HNW Wealth Relationship Advisor
Citi Group
Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise. You will collaborate with product specialists to deliver holistic financial solutions and drive wallet share growth. Responsibilities include high-touch client engagement, referrals, event organization, and strict adherence to KYC/AML and regulatory standards to protect Citi #J-18808-Ljbffr Citi
- Citibank (Switzerland) AG is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to support affluent and HNW client engagements in the New York area. The role emphasizes RFAs to drive wallet share while complying with SAFE Act and FINRA requirements. The position...High net worth
- Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively...High net worth
- ...growing RIA that combines expert advisors with cutting-edge technology... ...a comprehensive, tailored wealth management experience.Farther... ...for our most complex client relationships.This role is ideal for a seasoned... ...experience serving HNW/UHNW clients in a multi-family...High net worthWork at office
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank... ..., develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and... ...with 7+ years' experience in the wealth management industry as either a Financial...High net worth- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...High net worth
- F.N.B. Corporation (FNB) seeks a Wealth Advisor to drive new revenue within an assigned region for the Wealth Management unit. You will... ...experience through a consultative approach, collaborating with the relationship team to present tailored investment solutions. The role...High net worth
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...Full timeWork at office- ...individual will serve as a trusted advisor to High Net Worth (HNW) and Ultra High Net Worth (UHNW) families, delivering fully integrated wealth management solutions while contributing... ...primary advisor managing complex relationships with HNW and UHNW individuals, families...High net worthWork at office
- ...Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established and expanding International... ...York office. The role will be client-centric and focused on HNW & UHNW clients for the U.S domestic market. The right candidate...High net worthWork at office
- ...College, Pennsylvania 16801. Position Title Wealth Advisor Business Unit WM - FNTC Reports To... ...work closely with the client and FNBWM relationship team in developing the proposed solutions... ...Wealth Management with a focus on HNW clientele. Institutional Wealth Management...High net worthWork at officeLocal area
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...Work at office- ...Banking to serve a select group of affluent clients, manage their full banking relationships, and drive growth through referrals and cross-team collaboration. You will work with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers to tailor education...
- Chase is seeking a Private Client Banker in New York to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to connect clients to mortgage, advisory, and business services while promoting self-service options...
- ...select group of affluent clients and other customers, managing their complete banking relationship with a proactive, advisory approach. You will partner with Private Client Advisors, Mortgage Bankers and Business Relationship Managers to connect clients with experts, promote...
$170k - $300k
...Services, Executive, WealthCompany: CitiCiti Wealth is a leading provider of financial... ...the world. Our Private Bankers, Financial Advisors and Lending Advisors act as trusted... ...and Citigold as part of their wider Citi relationship.Our Lending Advisors partner with Citi Private...High net worthFull timeFor contractorsLocal area- Merrill Wealth Management is seeking a professional to join our Advisor Development Program, serving high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review investment goals, and prepare recommendations to build a sustainable...High net worth
- ...Lanka by delivering personalized advisory and utilizing credible data. The ideal candidate will possess a deep understanding of U.S. wealth management, excellent communication skills, and the ability to operate independently while collaborating with Sri Lanka-based teams...High net worth
- Goldman Sachs is seeking a Private Wealth Advisor Associate in New York to serve ultra-high net worth clients, delivering tailored wealth... ...wealth business through proactive client service and relationship management. The role emphasizes investment acumen, team collaboration...High net worth
$100k - $250k
Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients...High net worth- Merrill Wealth Management, part of Bank of America, seeks a Financial Advisor through its Advisor Development Program in New York. You will work with high-net-worth individuals, identify needs, and deliver comprehensive recommendations. You’ll be mentored by Merrill teams...High net worth
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will...High net worth
- Goldman Sachs is seeking a Private Wealth Advisor in New York to partner with Private Wealth Management and the Goldman Partner Office... ...asset allocation, comprehensive wealth planning, and strong relationship management, with opportunities to grow a client base and collaborate...High net worthWork at office
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...High net worth
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the... ...families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client...High net worthTemporary workWork experience placement- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's... ...experience in investment advisory or wealth management ~ Proven, transferable book...High net worthWork at office
- Citi is seeking a Wealth Relationship Manager to strengthen client relationships and offer holistic financial solutions in New York. The role requires a minimum of 5-8 years of experience in financial services, along with strong analytical and communication skills. The...High net worth
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...High net worth- ...About the job Senior Financial Advisor We are recruiting... ...Investor, Capital Advisor and Wealth Advisor). - Ensure that the... ...Wealth Management working with HNW/UHNW individuals and families... ...practice and deepen existing relationships. - Demonstrated...High net worth
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to HNW Wealth Relationship Advisor. Be the first to apply!
- international financial advisor New York, NY
- financial advisor New York, NY
- financial associate New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- associate leveraged finance New York, NY
- financial advisor wealth manager New York, NY
- financial advisor associate New York, NY
- financial planning associate New York, NY
- financial planning assistant New York, NY

