Senior Wealth Relationship Manager - HNW Clients
Citibank (Switzerland) AG
Citibank (Switzerland) AG in San Francisco seeks a Wealth Relationship Manager to deepen client relationships with affluent and HNW clients, delivering holistic financial planning and proactive discovery to tailor solutions. You will coordinate with product specialists, maintain regulatory compliance (KYC/AML), and drive referrals and events to grow the portfolio while meeting FINRA and mortgage-licensing requirements. A strong communicator with 5–8 years of experience is preferred. #J-18808-Ljbffr Citibank (Switzerland) AG
$88.4k - $132.6k
A leading financial services company is hiring a Wealth Relationship Management Sr. Analyst in San Francisco. This role involves building relationships with High Net Worth clients, offering holistic financial solutions, and ensuring compliance with regulatory norms. Candidates...SeniorHigh net worth- ...in San Francisco, CA is seeking a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory... ...bespoke wealth solutions to high-net-worth clients. You will lead a collaborative team,... ...is emphasized to foster client relationships. #J-18808-Ljbffr Charles SchwabSeniorHigh net worth
- BDO USA, LLP seeks a Tax Manager, Private Client Services to service high net-worth clients with estate and trust tax planning, compliance, and consulting. The role emphasizes leadership, client communication, and technical tax knowledge for complex structures. Responsibilities...SeniorHigh net worth
- ...plans, and ultra-high net worth private clients implement and manage custom investment portfolios that... ...presence, local expertise, and relationships with the top global investment managers... ...systems. • Provide regular updates to senior leadership on client retention, new...SeniorHigh net worthWork at officeLocal areaWorldwide
- ...Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional team responsible... ...and Ultra High Net Worth clients. This leader will partner... ...Management leadership, relationship teams, and investment... ...experience with HNW or UHNW client relationships...SeniorHigh net worthFull timeWork experience placementWork at office
- ...based in San Francisco, CA is seeking a Senior Tax Manager with at least 7 years of experience.... ...advisory services for ultra-high-net-worth clients and requires strong leadership skills... ...of tax laws, and excellent client relationship management abilities. Competitive salary...SeniorHigh net worthRemote job
- Citigroup Inc. in San Francisco is seeking a Sr. Analyst for Wealth Relationship Management (Branch) SAFE Act to deepen client relationships and deliver holistic financial solutions to affluent clients. The role requires strong analytical skills, regulatory knowledge, and...Senior
$88.4k - $132.6k
...StatesSalary: $88 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...High net worthFull timeWork at office$88.4k - $132.6k
...StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...High net worthFull timeWork at office$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You... ...elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorHigh net worthFull timeFixed term contractLocal area$135k - $160k
Side is seeking a Manager of Partner Success to manage a team and serve as the primary account owner for a portfolio of real estate partners. You will drive partner performance and retention, collaborate closely on business goals, and enhance adoption of Side’s brokerage...Senior- Flagstar Bank is seeking a Private Client Office Relationship Director, SVP in San Francisco to drive... .... The role focuses on onboarding and managing relationships to maximize satisfaction... ...with product experts to tailor wealth solutions. #J-18808-Ljbffr Flagstar...SeniorHigh net worthWork at office
- We are seeking a Senior Director, Client Partner to serve as the "CEO" and P&L owner of one or multiple client accounts, owning senior-level client relationships and successfully ensuring the quality, integrity, value and financial metrics of the portfolio. Our ideal candidate...Senior
$112k - $150k
A leading accounting firm is seeking a Tax Manager for their Private Client Services. The role involves providing tax compliance and consulting services to high net-worth clients. Candidates should have a bachelor's degree in accounting or finance, five years of experience...SeniorHigh net worthWork at office$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...the complex financial needs of clients and offer solutions through a wide range... ...Small Business Partners, Relationship Managers). Organize client events to enhance client...High net worthFull timeWork at office- ...opportunities to your portfolio of clients. Increase wallet share of... ...with current and potential Wealth customers and recommend... ...referral network for additional relationship opportunities while... ...framework relevant to wealth management. Strong client focus and ability...High net worthLocal area
$173k - $231.87k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and... ...joining Baker Tilly (BT) as a Tax Senior Manager focused on Real Estate for the San Francisco... ...you get your work done and meaningful relationships with clients, teammates and leadership...SeniorHigh net worthFull timeLocal areaWorldwide- Baker Tilly Advisory Group, LP in NorCal seeks a Tax Manager to deliver tax compliance and advisory services to... ...staff, work with firm leadership, and help develop client relationships while expanding the Private Wealth/PCS practice. You’ll join a fast-growing firm...SeniorHigh net worthPrivate practiceFlexible hours
- ...SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client relationships... ...candidate has 10-15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication...SeniorFull timeWork at office
- ...Relationship Management & Retention Serve as the primary relationship manager for a portfolio of clients in the San Francisco region, ensuring high levels of engagement, satisfaction... ...CRM systems. Provide regular updates to senior leadership on client retention, new business...Senior
$125k - $150k
...ultra-high-net-worth clients. Our firm offers a comprehensive... ...including investment management, financial and... ...ideas, build meaningful relationships, and leverage... ...of experience at the Senior Manager level and 7 to... ...hire Certified Private Wealth Advisor designation (CPWA...High net worthFull timeWork at officeRemote workWork from homeMonday to ThursdayFlexible hours- Baker Tilly US is seeking a Tax Manager for their Private Wealth/High Net Worth team in San Francisco. This role involves delivering tax and business advisory services, mentoring staff, and directly impacting the firm's success. The ideal candidate will have experience...High net worthFlexible hours
- ...We are seeking a Senior Director, Client Partner to serve as the "CEO" and P&L owner of one or... ...accounts, owning senior-level client relationships and successfully ensuring the quality... ...business results. Req# 1025899746 Manage all commercial aspects of the client...Senior
- Baker Tilly US in San Francisco seeks a Senior Business Development Director to drive growth across Tax, Assurance, and Advisory through Private Client opportunities. You will build relationships with high-net-worth individuals, family offices, and trusted advisors, shaping...SeniorHigh net worth
- Baker Tilly is seeking a Tax Senior Manager for Private Wealth to join our High Net Worth Seattle/San Francisco tax practice. You will lead engagements... ...of tax experience, and supervisory abilities. A strong client-focus and collaborative mindset are essential. #J-18808-...SeniorHigh net worth
$221k - $322k
...shape to the future—and get there. As a Senior Director and Client Partner in our NorCal market, you’ll... ...of Slalom’s most strategic client relationships in the global technology sector. You’... ...transformation environments Operational acumen to manage delivery excellence, financial...SeniorTemporary workLocal area- ...Francisco, CA seeks a Sr. Analyst for Wealth Relationship Management. This role applies in-depth financial... ...and improve processes within private client coverage. Responsibilities include proactive... ...to address complex financial needs of HNW clients. #J-18808-Ljbffr Citibank (...SeniorHigh net worth
- Jobtailor seeks a senior tax professional to provide compliance and consulting services to high-net-worth individuals, families... ...current with tax developments. You will mentor staff, foster client relationships, and collaborate with leadership to grow the practice. #J-1...SeniorHigh net worthWork at office
$200k - $300k
...institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years... ...investment solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a CFA or MBA. The...SeniorHigh net worthFull time- ...advice and support to high-net-worth clients. Candidates should have a Bachelor's... ...investment and tax planning advice, and managing client relationships. The role offers a competitive salary... ...the potential for revenue sharing. #J-18808-Ljbffr Empirical Wealth ManagementSeniorHigh net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager - HNW Clients. Be the first to apply!
- financial advisor wealth manager San Francisco, CA
- wealth management advisor San Francisco, CA
- wealth management consultant San Francisco, CA
- wealth manager San Francisco, CA
- university relations manager San Francisco, CA
- provider relations manager San Francisco, CA
- global relationship manager San Francisco, CA
- relationship manager work from home San Francisco, CA
- labor relations manager San Francisco, CA
- IT business relationship manager San Francisco, CA


