Elite Wealth Relationship Manager for Affluent Clients
$78.08k - $117.12kCiti
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The ideal candidate will have 5-8 years of experience, strong analytical skills, and relevant FINRA registration. Responsibilities will include client meetings, compliance adherence, and teamwork within the branch environment. Competitive salary range is $78,080 - $117,120 annually, with comprehensive benefits. #J-18808-Ljbffr Citi
- LVH Global is seeking a Client Relations Director to create, manage, and nurture relationships with direct clients and partners in travel and real estate. You will lead the closing process, coordinate withFinance, and work with the Experience Team to exceed client expectations...Suggested
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...Suggested
$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client relationships and help grow their practice through referrals, delivering financial solutions that ignite the dreams of the...SuggestedWork experience placement- ...real estate appraisal company in New York is seeking a Regional Client Experience Director to provide administrative support and... ...have at least 2 years of customer service experience, strong data management skills, and proficiency in Microsoft Office. This non-exempt position...SuggestedWork at office
$200k - $300k
Vaco by Highspring in New York seeks a Client Relationship Portfolio Manager. The ideal candidate will possess over 8 years of experience advising high-net-worth clients and a proven ability to transition a book of business. This position involves building long-term relationships...Suggested- ...Wealth Relationship Manager - Rego Park Discover your future at Citi Working at Citi is far more... ...gain incremental wallet share of the affluent and High Net Worth segment through the... ...the complex financial needs of the client and offer solutions through a wide range...Work at office
- Citigroup Inc. is seeking a Client Executive to join its Investor Services team in New York. This senior role entails managing a key Asset Manager relationship, influencing client outcomes, and driving revenue growth within a global network. The ideal candidate will have...
- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id: 26963593 Location: Centreville... ...relationships to gain incremental wallet share of affluent and high‑net‑worth clients. Anticipate clients’ complex financial needs and offer...Full timeWork at office- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...
$88.4k - $132.6k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Manhattan to deepen relationships with affluent and High Net Worth clients. The role requires building financial solutions based on client profiling, ensuring compliance, and providing exceptional...Full time$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United... ...gain incremental wallet share of the affluent and High Net Worth segment with... ...Anticipate the complex financial needs of the client and offer solutions through a wide...Work at office$85k - $110k
Our client, a boutique wealth manager in Westchester County, is looking to add a Client Services /Operations Associate to their growing team. This... ...personalized environment where attention to detail, relationship management, and operational excellence are highly valued...- BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...
- ECB STAR Group is offering a unique partner opportunity in New York, targeted at experienced private client, trusts, and estates lawyers. This role emphasizes building and leading within a sophisticated environment, aligning with high-net-worth clients and enhancing practice...
$300k
...Client Relationship Manager (CRM) The Client Relationship Manager (CRM) is responsible for the distribution of Carlyle's offerings through financial... ...CRM to set regional objectives based on Carlyle Global Wealth initiatives and delegate responsibilities regarding...Work at officeLocal area- ...Wealth Relationship Manager Location: New York, NY, US, 10177 Brand: HSBC Area of Interest: Branch and Retail Banking Closing Date... ...service teams to build meaningful relationships with high value clients. Professionalism client focus, and understanding of the...Work at officeLocal area
$150k - $200k
Member Services Manager The Boardroom Mastermind | Remote | W-2 | $150,000-$200,000+ OTE About... ...-old, invite-only private mastermind for elite real estate operators and business owners... ...What You Bring 2+ years in high-touch client success, account management, or...Local areaRemote work$100k - $239.2k
...contribute to the company’s success. As a Premier Client Regional Sales Manager within PNC’s Wealth Management organization, you will be based within the... ...new customers and/or grows existing customer relationships by coaching and managing to defined strategies and...Full timeTemporary workPart timeWork experience placementWork at office- ...Relationship Manager At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled... ...financial possibilities their wealth affords, leveraging the...Temporary workWork at officeImmediate start
$113.2k - $162.4k
...risk to unlock opportunity, helping our clients navigate uncertainty with clarity, speed... ...candidates who model our values: invest in every relationship, lead with curiosity, champion diverse... ...of experience selling into large asset managers or other complex solution‑selling...Full time- Apollo Global Management, Inc. in New York seeks a senior leader to represent real estate solutions for the GWMS platform, driving AUM growth through tailored investor engagement and strategic product messaging. Join a team shaping market dynamics with strong analytical...
- Fiduciary Trust International seeks a Relationship Manager to join our New York team. This role involves managing UHNW client relationships, tailoring services to meet their goals, and coordinating with various professionals to deliver a seamless client experience. The...
- Brown Brothers Harriman (BBH) is seeking a Relationship Manager to join its multi-family office team in New York, NY. You will serve as the main point of contact for high-net-worth clients, manage complex portfolios, and lead business development initiatives while mentoring...Work at office
- Glenmede Trust Company in New York is seeking a Relationship Manager for Wealth Advisory. This full-time position involves managing client relationships, providing integrated wealth management advice, and serving as a fiduciary specialist. The ideal candidate will have...Full timeWork at office
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...Work at office- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...
$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience,... ...abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and ensure...- Aon is seeking a Private Client Account Executive to manage complex personal insurance for affluent clients. This role is responsible for account management, broking solutions, and maintaining strong client relationships. As a virtual position based on the East Coast, you...Remote job
$200k - $300k
...Title: Director, Client & Partner Marketing Primary Location: Remote U.S., with occasional... ..., you will deepen and expand these relationships, building a discipline around client marketing... ...generation and visibility. Define and manage partner tiers and benefits in...Local areaRemote workWork from homeHome officeFlexible hours
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