Senior Wealth Relationship Strategist
Citibank (Switzerland) AG
Citibank (Switzerland) AG in Milpitas is seeking a Wealth Relationship Manager to cultivate relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical and communication skills, alongside compliance with regulatory requirements. With 5-8 years of relevant experience, the candidate will also hold necessary FINRA registrations. Citibank offers competitive salaries and various employee benefits including health insurance and 401(k). #J-18808-Ljbffr Citibank (Switzerland) AG
- Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in Santa Clara, California. This senior role demands a seasoned professional adept at building relationships with affluent clients and understanding their financial needs. The successful...Senior
- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst to develop client relationships, anticipating complex financial needs and providing comprehensive solutions. This role involves working closely with affluent clients to market financial services...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships with affluent and High Net Worth individuals. This role involves understanding complex client needs and providing tailored financial solutions. The ideal candidate has 5-8 years...Suggested- Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance...Senior
$88.4k - $132.6k
Citi in Los Gatos, California, seeks a Sr. Analyst for Wealth Relationship Management. This senior role requires in-depth knowledge, leadership in teams, and collaboration across branch and product partners to deliver holistic financial planning and recommended solutions...Senior- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate...Senior
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Senior$88.4k - $132.6k
Citi is seeking a seasoned Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Mountain View, California. The ideal candidate will apply in-depth financial knowledge, improve processes, and lead the client engagement to enhance relationships with affluent clients...Senior$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...Senior
- Citigroup Inc. seeks a Wealth Relationship Mgmt. Sr. Analyst to lead client engagement, deepen relationships, and provide holistic financial planning. The role emphasizes high-touch client interactions, risk-aware advisory work, and collaboration with cross-functional partners...Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time$100k - $150k
...Senior Client Relationship Analyst The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with the client, the individual in this role builds a trusted relationship...SeniorTemporary workWork experience placementLocal area- Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- ...Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals. The...SeniorFlexible hours
$116.88k - $158.13k
Wilson Sonsini Goodrich & Rosati is looking for a Senior Media Relations Specialist to lead media inquiries and develop content strategies. The role entails building media relationships, pitching stories, and drafting press releases while ensuring alignment with the firm...SeniorRemote jobWork at office$75k - $125k
Morgan Stanley is seeking a Wealth Management Associate in Los Gatos, California, to provide exceptional client service and support... ...licenses, focusing on business development and maintaining client relationships. The role emphasizes strong interpersonal and leadership...Senior- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves managing client relationships, delivering tailored investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial...SeniorWork at office
- ...impressions are captured as high‑fidelity intent signals to fuel our downstream demand engine. Media Partnerships: Lead high‑level relationships with global editorial houses like Forbes, WSJ, and Bloomberg, etc. Architect bespoke content partnerships and deep editorial...SeniorImmediate start
$126k - $196k
...engineering the data backbone of global wealth management. ADX is a state‑of‑the‑art,... ...for operational efficiency. Migration Strategist: Skilled at using Sandbox and testing environments... ...to quickly build trust and strong relationships with internal stakeholders—sales,...SeniorWorldwideVisa sponsorship- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...Senior
$138k - $222k
...needed. This model supports real‑time problem‑solving, stronger relationships, and the kind of precision that drives great outcomes. Job... ...and LATAM. This isn’t a set and forget role. We need a Senior Strategist who views media as a laboratory. You will be the bridge...SeniorFull timeWork at officeVisa sponsorshipWork visa- Merrill Wealth Management is a leading provider of wealth management and mortgage lending services. The role develops and maintains... ...position requires deep experience in loan origination, client relationship building, and knowledge of lending policies, with responsibilities...Senior
- ...Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will form strong relationships built on trust while providing tailored financial planning advice to existing Schwab...SeniorFlexible hours
- ...services professional to acquire and deepen affluent customer relationships across deposits, lending and investments. You will lead discovery... ...conversations, offer multi-product guidance, and partner with Wealth, Home Lending, and Business Banking teams to deliver...Senior
- ...Investor Relations or related fields, exceptional communication skills, and a proactive nature. Responsibilities include building relationships with investors, preparing for earnings calls, and driving investor targeting strategies. This role offers a competitive...Senior
- ...A global professional services firm is looking for a Sales and Use Tax Senior in California. This role focuses on advising clients on indirect tax regulations, managing compliance processes, and identifying tax optimization opportunities. Candidates should hold a Bachelor...SeniorFlexible hours
- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...risks of non-compliance. Focused on relationships, you are building meaningful client connections... ...implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1b$105k - $115k
...Position Summary The Carnegie Foundation for the Advancement of Teaching seeks a Senior Brand Strategist to contribute critical guidance and expertise to advance the Foundation's brand strategy and programmatic communications. Reporting to the Vice President of Communications...SeniorMonday to Friday
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