Senior Wealth Relationship Manager for High Net Worth
Citi Group
Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have 5-8 years of relevant experience, possess strong analytical skills, and certifications including FINRA and life insurance license. The position offers competitive benefits including medical coverage, a 401(k) plan, and paid time off. Adherence to compliance regulations and KYC norms is essential. #J-18808-Ljbffr Citi
- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...SeniorHigh net worth
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...ownership—it’s our approach to business and relationships. We know that supporting your... ...is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team... ...you will serve as the point person for high-net-worth clients with at least $25 million of...SeniorHigh net worthFull timeWork at officeLocal area- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance... ...identify client needs, offer holistic solutions, and drive high-touch engagement at the client’s preferred location. The...SeniorHigh net worth
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- Citi’s Wealth Relationship Manager role in Rockville, MD seeks a seasoned professional to manage affluent and HNW client relationships on-site. You will deliver holistic financial planning, profiling, and proactive engagement to grow wallet share and meet client goals....SeniorHigh net worth
$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act... ...wallet share of the affluent and High Net Worth segment through the use of financial... ...Small Business Partners, Relationship Manager, etc.) Organize client events to enhance...High net worthFull timeWork at office$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act... ...wallet share of the affluent and High Net Worth segment with financial planning and excellent... ...Business Partners, Relationship Manager, etc.)Organize client events to enhance...High net worthFull timeWork at office$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act... ...wallet share of the affluent and High Net Worth segment with financial planning and excellent... ...Business Partners, Relationship Manager, etc.)Organize client events to enhance...High net worthFull timeWork at office$140k - $190k
...A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorHigh net worthWork at office- Senior Wealth Advisor | Growing Wealth Management Practice I’m partnering with a highly respected national public accounting and advisory firm... ...who enjoys advising high-net-worth and ultra-high-net-worth... ...of contact for key client relationships Work collaboratively with...SeniorHigh net worth
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative... ...role focuses on building client relationships and ensuring compliance within... ...5-7 years of experience related to high-net worth individuals. Skills in relationship...SeniorHigh net worth
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
- BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth clients. You will manage engagements, supervise... ..., and maintaining strong client relationships while adhering to firm policies. #J-18...SeniorHigh net worth
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We’re building a relationship-oriented bank for the modern world... ...you'll be doingAs a Senior Relationship Manager, you’ll focus on growing... ...direct revenue, retaining high-net-worth client relationships, and... ...expertise in investment and wealth advisory services to provide...SeniorHigh net worthFull timeRemote work- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists,...High net worth
- Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual... ...Serve as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele Advise clients with...SeniorHigh net worth
- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorHigh net worthHourly payContract work
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(s) Rockville, Maryland, United States;... ...relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery...High net worthFull timeWork at office$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE Act is a seasoned professional role... ...to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery and profiling...High net worthWork at office- Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth clients. This role includes delivering a world-class client experience, optimizing service productivity, and fostering client retention and growth strategies...High net worth
- ...firm in New York seeks a Tax Senior Manager specializing in fiduciary taxation... ...and estate planning for high-net-worth clients. This role involves managing client relationships, ensuring compliance with tax... ...strategies to preserve and transfer wealth efficiently. Qualified...SeniorHigh net worth
$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id:... ...Wealth Relationship Management (Branch) Senior Analyst SAFE Act is a seasoned... ...incremental wallet share of affluent and high‑net‑worth clients. Anticipate clients’...High net worthFull timeWork at office- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
- Levelociti seeks a Senior Tax Manager / Tax Director to lead complex tax engagements for high-net-worth clients in a 100% remote environment within a Top 100 CPA firm. This role offers a clear partner-track and the opportunity to influence strategic tax planning. You will...SeniorHigh net worthRemote job
$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident... ...relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and discovery and...High net worthWork at office$71.3k - $80.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA partner with Wealth Management Advisors to deepen client... ...Advisors in delivering client service and supporting high-net worth clients. Operates under moderate supervision, leading...High net worthWork experience placement- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
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