Senior Wealth Relationship Manager
Citi
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 planning tools; you will work on site with a team to deliver value-added wealth management services and ensure regulatory compliance. #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager in New York, NY vacancy
$160k - $230k
iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically... ...prospecting for new opportunities. This is a senior-level, technical role focused on the... ...existing relationships with Asset and Wealth Managers and support other Relationship...SeniorFull timeWork at officeRemote work- 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
- 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 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...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
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...Senior
- 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...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- 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...Senior
$150k - $180k
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank... ...(e.g. swaps and caps);Cash Management;Private Banking;Wealth Management investment products.Analyze new loan opportunities...SeniorBank staffWork at office$143.1k - $238.5k
...Fulton's commercial banking by building, developing and managing new and existing client relationships. Coordinate loan, deposit and fee income products and... ...Retail Relationship Managers, Fulton Partners and Senior Leadership. Keep sales platform consistently updated...SeniorFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours$200k - $250k
...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals... ...Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this...SeniorFull timeWork at officeLocal area$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding.Acquire...Full timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...Full timeWork at office$160k - $250k
Senior Relationship ManagerAbout MillenniumMillennium is a global, diversified alternative investment firm, founded in 1989. Defined by evolution... ...network committed to collaboration, disciplined risk management and continuous learning. With opportunities to deepen...Senior$163.2k - $220.8k
...actively gathering client feedback and ensuring those insights lead to tangible improvements in how we work. We are seeking a Senior Manager to support the execution of our feedback program(s) and to help ensure that our administrative processes remain aligned with the...SeniorFull timeImmediate startWorldwide$175k - $195k
...Lightstone is active in 26 states across the country, developing, managing and investing in all sectors of the real estate market,... ...across New York City, Los Angeles, and Miami.POSITION OVERVIEW:The Senior Asset Manager, Multifamily reports into the Senior Vice President...SeniorTemporary workWork at officeFlexible hours- Nationwide Mutual Insurance Company in New York or Eastern Pennsylvania seeks a Director to lead the Large Loss property claims unit. The role involves reviewing, adjusting, and paying large loss claims, while driving customer satisfaction and cross-functional coordination...SeniorRemote work
Nationwide Mutual Insurance Company
New York, NY2 days ago - ...A financial services firm is seeking an REO Asset Manager to oversee a portfolio of real estate-owned assets. Responsibilities include managing disposition, ensuring compliance, and driving timely sales. Candidates should have 2-4 years of relevant experience, strong analytical...SeniorWork at office
Remote Jobs
New York, NY1 day ago $150k - $210k
...in Latin) is proud to be home to 90% of the top 30 asset managers in the private markets, and more than 6,000 professionals... ...life at Alter Domus at careers.alterdomus.com Your roleThe Relationship Management Senior Manager plays a key role in developing strong client...SeniorContract workLocal areaFlexible hours$175k - $250k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...CIBC.comWhat you'll be doingAs a Senior Relationship Manager, you’ll focus on growing direct... ...leveraging expertise in investment and wealth advisory services to provide best-in-...SeniorFull timeRemote work$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident Posted: Jun. 22, 2026 Salary range: $72,880.00 - $109,320.00 Job Overview The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE...Work at office- ...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...Senior
Brown Brothers Harriman
New York, NY1 day ago - ...Citi in Taipei, Taiwan is seeking a Senior Corporate Banking Relationship Manager (VP) to lead a demanding client portfolio and drive revenue while upholding Citi's risk standards. You will advise top-tier local corporates on financing, liquidity management, FX, and capital...SeniorLocal area
Citi
New York, NY3 days ago $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...SeniorHSBC
New York, NY1 day ago$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; Washington, DC, United States Job Type On-Site/Resident Posted Feb. 12, 2026 Overview The Wealth Relationship Manager SAFE Act...Full timeWork at office$89.25k - $105k
Merceradvisors is seeking a Relationship Manager to enhance client satisfaction for UHNW clients. The role requires exceptional interpersonal... ...retention. Ideal candidates will have 5+ years of experience in wealth management and a Bachelor's degree. Competitive compensation...$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 that applies in-depth disciplinary knowledge to develop new techniques, improve processes, and enhance workflow. This role integrates...Work at office- Citi is seeking a Wealth Relationship Manager to join their team in Chicago. This role requires building relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with all regulations. The ideal candidate will possess strong analytical...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager. Be the first to apply!
Related searches
- wealth management advisor New York, NY
- wealth management consultant New York, NY
- financial advisor wealth manager New York, NY
- wealth manager New York, NY
- community relations manager New York, NY
- senior relationship manager New York, NY
- global relationship manager New York, NY
- labor relations director New York, NY
- government relations manager New York, NY
- relationship manager work from home New York, NY