Private Wealth Relationship Strategist
$83.92k - $125.88kCitigroup Inc
A prominent financial institution is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles, CA. This role requires 5-8 years of experience in financial planning, strong analytical, communication, and organizational skills. The analyst will build relationships with affluent clients, anticipating their financial needs and offering tailored solutions. Completion of required US FINRA registrations is essential within the first 150 days. The position offers a competitive salary range between $83,920 and $125,880, alongside comprehensive employee benefits. #J-18808-Ljbffr
$139.23k - $163.8k
...skills and discover what you excel at—all from Day One.Job DescriptionThe PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring new client relationships generally above $10MM net worth into Private Wealth Management. Helps with...PrivateFull timeWork experience placementWork at officeLocal area$159.6k - $296.4k
...our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Senior Relationship Strategist within PNC's Private Bank organization, you will be based in Los Angeles, CA. The position can be located in either the Downtown Los...PrivateFull timeTemporary workPart timeWork experience placementWork at office- ...Mariner Wealth Advisors in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary contact for ultra-high-net-worth clients, coordinating with advisors, CPAs, attorneys, and staff to ensure seamless execution and exceptional service. The role...Suggested
- ...Citi in Los Angeles, CA is seeking a Sr. Analyst for Wealth Relationship Management to deepen high-net-worth client relationships through comprehensive financial planning and advisory services. The role focuses on identifying client needs, offering tailored solutions...Private
$65k - $108k
...Relationship ManagerMerrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world...PrivateWork at officeWork from homeShift workDay shift$83.92k - $125.88k
...Posted: 2026-08-21Location: Burbank, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary...Full timeWork at office$83.92k - $125.88k
...2026-10-08Location: Los Angeles, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge...Full timeWork at office- ...Associate to provide exceptional service to our clients and support Financial Advisor(s) and Private Wealth Advisor(s) teams on a daily basis. In this role you will build trusted relationships, assist with daily tasks, manage calendars, process funds movements, and educate...Private
- ...Chase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will deliver targeted advice, understand client needs, and provide holistic solutions that expand access...Private
$70k - $200k
...StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiCiti Global Wealth brings together the full power of Citi to... ...and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial...PrivateFull timeWork at office$98.35k - $115.7k
...responsible for leading a team of PWM Associates who support Wealth clients and Wealth Advisors across Private Wealth Management. This leader is accountable for... ...service excellence.Develop and maintain strong relationships across regional and national business partners to...PrivateFull timeLocal area$185.11k - $314.68k
...new ones National Senior Manager, Client Relationship Team (CRT)“I can succeed as a National... ...related matters.Oversees the execution of Private Client Services (PCS) projects, ensuring... ...outside span of control, ex - Private Wealth Advisors (PWAs).“I am the person Capital...PrivateFull timeTemporary workLocal areaFlexible hours- JPMorganChase in California seeks a Private Client Banker in Branch Banking to serve as the main contact for affluent clients and manage their complete banking relationships. You will proactively grow balances and solicit referrals while delivering education and advice...
$150k - $175k
...Top Wealth Management Firm | Wealth Strategist / Advisor This Jobot Job is hosted by: Josh Forth Are you a fit? Easy Apply now by clicking the... ...preserve their wealth through a highly personalized, relationship-driven approach. As a modern multi-family office, we...Work experience placementWork at officeLocal areaFlexible hours$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning... ...region. Partners with PB team in business development and relationship management activities to support investment management...PrivateBank staffRemote workShift work- ...preserve, manage, and transfer wealth with confidence. The company... ...Officer (SFO) and Trust Strategist serves as a senior fiduciary... ...retention, and development of trust relationships and strategic partnerships.... ...union agency partners and private offices on an as-needed...PrivateWork at officeRemote workFlexible hoursNight shift
- JPMorgan Chase & Co. in California is seeking a Private Client Banker to manage affluent clients within a Branch Banking team. You will drive growth by acquiring new clients, deepening relationships, and coordinating with specialists to meet sophisticated financial needs...Afternoon shift
$100k
...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our... ...you will work directly with clients to cultivate and foster relationships within Capital Group. You will have the opportunity to build...PrivateFull timeTemporary workLocal areaFlexible hours- JPMorgan Chase & Co. in Los Angeles seeks a Relationship Manager in Consumer and Community Banking. You will manage high-net-worth client relationships across banking, lending, and investments, delivering targeted advice and an exceptional client experience. You will collaborate...
- JPMorganChase is seeking an experienced professional to manage high-net-worth client relationships across banking, lending, and investments. The ideal candidate will have a minimum of five years in financial services and a solid referral network. This role focuses on developing...
$100k
...Summer Analysts to join the Citi Global Wealth Summer Analyst Program. Citi Global Wealth... ...and family offices through Citi Private Bank, operates in the affluent and high-... ...characteristics: Strong interpersonal and relationship‑building skills High level of...PrivateFull timeSummer workInternshipWork at office$147.42k - $180.18k
...and discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Private Banking is responsible for developing, managing, and retaining full service relationships with high income/high net worth private banking clients. Provides...PrivateTemporary workWork experience placementLocal area$120k - $300k
...West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a... ...responsible for developing and managing new client relationships. The Wealth Management Advisor will serve as the firm’s...PrivateFull timeLocal areaRemote work- The Northern Trust Company is seeking a Wealth Strategist in Los Angeles to develop new UHNW client relationships and expand our wealth management solutions. You will lead strategic business development, engage with attorneys, CPAs, and estate planning professionals, and...
- JPMorgan Chase Wealth Management in Los Angeles seeks a Wealth Client Specialist to address the wealth needs of high net worth and... ...sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships across JP Morgan Wealth #J-18808-Ljbffr Aumni
$71.5k
Who You’ll Work With Bernstein Private Wealth Management is a premier investment management firm advising high net worth and ultra-high... ...exhibit drive, ambition, and exceptional communication and relationship‑building skills, and who, in collaboration with Financial Advisors...PrivatePermanent employmentFull timeTemporary workInternshipSummer internship$35.15k - $90k
...service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... ...with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate...PrivateTemporary workWork at officeLocal areaWork visa- ...Angeles, Kayne Anderson Rudnick is a distinguished asset and wealth management firm with approximately $56 billion in assets under... ...communication skills, including effective presentation abilities.* Proven relationship-building skills with high-net-worth individuals, both in-...Permanent employmentVisa sponsorshipFree visaFlexible hours
- ...Bank of America in Los Angeles is seeking an Executive Wealth Strategist to serve as the quarterback for executive relationships, delivering personalized wealth, tax, estate, and financial planning guidance based on company compensation programs. You will coordinate with...
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