UHNW Private Banker — Elite Wealth Advisor (Hybrid)
$200k - $300kCitibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic financial advice and tailored solutions to high-net-worth clients while ensuring compliance with regulatory requirements. The position offers a salary range of $200,000 to $300,000, along with comprehensive benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Citibank (Switzerland) AG
- Windward Recruiting is looking for a UHNW Wealth Advisor to join a growing team in the Los Angeles area. This position emphasizes relationship management, financial planning, and investment discussions in a sophisticated family office environment. The ideal candidate should...SuggestedWork at office
- ...We are seeking a UHNW Wealth Advisor to join a growing wealth management team in the Los Angeles CA market. The position focuses on relationship... ...periodically for client meetings. Compensation is highly competitive and based on experience. Hybrid office as well...SuggestedWork at office
- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies...Suggested
$120k - $130k
...detail-oriented Senior Associate, Client Advisor to join our growing team. This is a... ...work closely with a team of senior wealth management professionals in delivering... ...advisory, family office, or private banking serving UHNW clients. Strong understanding of financial...SuggestedWork at officeLocal area$104.8k - $148.08k
...financial freedom. Empower Yourself. The Private Wealth Advisor will be an essential member of a... ...relationships and expand wallet share within an elite client base. This role is ideal for... ...or local law. ***For remote and hybrid positions you will be required to...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- Citi in Los Angeles is seeking a strategic professional for the Banker SAFE Act position. This role involves engaging with high-net-... ...relationships. The candidate should have 15+ years of experience in private banking, demonstrating expertise in relationship selling and...
$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Los Angeles, California, to provide strategic financial advice to ultra-high-net-worth clients. The ideal candidate will have over 15 years of substantial experience in private banking and a strong capacity for...Full time- Citi is seeking a strategic Banker SAFE Act in Los Angeles, California. This role involves identifying and advising high-net-worth clients... ...needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track...
- 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...
- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...
- Empower is seeking a Private Wealth Advisor based in Southern California to provide personalized financial support to clients. The role entails delivering high-quality service through relationship management, financial planning, and investment strategies. Candidates should...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
$200k - $300k
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic financial advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth...Full time- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity for established advisors to transition to an equity partnership model, emphasizing client...
- SCS Financial is seeking a highly motivated Senior Associate, Client Advisor to join our team in Los Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial guidance to ultra-high-net-worth individuals...
- Bessemer Trust is looking for an Associate Client Advisor in Los Angeles, California. This role involves maintaining client relationships... ...experience are required. The position offers a competitive salary and a hybrid work environment. #J-18808-Ljbffr Bessemer Trust
- As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated... ...Advisors must have a clean U4 with no disclosures. #LI-SU1 #LI-Hybrid We welcome your interest in being a part of our firm. We...
- ...Overview Citi Wealth Lending provides competitive borrowing solutions... ...Management goals. Our Lending Advisors serve as dedicated and trusted... ...the Citigold and Citi Private Client (CGCPC) segments. Lending... ...experience advising Affluent, HNW, and UHNW clients on lending solutions...
$200k - $300k
The Banker SAFE Act is a strategic professional who closely... ...and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients seeking... ...to the Citi Private Bank. Effectively manage... ...Banking, covering the UHNW market and leading client...Full time$200k - $300k
The Banker SAFE Act is a strategic professional who closely... ...and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who... ...connections to the Citi Private Bank. Effectively manage... ...Banking having covered the UHNW market / Extensive...$90k - $100k
...lives everyday! Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are... ...Advisor to build and manage a holistic wealth management practice. You'll provide... ...harassment or discrimination. #executive #hybrid Seniority level Seniority level Executive...Permanent employmentFull timeTemporary workTraineeshipRelocationRelocation package$120k - $300k
...West Enterprise Company ("Manhattan West") is a seeking Wealth Advisor to join our Private Wealth team. This is an excellent opportunity to join a modern... ...this Position Full-time, Exempt Position can be on-site, hybrid, or remote Reports to the CEO Responsibilities Develop...Full timeLocal areaRemote work- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...Industry Investment Management Type Privately Held About the Role The Company is... ...for those with exposure to HNW/UHNW client service or financial planning. A...
- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...Bank staff
$40k - $65k
...Wealth Advisor (Los Angeles) Los Angeles CA - Los Angeles, CA 90064 Overview Salary Range $40,000.00 - $65,000.00 Salary Position Type Full Time Category Advisor Description EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1...Full timeTemporary workWork at officeImmediate startFlexible hours$75k - $125k
...Middle Market Excellence Awards. Wealth Management is a specialized... ...in search of a dedicated Wealth Advisor to join our team of bank partners... ...professionals, which includes: Retail Bankers Community/Business Bankers Private Bankers Commercial Bankers...Work experience placementWork at officeLocal areaFlexible hours- ...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 Senior Wealth Advisor to lead its team. The successful candidate will be responsible...
$159.97k - $188.2k
...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert... ...Professional designation such as CFA or CFP is preferred This role is hybrid. Team members who are in a hybrid role typically spend three...Temporary workWork experience placementLocal area3 days per week$70k - $110k
...Wealth Advisor CommunityAmerica Federal Credit Union is a federally chartered, top-40 credit union with $9 billion in assets and more than 600,000 members nationwide. As a not-for-profit financial institution, we are deeply committed to improving the financial well...- ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...solutions. About the Role: A Senior Wealth Advisor is an experienced financial... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of...Immediate start
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