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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager in New York, NY vacancy
- 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
- Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services. The role emphasizes high-touch, in-branch engagement, collaboration with product specialists, and...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 (RM) Commercial Real Estate Role Summary The 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...SeniorLocal area$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$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$62k - $100k
...more details about this job. Merrill Wealth Management is a leading provider of comprehensive... ...life they envision through a personal relationship with their advisory team committed to... ...managers, product specialists and/or team Senior Wealth Planner and Investment...Work at officeShift workDay shiftSouthern Arkansas University
New York, NY18 hours ago$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- 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...
- ...narrative, identifying strategic existing relationships and prospective clients, determining... ...multi-strategy mandates, etc.). Help to manage relationships post funding. Serve as... ...and be viewed by client/consultants as a senior-level LGT CP representative. Attend (...SeniorWork at officeFlexible hours
LGT Capital Partners Ltd
New York, NY3 days ago - ...for this position. Ready to grow high-value client relationships through tailored wealth solutions? Why HSBC HSBC is one of the largest... ...everything we do. The Opportunity As a Wealth Relationship Manager, you’ll work closely with a Wealth Relationship Officer...Local area
HSBC Global Services Limited
New York, NY15 days ago - ...Asset Management Role At L+M Development PartnersAt L+M Development Partners, working together to build stronger communities is our mission... ...decisions, and this role will have considerable access to senior leadership. The ideal candidate must be a self-starter who is passionate...Senior
L&M Development Partners, Inc.
New York, NY2 days ago $260k - $350k
...Senior Relationship Manager Miami, Florida, United States Or refer someone Job Openings Senior Relationship Manager We have been retained... ...currently employed as a Relationship Manager, Private Banker or Wealth/Financial Advisor. The role will have a scope of...SeniorNorman Alex
New York, NY4 days ago$85k - $150k
...Overview Job Purpose The Senior Relationship Manager proactively manages a territory of 5 to 10 parent accounts, each generating $1M to $40M in annual revenue. The role centers on building trust-based, value-added partnerships with key client stakeholders and is...SeniorFull timeIntercontinental Exchange
New York, NY4 days ago$175k - $245k
...than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal... ...next, this is the right place to build a fulfilling career.Senior Relationship Manager - Relationship ExcellenceAt Brown Brothers Harriman, we...SeniorFull timeLocal area$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...- Citi is seeking a Wealth Relationship Manager for the DMV Market. The role focuses on building relationships with affluent clients, identifying their complex financial needs, and delivering holistic financial planning solutions through in-branch interactions and coordinated...
$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- ...About the Role: As a CBRE Property Management Sr. Manager, you will be responsible for supervising the team responsible for all operational and financial activities of large portfolios of properties. This job is part of the Property Management job function. They are responsible...Senior
CBRE Group, Inc.
New York, NY3 days ago $220k - $415k
...Job Description: Job Title Relationship Manager, LatAm Corporate Title Director - Managing Director Location New York, NY / Miami... ...based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). You will...SeniorWork at officeWork from homeDeutsche Bank
New York, NY2 days ago- ...A financial services company is seeking a Commercial Relationship Manager to manage and grow a portfolio of business clients. This role involves analyzing financial statements, structuring loans, and developing new business opportunities. Candidates should have a Bachelor...Senior
Holiday Financial Services
New York, NY3 days ago - ...Relationship Manager, LatAmCorporate Title: Director - Managing DirectorLocation: New York, NY / Miami, FLAs the Relationship Manager, you will... ...based on expert knowledge of the market, industry, and Wealth Management's capabilities (products and services). You will...SeniorWork at officeWork from home
Deutsche Bank
New York, NY4 days ago - ...Gallagher is seeking a Private Client Service Manager in New York to oversee high net worth client programs, ensuring tailored insurance solutions and strong relationships. Reporting to the Private Client Service Supervisor, you will drive renewals, cross-sell opportunities...Senior
Gallagher
New York, NY1 hour ago $190k - $220k
...New York, we would welcome interest from those at BDM and Senior management level. Within the role you will be supporting clients across... ...leadership team and the Associate Director, implement a client relationship plan with the firms global client base, enhancing the...SeniorFull timeAmbition
New York, NY4 days ago$161.5k - $190k
Job TitleSenior Property Manager (CRE)Job Description SummaryResponsible for the management of the Property Management staff as well as to oversee a significant portfolio or property and to serve as a point person on third-party relationshipsJob DescriptionESSENTIAL FUNCTIONS...SeniorMinimum wageFull timeContract workWork at officeFlexible hours- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists,...
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
- wealth manager New York, NY
- labor relations manager New York, NY
- relationship marketing manager New York, NY
- external relations director New York, NY
- labor relations director New York, NY
- industry relations manager New York, NY
- service relationship manager New York, NY
- relationship manager corporate banking New York, NY