Elite Wealth Relationship Manager for Affluent Clients
$78.08k - $117.12kCiti Group
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
- Citi is seeking a Wealth Relationship Manager to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate will possess strong analytical...Suggested
$89.25k - $105k
Merceradvisors is seeking a Relationship Manager to enhance client satisfaction for UHNW clients. The role requires exceptional interpersonal skills for... .... Ideal candidates will have 5+ years of experience in wealth management and a Bachelor's degree. Competitive compensation...Suggested$110k - $135k
...attorneys and professional staff contribute to client success and organizational excellence.... ...(CD) team as a Client Development Manager supporting the Intellectual Property practice... ...by facilitating growth, cultivating relationships, and connecting clients with the legal resources...SuggestedFull timeLocal areaRemote workAfternoon shift2 days per week3 days per week$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$88.4k - $132.6k
...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...incremental wallet share of the affluent and High Net Worth segment through... ...Business Partners, Relationship Manager, etc.) Organize client events to...SuggestedFull timeWork at office$88.4k - $132.6k
...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...incremental wallet share of the affluent and High Net Worth segment with... ...Business Partners, Relationship Manager, etc.)Organize client events to...Full timeWork at office$88.4k - $132.6k
...- $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...incremental wallet share of the affluent and High Net Worth segment with... ...Business Partners, Relationship Manager, etc.)Organize client events to...Full timeWork at office$250k - $300k
...real estate solutions for the Global Wealth Management Solutions (GWMS) platform with the aim... ...product launches. Constantly seek to build relationships, gaining a thorough understanding of... ...knowledge to lead a wide range of client dialogues with investors. Qualifications...- 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...
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(... ...gain incremental wallet share of the affluent and High Net Worth segment with financial... ...the complex financial needs of the client and offer solutions through a wide...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...
$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- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...
- 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...
$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE... ...gain incremental wallet share of the affluent and High Net Worth segment with... ...discovery and profiling skills. Anticipate clients’ complex financial needs and offer...Work at office- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities... ...and deepening relationships with affluent clients, ensuring compliance with...
$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 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...
- 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...
- At JPMorgan Private Client, we are devoted to providing distinguished... ...that resonate with our affluent clientele, ensuring they... ...unparalleled expertise. As a Relationship Manager in JPMorgan Private Client,... ...financial possibilities their wealth affords, leveraging the formidable...Temporary workWork at officeImmediate start
$85k - $135k
...investment banking, securities, wealth management and investment management... ...the Firm's employees serve clients worldwide including... ...Stanley Wealth Management relationships. Our approach will be highly... ...segments, including the Mass-Affluent, with new digital capabilities...Temporary workWorldwide$233k - $270k
...position. It is designed for an elite strategy practitioner who... ...to directly own and deepen relationships with Tier 1 CPG and Retail giants... ...than internal practice management or administrative operational... ...-driven execution, moving clients from static slide decks to realized...Full timeWork at officeLocal areaImmediate startRemote workWorldwideFlexible hours$125k - $150k
Client Success is the front line of VTS’s retention engine. As a Senior CSM, you aren't just managing accounts—you are partnering with executive leaders... ...AI tools , you will own relationships with our largest, most... ...executed.You will: Build Elite Partnerships: Establish...Work at officeWorldwideFlexible hours- ...seeking a future team member for the role of Director, Client Executive to join our Corporate Trust Client Coverage... ...develop strategic planning for managing and growing existing client relationships, with a focus on revenue retention, while identifying...Contract workWork experience placementWorldwideFlexible hours
$163.2k - $220.8k
...Position OverviewAt Wilson Sonsini, we are committed to providing our clients with both exceptional legal counsel and a highly professional,... ...tangible improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback program(s) and to help...Full timeImmediate startWorldwide- ...Consultant to deliver personalized financial guidance to mass affluent clients entirely remotely. You will build a scalable book of business... ...planning, and connect clients with Flagstar’s broader wealth services. The role requires series 7/66 licenses, an undergraduate...Remote work
$160k - $230k
iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically... ...existing relationships with Asset and Wealth Managers and support other Relationship... ...strategic asset and wealth management clients.Lead platform and system demonstrations...Full timeWork at officeRemote work$25 per hour
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ..., cross-sell) for a number of existing relationships, representing approx. $25 to 50m... ...professional experience, preferably in client management roles with commercial accountability...Temporary workWorldwideFlexible hours- Director, Client Partner - BFSIBrillio is the partner of choice for many Fortune 1000 companies... ...Learn more . Job DescriptionReports To: Managing Director, BFSI VerticalThe Client... ...development strategies, and executive relationships for one of our most strategic Banking clients...
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