBC Bearings IncorporatedSeniorContract work- ...A bit about us: We are redefining the way high-net-worth families manage and preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we provide comprehensive wealth management services-including investment...SuggestedWork experience placementWork at officeLocal areaFlexible hours
- ...Citi is seeking a Wealth Relationship Manager in Whittier, California, who will leverage their financial expertise to foster and cultivate relationships with affluent clients. This role requires a seasoned professional to apply in-depth knowledge to enhance client engagement...Senior
$97k - $110k
The University of Southern California is seeking a Senior Communications Specialist for their Institute for Advanced Catholic Studies... ..., enhancing communications strategies, and fostering relationships with supporters. Ideal candidates possess exceptional communication...Senior$81.12k - $133.01k
The University of Southern California seeks a Senior Media Relations Specialist responsible for developing communications strategies... ...and clinical research. The role requires cultivating media relationships and writing press releases and social media content. Qualified...Senior- ...AWM Capital Wealth Strategist Pasadena, CA·Full time Apply for Wealth Strategist A Wealth Strategist at AWM focuses on communicating with clients and responding to their needs by collaborating effectively with all members of the firm to provide the highest level of quality...Full timeWork at office
- Air Combat Effectiveness Consulting Group, LLC is seeking a skilled Corporate Sr. Benefits Specialist responsible for managing employee benefits administration, ensuring compliance with regulations, and providing support to HR departments. The ideal candidate has over five...Senior
$158.01k - $276.46k
...financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a...SeniorWork experience placementLocal areaFlexible hours$164k - $250k
Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor in Southern California. In this key position, you'll help clients achieve their financial goals while providing exceptional service. The expected salary ranges from $164,000 to $250,000 annually...Senior$70k - $85k
CTBC Bank Corp USA in San Marino, CA, is seeking a Financial Relationship Officer to generate revenue through community engagement and customer referrals. The ideal candidate will have a Bachelor’s degree and 5+ years in product sales, with strong skills in customer relationship...Senior$80k - $100k
...Client Associate $80,000 - $100,000 Pasadena, CA +1 Client Associate Wealth Management for Professional Athletes A boutique wealth management firm specializing in serving professional athletes and high-net-worth clients is seeking a Client Associate to join its...Work at officeLocal areaFlexible hours$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within own field and contributes to... ...cold calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that...SeniorFull time$122.54k - $208.72k
...City National Bank in Pasadena is seeking a Relationship Manager Senior CB to develop and manage commercial client relationships. You will present a variety of product solutions to clients. The ideal candidate will have a Bachelor's Degree, at least 5 years of lending...Senior$10 per hour
...Business Relationship Manager If you are customer focused, enjoy building relationships and... .... As a Business Relationship Manager Senior (BRM) Deepening banker in Business... ...banking products and partner with Branch, Wealth Management and Private Bank to identify...SeniorWork experience placementWork at office- ...lead product assortments, vendor management, and team supervision, driving profitable procurement. This in-office role reports to the Senior Buyer and owns specific categories to ensure complete procurement execution. The position requires strategic thinking, market...SeniorWork at office
$140k - $220k
A leading financial institution is seeking a Credit Manager in El Monte, California. This role involves overseeing client portfolios, managing credit needs, and leading negotiations for credit transactions. The ideal candidate should have a minimum of 5 years of experience...Senior$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SeniorHourly payContract workFor contractorsWork experience placementRemote work$140k - $185k
...The Trust, Estate, Gift (TEG) tax group is seeking a Managers, Senior Managers, and Principals with a strong background in working... ...individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift...SeniorWork experience placementWork at officeRemote work$122.54k - $208.72k
...Relationship Manager Senior CB Develops and manages relationships with commercial clients in the assigned business segment and/or geographic areas. Presents a variety of product solutions to client needs. Provides responsive, quality service. Approves transactions within...Senior$80k - $96k
...P&C Senior Sales Agent, Commercial Line (Bilingual in Chinese) The P&C Commercial Line... ...Agent will build and maintain client relationships, provide tailored risk management solutions... ...financial security and generational wealth. What We Offer Competitive salary...Senior$25 - $28 per hour
...customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication... ...& Registry (NMLS) within 6 months of hire or designation as a Senior Relationship Banker. May obtain (optional) appropriate State(...SeniorFull timeFlexible hoursWeekend work- Join Southern California Edison (SCE) as an Environmental Agency Advocate Senior Advisor in Agency Relations (Regulatory Affairs) to engage with federal and state agencies, manage relationships, and advocate for regulatory goals. This hybrid role provides opportunities...Senior
- Bank of America in Rosemead is looking for an enthusiastic client representative to manage financial center client relationships. This role requires engaging with both individual and small business clients, ensuring they receive exceptional service and solutions tailored...Senior
$22 - $25 per hour
...customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g....SeniorFull timeFlexible hoursWeekend work- Panda Restaurant Group, Inc. in Rosemead, California, seeks a Senior Manager for Freight & Logistics to oversee managed programs and... ...Chain Management. This role involves establishing strong relationships with suppliers and logistics partners to ensure compliance and...Senior
- Southern California Edison (SCE) seeks an Environmental Agency Advocate Senior Advisor in California to manage relationships with regulatory agencies. This role is essential in ensuring SCE's regulatory compliance and involves significant collaboration with various stakeholders...Senior
$200k - $275k
...as their top tier partner! If you are a Senior Tax Manager looking for a clear path to... ...clients while actively developing new client relationships. 4. Support a wide variety of clients in... ...and upside while building real wealth faster We offer relocation assistance to...SeniorLocal areaRelocationRelocation package- Seeking an experienced AIOps professional to lead enterprise AIOps strategy, governance, and operational analytics initiatives. The role focuses on implementing AI-driven IT operations, establishing model lifecycle governance, and improving operational efficiency through...
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