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
$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...SeniorHigh net worth- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...SeniorHigh net worth
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Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience... ...abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and...SeniorHigh net worth- Brown Brothers Harriman is seeking a Relationship Manager in New York to manage high-net-worth client accounts. You will be responsible for business development, portfolio management, and ensuring exceptional client service. The ideal candidate has over 15 years of experience...SeniorHigh net worth
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...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
$200k - $250k
Brown Brothers Harriman (BBH) is recruiting a Relationship Manager (RM) to join our multi‑family (MFO) team in New York, NY. The RM will serve as the point person for high‑net‑worth clients with at least $25 million of investable assets. This role includes a business development...SeniorHigh net worthWork at officeLocal area$88.4k - $132.6k
Citibank (Switzerland) AG is looking for a Wealth Relationship Manager in Manhattan to deepen relationships with affluent and High Net Worth clients. The role requires building financial solutions based on client profiling, ensuring compliance, and providing exceptional...High net worthFull time- 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
- 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
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Neuberger in New York is seeking a Senior Relationship Manager to lead the overall relationship management strategy for high-net-worth clients. This role involves advising clients on investment strategies, enhancing client experiences, and growing relationships through...SeniorHigh net worthFlexible hours$220k - $380k
...Location New York On-site Seniority Director / ED Senior mandate... ...banking desk with a senior relationship manager who has built a genuinely portable... ...client profile spans ultra‑high‑net‑worth families, business owners,... ...have maintained US‑booked wealth for decades. The bank...SeniorHigh net worthFull time- 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
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies... ...wallet share of the affluent and High Net Worth segment through the use of financial... ...Business Partners, Relationship Manager, etc.). Organize client events to enhance...High net worthFull timeWork at office- ...firm with Florida presence, seeks a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to serve high-net-worth individuals and families. You will lead... ..., review documents, and nurture client relationships while staying current with tax law...SeniorHigh 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
- 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
$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$200k - $250k
...tax consulting firm in New York seeks an experienced Tax Senior Manager in the Real Estate practice. This role involves managing client relationships, overseeing tax compliance and consulting for High Net Worth clients, and mentoring a tax staff. Ideal candidates have...SeniorHigh net worthRemote jobFlexible hours$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
$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
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