Senior Wealth Relationship Manager for HNWI
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Palo Alto seeks a Sr. Analyst in Wealth Relationship Management to deepen client relationships and coordinate with branch teams. The role requires strong analytical skills, extensive FINRA registrations, and the ability to provide holistic financial planning solutions. You will conduct face-to-face client meetings, identify needs, and collaborate with product specialists to offer banking, credit and investment solutions. #J-18808-Ljbffr Citibank (Switzerland) AG
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...SeniorHigh net worth- Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance...Senior
- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional role. Applies... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding....High net worthFull timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...High net worthFull timeWork at office- ...Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit...SeniorHigh net worth
$88.4k - $132.6k
Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire...High net worthFull timeWork at office- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate...Senior
- ...must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high-value...High net worthLocal area
- Citi is seeking a Private Client Coverage professional in Mountain View, CA, to deepen relationships with affluent clients, tailor holistic financial plans, and coordinate with product specialists. The role emphasizes high-touch engagement, proactive referrals, and strict...
- ...Atlassian is rapidly growing our Trust Engagement team and we need experienced and motivated people to help us meet our goals. As a Senior Manager, you will drive the growth and expansion of how we earn and maintain customer trust. Responsibilities What you'll doYou...SeniorWork at officeLocal area
$176.6k - $238.9k
...ProServe) team is seeking a highly skilled and versatile Engagement Manager (EM) to join our team and lead the delivery of complex cloud... .... Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These...SeniorLocal areaFlexible hours$144k - $244k
A leading global technology services firm seeks a Senior Client Executive-Hi-Tech in Palo Alto, California. This remote role focuses on managing multiple manufacturing clients and driving revenue growth, requiring extensive experience in client management, and knowledge...SeniorRemote work$25 per hour
..., apply now.We are currently seeking a Senior Client Executive-Hi-Tech(Remote) to join... ...diverse solution offerings as well as management of a diverse applications portfolio, leveraging... ...to grow and improve client/customer relationships, implement change, and leverage...SeniorFull timeTemporary workWork at officeRemote workWork from homeHome officeFlexible hours$140k - $235k
...looking for a seasoned professional to join their Global Commercial Banking Healthcare, Technology & Sponsors Team. The role requires managing an extensive portfolio of complex clients and providing tailored financial solutions. Key qualifications include a minimum of 10...Senior- ...Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires... ...client needs to develop tailored solutions for wealth management. The ideal candidate will have over 15 years...SeniorHigh net worth
$116.9k - $203.6k
...every organization on the planet to achieve more. As a Senior Real Estate Portfolio Manager, you will be responsible for the full lifecycle of... ...with the broader Microsoft interests.Establish and grow relationships with key business leaders and partners to understand business...SeniorOngoing contractWork at officeLocal area3 days per week$205k - $273k
...responsible for delivering NTT DATA services and ensuring client satisfaction. This role requires over 8 years of experience in IT management and service delivery, including Application and Cloud services. The ideal candidate will have a strong background in stakeholder...Senior- ...Executive III in Mountain View, California. The role involves overseeing the delivery of services, ensuring client satisfaction, and managing operational governance. Candidates should have an advanced degree in IT, over 5 years of experience in relevant industries, and 8...SeniorRemote work
- ...Job Description Job Description Senior Property Manager Location: Palo Alto CA 94301 3+ months contract $48/hr on w2 Equal Opportunity Employer / Disabled / Protected Veterans The Know Your Rights poster is available here: -06/22-088_EEOC_KnowYourRights...SeniorContract workTemporary work
$97.6k - $188.4k
...expertise, portfolio strategy and planning, capital investment management, workplace strategy and facility operations for Microsoft’s corporate... ..., analytical, and highly accountable business leader to be the Senior Portfolio Planning Manager, Real Estate, in Mountain View, CA,...SeniorOngoing contractWork at officeLocal areaImmediate start3 days per week- ...sponsorship for this position.Ready to grow high-value client relationships through tailored wealth solutions?Why HSBCHSBC is one of the largest banking and... ...we do.The OpportunityAs a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer...Local area
$144k - $244k
...apply now. We are currently seeking a Senior Client Executive-Hi-Tech(Remote) to... ...diverse solution offerings as well as management of a diverse applications portfolio, leveraging... ...to grow and improve client/customer relationships, implement change, and leverage...SeniorTemporary workWork at officeRemote workWork from homeHome officeFlexible hours- ...Senior Property Manager Location: Palo Alto CA 94301 3+ months contract $48/hr on w2 Skills Required: Financial Analysis. Property Tax Knowledge. Month-End Closing. Account Reconciliation. Financial Reporting. Knowledge of ledgers and accounting software. Asset...SeniorContract workTemporary work
$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorHigh net worth$165k - $185k
Overview Principal Engagement Manager role at Assured. This position involves leading large-scale client engagements, maturing delivery and success processes, and ensuring seamless implementation experiences from kickoff to long-term partnership. You will collaborate with...SeniorFlexible hours$132.5k - $338.3k
...You areDigital Assets Senior ManagerManagement Consulting?professionals design and implement... ...& Capital Markets Digital Assets Senior Manager will be focused on supporting the... ...drive that change, with strong ecosystem relationships. We combine our strength in technology and...SeniorLive inWork at officeLocal area$88.4k - $132.6k
Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires strong analytical and financial skills, excellent communication abilities, and a solid understanding of financial planning...SeniorHigh net worth- ...Citigroup Inc. is looking for an Investment Counselor Principal in Palo Alto, CA. In this strategic role, you will develop and manage relationships with ultra-high net worth clients, leveraging extensive investment experience to provide innovative solutions and advice....SeniorHigh net worth
- ...provider is seeking a Technical Recruiter to oversee the development of an enterprise-wide software inventory and improve asset management processes. The ideal candidate will have over 5 years of experience in Software Asset Management, a Bachelor's degree in a relevant...SeniorContract work
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