Senior Private Wealth Relationship Advisor
Citi Group
Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in San Francisco, California. In this full-time role, you will be responsible for building and deepening relationships with affluent clients. This position involves providing tailored financial solutions and ensuring compliance with regulatory standards. The ideal candidate has 5-8 years of experience in financial services, excellent analytical and communication skills, and relevant financial certifications. Competitive salary with additional employee benefits is offered. #J-18808-Ljbffr Citigroup Inc.
- ...Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical...SeniorPrivate
- ...The Financial Advisor is a strategic professional who stays abreast of developments within... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic... ...other methods of solicitation. Develop relationships and generate ideas with the Bankers and...SeniorPrivate
$180.27k - $220.33k
U.S. Bank is seeking an experienced professional for a role in wealth management responsible for retention and growth of high net worth client relationships. The ideal candidate will have 10+ years of experience and a Bachelor’s degree, along with excellent networking and...SeniorPrivate- ...Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...SeniorPrivate
- Empower is seeking a senior Wealth Advisor to lead a dedicated client team serving high net worth clients in the San Francisco area. You will... ...financial planning, investment guidance, and proactive relationship management. You will manage onboarding, education, and ongoing...SeniorPrivateFlexible hours
$70k - $120k
...Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants... ...and family offices through Citi Private Bank, operates in the affluent and high... ...Worth clients, including a Wealth Relationship Manager and field experts such as Financial...SeniorPrivateFull timeWork at office- ...financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years of...SeniorPrivate
- Empower Retirement is looking for a Senior Private Wealth Advisor to lead client engagements and provide comprehensive financial planning in the... ...least 10 years of relevant experience, excels at client relationship management, and will play a key role in growing net...SeniorPrivateFlexible hours
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...SeniorPrivate
- Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have...SeniorPrivate
- ..., LLC is partnering with a boutique private bank to recruit a Senior Private Banker for its San Francisco... ...worth clients, delivering customized wealth management with discretion and... ...Banker will originate and grow client relationships, monitor client needs, and collaborate...SeniorPrivateWork at office
$10k
...communication skills Track record of developing and maintaining relationships with internal and external partners A "get things done"... ...Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at‑home...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours$119k
...About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners... ...relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally...SeniorPrivateFull timeWork at officeLocal areaRemote workNight shift- ...is partnering with a boutique private bank headquartered in New York City to recruit a Senior Private Banker for its San Francisco... ..., and businesses with bespoke wealth solutions, combining... ...multigenerational wealth. Client‑centric and relationship‑driven, the team delivers...SeniorPrivateWork at office
$175k - $225k
...looking for an Investment Banking Senior Associate to join the Financial... ...Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital... ...analysts, and developing client relationships. The successful candidate will...SeniorPrivateTemporary workWork at office- ...clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial... ...to the next level. As a Private Banker Senior Associate in the International Private Bank... ...our resources with delivering a complete wealth management solution to clients across the...SeniorPrivate
$122.4k - $228k
...St. Job Family Group: Wealth Sales & Service Develops,... ...and grows profitable banking relationships with high-net-worth clients and... ...objective of becoming their trusted advisor. Develops relationship... ...Makes recommendations to senior leaders on strategy and new initiatives...SeniorPrivateContract workPart timeLocal areaShift work$95k - $150k
...involve large, complex transactions, high volume roll‑ups, carve‑outs, divestitures and sell‑side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high‑quality analyses that drive informed decision‑making. What You'll Do...SeniorPrivateLocal areaFlexible hours$85.1k - $161.7k
...capacity. Advanced written and verbal communication skills. Strong technical knowledge in US GAAP and/or IFRS for both public & private companies. Preferred Qualifications Experience in working on project teams related to one or more of the following areas: accounting...SeniorPrivateWork experience placementInternshipLocal area$119k
We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners closely with cross... ...relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally...SeniorPrivateFull timeWork at officeLocal areaRemote workNight shift$175k - $225k
...looking for an Investment Banking Senior Associate to join the Financial... ...Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital... ...analysts, and developing client relationships. The successful candidate will have...SeniorPrivateTemporary workWork at office$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years... ...and challenges. Regis Wealth Advisors work hand-in-... ...You will be the primary relationship manager and... ...help a wide range of private investors, business owners... ...Job Summary: The Senior Wealth Advisor focuses...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$122.4k - $228k
...manages, retains and grows profitable banking relationships with high‑net‑worth clients and... ...an objective of becoming their trusted advisor. Develops relationship with client’s professional... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivateLocal areaShift work$116k - $216k
...th Avenue, Seattle Washington Job Summary: The Senior Relationship Manager (or Sr Banker) serves as the Trusted Advisor for clients and prospects who are primarily... ...management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing,...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift- ...Kranz Consulting while providing fractional consulting services to our VC Fund Admin clients. The Senior Fund Accountant position, working with our Venture Capital and Private Equity clients, is an operational and financial staff position that collaborates very closely...SeniorPrivateFull timePart timeWork at officeLocal areaRemote work
$88.9k - $168.3k
...join their Fund Services practice in San Francisco, CA. This role involves managing day-to-day fund administration engagements for private equity clients, overseeing capital calls, distributions, and reporting processes. The ideal candidate should have over 7 years of experience...SeniorPrivate- Kirkland & Ellis LLP is seeking a Partner in San Francisco, CA to lead the M&A/Private Equity practice, providing counsel to corporate and private equity clients in complex corporate transactions. The ideal candidate will have a Juris Doctor degree, admission to the California...SeniorPrivatePrivate practice
$120k - $130k
...Senior Fund Accountant A real estate investment and operating platform is seeking a Senior Fund Accountant to join its growing finance... ...preferred ~ Real estate experience preferred, though private equity/investment management backgrounds will also be considered...SeniorPrivateWork at office2 days per week- Turn/River in San Francisco is seeking a Senior Fund Accountant to join their finance team. This role involves overseeing accounting and financial reporting for the firm's investment funds, requiring a strong accounting background and hands-on operational support. The...SeniorPrivate
- JPMorgan Chase & Co. seeks a Private Client Banker in San Francisco, California, to manage and deepen relationships with affluent clients while ensuring compliance with regulations. The role involves acquiring new clients through proactive outreach and partnerships with...
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