Senior UHNW Wealth Advisor: Private Markets & Portfolios
ZPEED Recruitment
ZPEED Recruitment is seeking a Senior Wealth Advisor with extensive experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients. This role involves leading client relationships and managing portfolios that integrate public and private markets. The ideal candidate will have a minimum of 10 years of wealth management experience and a strong track record in client relationship management. This position offers an opportunity to significantly influence the firm's strategy and operations. #J-18808-Ljbffr ZPEED Recruitment
- ...We are looking for a \"Senior Wealth Advisor\" with deep experience working... ...and Ultra-High-Net-Worth (UHNW) clients who can own the full... ...including financial planning, portfolio management, and asset allocation across public and private markets. Responsibilities: Leading...SeniorPrivateWork at officeRelocation
- 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...SeniorPrivate
$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows... ...strategies with the Private Bankers. Conduct sophisticated... ...economic and financial market analyses. Analyze economic... ...effects on the investors' portfolios Recommend changes to the investors...SeniorPrivateFull timeWork at office- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The Company is in search of a... ...manage and grow a diverse client portfolio. A deep understanding of the...SeniorPrivate
- KPMG in Los Angeles seeks a Senior Associate - Portfolio Valuation to join our Valuations practice. You... ...investments and interact with hedge funds, private equity, venture capital, and other... ...models, perform analysis on data and markets, prepare reports, and utilize...SeniorPrivateWork at office
$65k - $80.2k
A financial services institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance products for clients. Responsibilities include portfolio management and delivering tailored strategies. Ideal candidates will have a Bachelor's...Senior$122.4k - $228k
...growth and retention strategy the portfolio. Provides superior service... ...of becoming their trusted advisor. Develops relationship... ...Makes recommendations to senior leaders on strategy and new initiatives... ...BMO's reputation in the market. Adheres to all policies and...SeniorPrivateContract workPart timeLocal areaShift work- Jobtailor is seeking a seasoned Private Wealth Manager in Los Angeles to manage individual and trust account assets in line with client objectives... ...and firm strategy. You will focus on client retention and portfolio growth, stewarding relationships across the PWM practice. The...SeniorPrivate
$94.34k - $183.2k
In this ever-changing market environment, our professionals must... ...one priority. With a wealth of learning and career development... ...is currently seeking a Senior Associate - Portfolio Valuation to join our Valuations... ...Interact with hedge fund, private equity, venture capital,...SeniorPrivateH1bWork at officeLocal area$110k - $150k
Wilshire Advisors LLC is seeking an AVP, Alternatives Manager Research to lead investment research in private markets. The ideal candidate will have 5+ years in private equity and strong analytical skills. You will work in a hybrid model from Santa Monica or other locations...SeniorPrivate$100k
Trajan Wealth LLC in Los Angeles is seeking a proactive Financial Advisor to expand their market presence. This W2 role offers a base salary of $100K plus uncapped variable compensation. Advisors utilize educational seminars to foster client relationships and leverage marketing...Senior- BCG Attorney Search in Los Angeles, CA seeks a senior-level associate with expertise in capital markets and securities transactions to lead complex deals in a... ...building strong client relationships with public and private companies, banks, and private equity firms. #J-188...SeniorPrivate
- A leading investment firm in California seeks a Private Equity Senior Associate to join their Investments team. This role includes sourcing and... ...acquisitions, conducting financial analysis, and leading market research. The ideal candidate has 4-7 years of experience in...SeniorPrivate
- ...investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and... ...-building skills, focusing on client retention and portfolio growth. The position offers a hybrid work schedule requiring...SeniorPrivateWork at office3 days per week
- Skadden's Los Angeles office is seeking a senior-level lateral candidate with deep expertise across capital markets and securities transactions, including IPOs, high yield and investment-grade debt, and public and private equity offerings. The position emphasizes advising...SeniorPrivateWork at office
$44.28 - $75.42 per hour
PORTFOLIO MANAGER I - Middle Market, Leveraged & Syndications WHAT IS THE OPPORTUNITY? The Portfolio Manager... ...flow‑based financing for public and private middle market companies across a... ...the ability to work effectively with senior leadership and cross‑functional teams...PrivateHourly payRemote work$225k - $275k
Private Bank Senior Credit Officer role at Citizens Be among the first 25 applicants... ...a high-quality credit portfolio across private banking... ...financial profiles, collateral, and market conditions Provide... ...) and ultra-high-net-worth (UHNW) clients Develop, maintain,...SeniorPrivateWork at officeLocal areaMonday to FridayFlexible hours$140k - $180k
...investment company in Los Angeles is seeking a Senior Associate in Asset Management to enhance asset performance across a multifamily portfolio. This role involves leading cross-... ...experience in asset management or real estate private equity, with strong financial modeling...SeniorPrivateWork at office$390k
...in Los Angeles is seeking an outstanding senior-level lateral candidate (Classes of 2020 and above) with expertise across capital markets and securities transactions, including initial... ...and investment grade debt, public and private equity offerings, and general corporate...SeniorPrivateRelocation- Job Overview A law firm seeks a senior-level associate in Los Angeles, California, with expertise in capital markets and securities transactions. The ideal candidate will have... ...yield and investment grade debt, public and private equity offerings, and general corporate and...SeniorPrivateRemote work
$165k
...leading, mission‑driven real estate private equity firm dedicated to... ...and moderate‑income individuals, seniors, and families across 32 states. Our growing portfolio - more than 180 properties and 3... ...candidate’s skills, experience, market demands, and internal parity. Our...SeniorPrivateWork at officeImmediate start$140k - $180k
...responsibility to do exactly that. The Senior Associate, Asset Management... ...across a growing multifamily portfolio. This role is built for a... ..., Accounting, and Capital Markets. ABOUT THE COMPANY SoLa... ...asset management, real estate private equity, portfolio management,...SeniorPrivateWork at officeLocal areaRelocation- ...Clean Energy Revolution Become an Energy Marketing & Trading Financial Analyst, Associate... ...for decarbonization, climate adaptation, portfolio emissions, and other energy market dynamics... ...assets, and properly access and manage private customer data, proprietary information,...PrivateContract workRemote workRelocation
- Banc of California is seeking a Senior Relationship Manager for Middle Market Banking in California to develop and manage a portfolio of private clients. The role focuses on revenue growth, client advisory, and cross‑selling bank products within a high‑end banking environment...Senior
$159.97k - $188.2k
U.S. Bank is seeking an experienced professional to manage Private Wealth Management client relationships in Beverly Hills, California. This role emphasizes individual account management and client retention. A minimum of 10 years in investment experience is required,...SeniorPrivateFlexible hours- ...Mortgage Licensing System requirements. Candidates should possess a Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills are essential, as well as the ability to make independent...SeniorPrivate
$390k
...in Los Angeles is seeking an outstanding senior‑level lateral candidate (Classes of 2020 and above) with expertise across capital markets and securities transactions, including initial... ...and investment grade debt, public and private equity offerings, and general corporate...SeniorPrivateWork at officeLocal areaRemote workMonday to Thursday$120k - $300k
...Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an... ...equity and fixed income portfolios, as well as financial... ...and dental insurance Stock market holidays + Paid time off... ...federal, state, or local law. Seniority level Executive...PrivateFull timeLocal areaRemote work$100k - $120k
...initiatives. Responsibilities ESSENTIAL DUTIES: Capital Markets Execution Support the placement of senior, bridge, construction, mezzanine, and permanent debt... ...~2+ years of experience in commercial real estate, private equity, or investment banking with emphasis on...SeniorPrivatePermanent employmentTemporary workWork at officeLocal area$69.8k - $132k
...provider of professional services to the middle market globally, our purpose is to instill... ...over 50 years. RSM is looking for a Senior Associate to join our Accounting and Finance... ...in US GAAP and/or IFRS for public or private companies, with experience in financial reporting...SeniorPrivateWork experience placementInternshipLocal areaFlexible hours
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