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
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorHigh net worth
- 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
- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...SeniorHigh net worth
$200k - $250k
...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$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$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$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
- 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
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in New York. This crucial role focuses on building strong client relationships with affluent and high-net-worth clients, ensuring compliance with regulatory standards, and providing tailored...High net worth
- 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
$175k - $250k
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- 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- 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
$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$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- 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
$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 Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...Senior
- 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
- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office$127.9k - $291.9k
...Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate,... ...the unique needs of the high-net worth tax industry. The team... ...Your key responsibilitiesA Senior Services Manager in FSO... ...reportingSupport effective long-term relationships and manage workflow...SeniorHigh net worthPrivate practiceSummer holidayLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager for High Net Worth. Be the first to apply!
- financial advisor wealth manager New York, NY
- wealth management advisor New York, NY
- wealth management consultant New York, NY
- wealth manager New York, NY
- labor relations manager New York, NY
- patient relations manager New York, NY
- wealth management relationship manager New York, NY
- relationship marketing manager New York, NY
- senior relationship manager New York, NY
- supplier relationship manager New York, NY

