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 Management (Branch) Sr. Analyst SAFE Act in New York. This crucial role focuses on building strong client relationships with affluent and high-net-worth clients, ensuring compliance with regulatory standards, and providing tailored...Suggested
- 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
- Citi is seeking a Wealth Relationship Manager for the DMV Market. The role focuses on building relationships with affluent clients, identifying their complex financial needs, and delivering holistic financial planning solutions through in-branch interactions and coordinated...Suggested
- Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and...Suggested
- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...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 through... ...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 through... ...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$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- Description Summary Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with... ...to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities...Work at officeRemote workWork from homeFlexible hours
- 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 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...
- JPMorgan Chase & Co. seeks a seasoned Relationship Manager for JPMorgan Private Client in New York. You will nurture high-net-worth client relationships, understand... ...proposition with a focus on personalized planning, wealth management integration, and superior client service....
- 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
$62k - $100k
...view more details about this job. Merrill Wealth Management is a leading provider of comprehensive... ...Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Work at officeShift workDay shift$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$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- ...future team member for the role of Director, Client Executive to join our Alternatives... ...ll make an impact in the following ways: Manage a book of clients driving the development... ...whilst supporting premium tier 1 relationships working collaboratively with other members...Work experience placementLocal areaWorldwideFlexible hours
$75k - $85k
...chartering service for the world’s elite, bringing together a... ...full services, exclusive home management, and advisory services combined... ...a member of the Sales Team, Client Relations Director plays a crucial... ..., managing, and nurturing relationships with new & existing direct...Flexible hours$229k - $343k
...operates Snapchat, a visual messaging app that enhances your relationships with friends, family, and the world, and Specs Inc., a... ...Bitmoji, Saturn, and other digital services.We’re looking for a Manager, Client Partner to join Snap Inc! As a Manager, you will manage a team...Full timeLive inWork at officeLocal area- Build and maintain trusted executive-level relationships with senior stakeholders at Life &... ...organizationsServe as a strategic advisor, translating clients’ business challenges into solutions... ...account revenue growth, manage pipeline, and own P&L performance across...
$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...
- JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients. You will actively solicit referrals, collaborate with specialists, and help clients access self...
- Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach. You will work with...
$199.5k - $360k
...This is where the Principal Client Partner comes in. This senior... ...impact role is designed for an elite sales professional who has... ...acquisition and deepening strategic relationships within the Fortune 1000,... ...: Maintain rigorous pipeline management and accurate revenue forecasting...Full timeTemporary workPart timeWork experience placementLocal areaFlexible hours- Job Title: Private Client Accounts Executive Position Type: Full... ...Client Account Executive to manage and service a High-Net-Worth... ...delivering exceptional service to affluent clients in a fast-paced... ...the ability to build long-term relationships with High-Net-Worth clients....Full timeWork at officeLocal areaShift work
- ...the firm’s most complex and high-profile client engagements. Working directly with... ...initiatives, and maintain strong executive relationships throughout the engagement lifecycle. Success here requires more than program management expertise — you must engage confidently...Full timeFor subcontractorWork at officeLocal areaRemote workFlexible hours3 days per week
- ...cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and... ...Investor Services preferably) is preferred with 5-10 years in management/leadership roles. Experience in the various Alternative fund...Work experience placementWork at officeWorldwideFlexible hours
- ...markets. Autonomous is an agentic wealth manager built on this foundation.... ...on it with precision. The Client Director helps that vision... ...success: you own the customer relationship, you grow our base, and you... ...ATG We’re building a small, elite team. If you’re excited by AI...Work at office
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