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.
- 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
- ...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...SeniorHigh net worth
- ...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...SeniorHigh net worth
$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...SeniorHigh net worthFull time$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...SeniorHigh net worth$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...SeniorHigh net worthFull time$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‑...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$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...SeniorHigh net worthPermanent employmentVisa sponsorshipFree visaFlexible hours$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....SeniorHigh net worth- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
- 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...SeniorHigh net worthFlexible hours
- 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...SeniorHigh net worthFull timeFlexible hours
- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
- ...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...SeniorHigh net worth
- 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...SeniorHigh net worthFlexible hours
- 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...SeniorHigh net worth
$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...- 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...SeniorHigh net worth
$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...SeniorHigh net worth- 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...SeniorHigh net worthFull time
- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
- 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...SeniorHigh net worth
- 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-...SeniorHigh net worth
$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'...SeniorHigh net worth$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...SeniorHigh net worth- ...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...SeniorHigh net worth
- 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...SeniorHigh net worthWork at office
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