Senior Wealth Relationship Manager
Citi Group
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
- 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 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...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
- 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...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
- 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
- Citi is seeking a Wealth Relationship Manager for the Southern Westchester County area. The role focuses on building deep client relationships, assessing complex financial needs, and delivering holistic planning solutions with a high-touch approach. You will work with product...Senior
- Cyperus Group LLC is seeking an experienced Wealth Management Advisor (Relationship Manager) in New Jersey to manage sophisticated client relationships and drive growth. You will deliver high-touch service, develop tailored financial plans, and collaborate with Investments...Senior
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should...Senior- Citi Wealth in Brooklyn, New York, is seeking a Wealth Relationship Manager to provide holistic financial planning and investment guidance for high-net-worth clients within the SAFE Act framework. Identify opportunities, coordinate with product specialists, and deliver...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$160k - $220k
...Senior Relationship Manager Commercial Real EstateThe Relationship Manager (RM) serves as the primary client relationship owner and the face of the bank for assigned clients. The role is responsible for growing and deepening client relationships by delivering integrated...SeniorLocal area- A cutting-edge payments platform is seeking a Customer Success Leader to onboard and grow key merchant accounts. This role involves defining processes, designing scalable systems, and collaborating with product teams to enhance customer satisfaction. The ideal candidate...SeniorRemote job
$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- Wealth Client Relationship ManagerWealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors on deepening the relationships we share with our clients and helping them grow their practice through referrals to deliver...Full timeWork at office
$62k - $100k
...Merrill Wealth Management is a leading provider of comprehensive wealth management and investment... ...life they envision through a personal relationship with their advisory team committed to... ..., product specialists and/or team Senior Wealth Planner and Investment Management...Work at officeShift workDay shift- ...what we stand for as a firm. KPMG is currently seeking a Manager/Senior Manager to join our Business Tax Services practice. Responsibilities... ...for internal and external clients; build and manage client relationships Oversee teams of tax professionals/assistants working on...SeniorFull timeLocal area
$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$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$133.1k - $295.67k
...Oversee engagement process and other risk management activities; lead teams of tax... ...projects Additional Responsibilities for Senior Manager: Manage risk and financial performance... ...Ability to develop and deepen client relationships and expand the KPMG footprint in the...SeniorFull timeLocal area- 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...
- 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...
$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- ...sponsorship for this position. Ready to grow high-value client relationships through tailored wealth solutions? Why HSBC HSBC is one of the largest banking... ...we do. The Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer...Local area
$25 per hour
..., cross-sell) for a number of existing relationships, representing approx. $25 to 50m annualized... ...of Asset Servicing, facilitating senior executive engagement with clientsContinue... ...professional experience, preferably in client management roles with commercial accountability...SeniorTemporary workWorldwideFlexible hours$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...Senior
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