Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the HNW Wealth Relationship Advisor in New York, NY vacancy
  • 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

    Citibank (Switzerland) AG

    New York, NY
    1 day ago
  • 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

    Citigroup Inc.

    New York, NY
    2 days ago
  •  ...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 worth
    Work at office

    Farther Advisors

    New York, NY
    2 days ago
  • $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

    Avior Executive Search, Inc

    New York, NY
    1 day ago
  • 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

    Citi

    New York, NY
    2 days ago
  • 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

    First National Trust Company

    New York, NY
    2 days ago
  • $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 time
    Work at office

    Citigroup Inc.

    New York, NY
    3 days ago
  •  ...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 worth
    Work at office

    Coda Search│Staffing

    New York, NY
    1 day ago
  •  ...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 worth
    Work at office

    Avior Executive Search

    New York, NY
    2 days ago
  •  ...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 worth
    Work at office
    Local area

    First National Trust Company

    New York, NY
    2 days ago
  • 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... 

    Citigroup Inc.

    New York, NY
    4 days ago
  • $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

    Citi

    New York, NY
    20 hours ago
  •  ...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... 

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • 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... 

    Fairygodboss

    New York, NY
    1 day ago
  •  ...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... 

    J.P. Morgan

    New York, NY
    4 days ago
  • $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 worth
    Full time
    For contractors
    Local area

    Citigroup

    New York, NY
    3 days ago
  • 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

    3M HEALTHCARE

    New York, NY
    4 days ago
  •  ...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

    innovestinvestments

    New York, NY
    2 days ago
  • 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

    Goldman Sachs Bank AG

    New York, NY
    2 days ago
  • $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

    Empirical Wealth Management

    New York, NY
    3 days ago
  • 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

    Bank of America

    New York, NY
    20 hours ago
  • 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

    Cardata

    New York, NY
    2 days ago
  • 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 worth
    Work at office

    Goldman Sachs

    New York, NY
    4 days ago
  • 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

    Northern Trust

    New York, NY
    2 days ago
  • $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 worth
    Temporary work
    Work experience placement

    Wilmington Trust

    New York, NY
    1 day ago
  •  ...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 worth
    Work at office

    New Day Executive Search

    New York, NY
    2 days ago
  • 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

    Citi

    New York, NY
    2 days ago
  • $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

    Lazard Ltd

    New York, NY
    2 days ago
  •  ...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

    Norman Alex

    New York, NY
    1 day ago
  • 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

    Titan

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to HNW Wealth Relationship Advisor. Be the first to apply!