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- Goldman Sachs in San Francisco is seeking Wealth Management Professionals who excel at client service and collaboration. You will engage ultra-high-net-worth... .... You will help onboard new clients, manage relationships, and support trading and reporting processes while...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
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- ...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
$163.2k - $220.8k
...OverviewAt Wilson Sonsini, we are committed to providing our clients with both exceptional legal counsel and a highly professional... ...lead to tangible improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback program(s) and to...SeniorFull timeImmediate startWorldwide- ...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
- Citi is looking for a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role requires a seasoned professional who will... ...improve processes. The ideal candidate must manage complex client relationships, understand financial needs, and adhere to compliance...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$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
$80.5k - $135k
A leading financial institution is looking for a Premier Relationship Manager in San Francisco, California. This role involves providing comprehensive... ...and establishing strong relationships with high-net-worth clients. Candidates must have a Bachelor's degree, strong sales and...SeniorHigh net worth$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$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 the client and offer solutions through a wide range... ...Small Business Partners, Relationship Manager, etc.). Organize client events to enhance...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- ...leader for independent fee-based investment advisors, seeks a Relationship Manager in the Greater San Francisco Bay region. You will coordinate... ...and partners to support advisor education and adoption of Wealth Management Services, while expanding growth and retention. This...SeniorRemote job
- ...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
- Crowe is seeking a Tax Manager to provide expertise in estate, gift, and trust tax planning and compliance, delivering high-level consulting to ultra-high-net-worth clients. This role emphasizes leadership in managing complex projects and mitigating risks while maintaining...High net worth
- 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
- Mercer Advisors is seeking a Relationship Manager I in the Client Service department to elevate service delivery for Wealth Management clients. You will partner closely with Wealth... .... The role offers a clear path to senior levels, with hybrid work and opportunities...
- 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
$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$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
- JPMorgan Chase & Co. seeks a Client Specialist in San Francisco to focus on High Net... ...role involves marketing and selling wealth management services, collaborating with bankers and... ...the potential for impactful client relationships. #J-18808-Ljbffr JPMorgan Chase & Co.SeniorHigh net worth
- ...As a Wealth Advisor and Relationship Manager at Twin Peaks Wealth Advisors, you are the face of the firm for a portfolio of clients. You quarterback every facet of their financial lives, from equity... ...'re Looking For 7+ years advising HNW or UHNW clients at an RIA, private...High net worth2 days per week3 days per week
- ...with a devoted team of relationship managers serving many... ...international high net worth clients. Position overview: The Managing Director –Senior Private Banker is responsible... ...providing customized wealth management, investment... ...generation within HNW/UHNW segments. Proven...SeniorHigh net worthWork at office
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