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

Senior Wealth Relationship Strategist (HNWI)

Citigroup Inc.

Citigroup Inc. is seeking a Sr. Analyst for Wealth Relationship Management in Los Angeles. The role requires in-depth financial knowledge to build relationships with affluent clients, addressing their complex financial needs through various products and services. Strong analytical skills and excellent communication abilities are essential for success in this position. You will be responsible for leading client engagements, ensuring compliance with regulatory standards, and collaborating with team members to provide a positive experience. A Bachelor's degree along with 5-8 years of relevant experience is required. #J-18808-Ljbffr Citigroup Inc.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Strategist (HNWI) in Los Angeles, CA vacancy
  • Citibank (Switzerland) AG in West Hollywood is seeking a Wealth Relationship Manager. This role requires developing and deepening relationships with affluent clients, anticipating their complex financial needs while providing holistic financial solutions. The ideal candidate... 
    Senior

    Citibank (Switzerland) AG

    West Hollywood, CA
    5 days ago
  •  ...in Los Angeles is seeking an experienced Senior Financial Planner to support high-net-...  ...strategies for clients with significant wealth, collaborating with Wealth Advisors. This...  ...the ability to cultivate lasting client relationships. A competitive compensation package and... 
    Senior
    High net worth

    Kayne Anderson Rudnick

    Los Angeles, CA
    6 days ago
  •  ...worth clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver...  ...of experience, holds a CFP designation, and possesses strong relationship-building skills. The position offers a competitive salary with... 
    Senior
    High net worth

    Virtus Investment Partners, Inc

    Los Angeles, CA
    5 days ago
  • $83.92k - $125.88k

    Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in Los Angeles, California. This seasoned professional will build relationships with the affluent and High Net Worth segment, addressing complex financial needs and providing tailored solutions... 
    Senior
    High net worth
    Full time

    Citigroup Inc.

    Los Angeles, CA
    5 days ago
  • $83.92k - $125.88k

    Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical... 
    Senior
    High net worth

    Citi

    Los Angeles, CA
    2 days ago
  • $83.92k - $125.88k

    Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning... 
    Senior
    High net worth
    Full time

    Citi

    West Hollywood, CA
    5 days ago
  • $115k - $140k

     ...Headquartered in Los Angeles, KAR is a distinguished asset and wealth‑management firm with over $50billion in assets under...  ...communication skills, including effective presentation abilities. Proven relationship‑building skills with high‑net‑worth individuals, both in‑... 
    Senior
    High net worth
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Virtus Investment Partners, Inc

    Los Angeles, CA
    5 days ago
  • $115k - $140k

     ...Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion in...  .... We are seeking an experienced Senior Financial Planner to join our team, dedicated...  ...financial documents—all while building lasting relationships and providing guidance that truly... 
    Senior
    High net worth
    Permanent employment
    Visa sponsorship
    Free visa
    Flexible hours

    Kayne Anderson Rudnick

    Los Angeles, CA
    4 days ago
  • $125k - $175k

    Virtus Investment Partners is seeking an experienced Senior Financial Planner in Los Angeles to support high-net-worth individuals by creating...  ...plans and tax strategies. The role involves collaborating with Wealth Advisors to enhance client experiences and financial outcomes.... 
    Senior
    High net worth

    Virtus Investment Partners

    Los Angeles, CA
    4 days ago
  • RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong... 
    Senior
    High net worth

    RBC

    Beverly Hills, CA
    6 days ago
  • A leading financial services company based in Los Angeles is seeking a Senior Wealth Advisor to manage Ultra high Net Worth clients. The successful candidate will provide financial and investment services while conducting comprehensive market analyses and developing strategies... 
    Senior
    High net worth

    PowerToFly

    Los Angeles, CA
    5 days ago
  • RBC Capital Markets, LLC is seeking a Senior Associate Wealth Strategist to support wealth transfer planning for high net worth clients across the United States. The role involves collaborating with external Wealth Strategists and Financial Advisors, providing essential... 
    Senior
    High net worth
    Flexible hours

    0000050176 RBC Capital Markets, LLC

    Beverly Hills, CA
    6 days ago
  • Overview Job Description - The Senior Associate Wealth Strategist provides support for a holistic wealth transfer planning focus within RBC for high net worth (HNW) and ultra-high net worth (UHNW) clients. The role primarily supports external Wealth Strategists located... 
    Senior
    High net worth
    Full time
    Flexible hours

    0000050176 RBC Capital Markets, LLC

    Beverly Hills, CA
    6 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Manager in Consumer and Community Banking in Los Angeles. This role focuses on developing and maintaining high-net-worth client relationships through exceptional service and tailored advice. The ideal candidate will have at... 
    Senior
    High net worth

    JPMorgan Chase & Co.

    Los Angeles, CA
    5 days ago
  • Fairygodboss is seeking a Relationship Manager in Los Angeles to build and maintain high-net-worth client relationships in banking and investments. In this role, you will deliver exceptional client service while fostering trust and understanding client needs. Your responsibilities... 
    Senior
    High net worth

    Fairygodboss

    Los Angeles, CA
    2 days ago
  •  ...In this pivotal position, you will proactively identify and establish relationships with clients, providing comprehensive strategic advice and tailored financial solutions to meet their complex wealth management needs. The ideal candidate will possess exceptional... 
    Senior
    High net worth

    Citigroup Inc.

    Los Angeles, CA
    3 days ago
  • Northern Trust Corp. seeks an experienced Portfolio Manager in Los Angeles, California. The role involves managing investment activities for high net worth clients, developing personalized investment programs, and leading a collaborative team. Ideal candidates will have...
    Senior
    High net worth
    Flexible hours

    Northern Trust Corp.

    Los Angeles, CA
    5 days ago
  • BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external... 
    Senior
    High net worth

    BMO

    Los Angeles, CA
    3 days ago
  • $83.92k - $125.88k

    Citigroup Inc. is looking for a Wealth Relationship Mgmt. Sr. Analyst in West Hollywood. This role requires a seasoned professional to manage affluent client relationships by identifying needs and providing tailored financial solutions. Successful candidates will have strong... 

    Citigroup Inc.

    West Hollywood, CA
    6 days ago
  • MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal... 
    Senior
    High net worth

    MAI Wealth Management, Inc.

    Los Angeles, CA
    3 days ago
  • $169.38k - $207.02k

    U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a... 
    Senior
    High net worth

    U.S. Bank

    Los Angeles, CA
    3 days ago
  • A financial services company in Los Angeles seeks a seasoned Wealth Relationship Management Sr. Analyst to build and deepen client relationships, especially in the affluent segment. This role requires strong analytical, financial skills and the ability to anticipate client... 
    Senior
    High net worth
    Full time

    PowerToFly

    Los Angeles, CA
    3 days ago
  • A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative... 
    Senior
    High net worth

    Manhattan West

    Los Angeles, CA
    4 days ago
  • A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate... 
    Senior
    High net worth

    International Search Consultants

    Los Angeles, CA
    5 days ago
  • A financial services firm in California seeks a Wealth Advisor to provide comprehensive wealth management advice to high-net-worth...  ...Responsibilities include preparing financial plans, cultivating client relationships, and mentoring junior associates. The firm fosters... 
    Senior
    High net worth

    Mariner

    Los Angeles, CA
    2 days ago
  • An established industry player is seeking a Wealth Foundations Advisor to join their expanding team in Los Angeles. This role involves taking ownership of client relationships and delivering tailored financial strategies to high-net-worth families. You'll leverage best-... 
    Senior
    High net worth

    Gaynor Staffing

    Los Angeles, CA
    5 days ago
  • $124.36k - $146.3k

    U.S. Bancorp in Beverly Hills is seeking a Wealth Management professional responsible for managing high net worth client relationships. This hybrid role requires expertise in wealth management and strong relationship management skills. Candidates should have a bachelor'... 
    Senior
    High net worth

    U.S. Bancorp

    Beverly Hills, CA
    2 days ago
  • $115k - $140k

     ...Manufacturing Co is seeking an experienced Senior Financial Planner to support high-net-...  ...financial plans, collaborating with Wealth Advisors, and conducting tax analyses to...  ...alongside a strong background in client relationship management. The position offers a starting... 
    Senior
    High net worth

    Dormont Manufacturing Co

    Los Angeles, CA
    2 days ago
  •  ...Angeles to manage medium to large size high net worth client relationships. This role involves building a team of Banking, Trust, and Investment...  ...'s degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical... 
    Senior
    High net worth

    Us Bank

    Los Angeles, CA
    2 days ago
  • MAI Capital Management, LLC. is seeking a Senior Advisory Associate in Los Angeles to serve as the primary relationship lead for Ultra-High Net Worth clients. The role emphasizes...  ...should have over 5 years of experience in wealth management or financial services, strong... 
    Senior
    High net worth
    Work at office

    MAI Capital Management, LLC.

    Los Angeles, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Strategist (HNWI). Be the first to apply!