Senior Wealth Relationship Manager (HNW)
$88.4k - $132.6kCiti
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. This role requires strong analytical, communication, and organizational skills, with an emphasis on compliance with regulations. The salary range is $88,400.00 – $132,600.00 and includes benefits like medical coverage and a 401(k). #J-18808-Ljbffr Citi
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager (HNW) in Mountain View, CA vacancy
$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...SeniorHigh net worth- 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
- Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo Alto, California. The successful candidate will have over 10 years in Financial Services and demonstrate an entrepreneurial spirit....SeniorHigh net worth
- Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships to meet complex financial needs, ensuring compliance, and supporting clients through a wide range of products and services. Ideal...High net worth
- 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
Job Title Wealth Relationship Management (Branch) Sr. Analyst SAFE Act Job Description The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional role that applies in-depth disciplinary knowledge, contributes to the development of new techniques...High net worthWork at office- 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
Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with... ...and Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding. Acquire...High net worthFull timeWork at office$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding....High net worthFull timeWork at office$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...SeniorHigh net worthFull time$140k - $170k
...to provide strategic, integrated tax planning for high net worth clients. This remote position emphasizes building strong client relationships over compliance work, with a salary range of $140,000 to $170,000 per year. The ideal candidate will have a Bachelor's Degree in...SeniorHigh net worthRemote job$140k - $235k
...looking for a seasoned professional to join their Global Commercial Banking Healthcare, Technology & Sponsors Team. The role requires managing an extensive portfolio of complex clients and providing tailored financial solutions. Key qualifications include a minimum of 10...Senior$140k - $235k
Stryker Corporation is seeking a seasoned financial professional to join their team in Palo Alto, CA. This role involves managing complex client relationships, analyzing financial conditions, and delivering tailored financial solutions. A successful candidate will have at...Senior$140k
...what Gartner calls the best AI-powered knowledge management platform on the market. Now we need a Senior Customer Success Manager who can turn that advantage... ...renewal and expansion. Build trusted advisor relationships with senior business and IT stakeholders. Translate...SeniorWork at officeeGain
Sunnyvale, CA1 day ago- ...Ernst & Young Oman is looking for a Real Estate Tax Senior Manager to lead tax planning projects and provide advisory services across various sectors. This role requires strong analytical skills and a proactive attitude to improve client tax activities. The ideal candidate...Senior
Ernst & Young Oman
Palo Alto, CA2 days ago $205k - $273k
...responsible for delivering NTT DATA services and ensuring client satisfaction. This role requires over 8 years of experience in IT management and service delivery, including Application and Cloud services. The ideal candidate will have a strong background in stakeholder...Senior- ...Executive III in Mountain View, California. The role involves overseeing the delivery of services, ensuring client satisfaction, and managing operational governance. Candidates should have an advanced degree in IT, over 5 years of experience in relevant industries, and 8...SeniorRemote work
$144k - $244k
A leading global technology services firm seeks a Senior Client Executive-Hi-Tech in Palo Alto, California. This remote role focuses on managing multiple manufacturing clients and driving revenue growth, requiring extensive experience in client management, and knowledge...SeniorRemote job$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help...SeniorHigh net worthBoutique Recruiting
Mountain View, CA2 days ago- ...Senior Customer Success Manager Palo Alto, California About Workato Workato delivers enterprise infrastructure for the agentic era, redefining... ...to: Develop and maintain strategic business relationships with customers to drive adoption and retention....SeniorRemote workFlexible hours
Workato
Palo Alto, CA2 days ago $160k - $180k
...and training, leading quality management resources, best-of-breed... ...and initiatives. Position: Senior Tax Manager Are you a seasoned... ..., estate planning, and wealth transfer strategies. Conduct... ...and maintain strong client relationships through effective communication...SeniorHigh net worthFull timeLocal area- A leading tech services firm is seeking a Senior Client Executive-Hi-Tech to join the team remotely in California. This role is pivotal in managing client relationships and driving revenue growth in the Manufacturing sector. The ideal candidate will possess extensive sales...SeniorRemote job
$19.5 - $23.4 per hour
Insider, Inc. is seeking a Receptionist in Sunnyvale, CA to manage phone calls, assist visitors, and handle clerical duties. The ideal candidate should possess a high school diploma or GED and demonstrate effective communication skills. The position offers a competitive...Senior$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorHigh net worth$144k - $244k
...Senior Client Executive-Hi-Tech(Remote) NTT DATA Services strives to hire exceptional... ...diverse solution offerings as well as management of a diverse applications portfolio,... ...ability to grow and improve client/customer relationships, implement change, and leverage...SeniorRemote jobTemporary workWork from homeHome officeFlexible hours- Dormont Manufacturing Co is seeking an Engagement Manager in Mountain View, California. This senior role will involve managing client relationships and ensuring the delivery of AI consulting engagements. You'll be the key contact for enterprise accounts and play a crucial...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...SeniorHigh net worth
- Mudflap is seeking a Partner Success Manager to enhance relationships with our largest merchant partners. This role requires strong industry expertise and the ability to thrive in a fast-paced environment. Candidates should have over 5 years of experience in partner success...SeniorRemote job
- EY is seeking a Real Estate Tax Senior Manager to lead diverse tax planning projects, providing strategic outcomes across a wide range... ...responsibilities will include supervising teams and building client relationships in a collaborative culture. EY offers a hybrid work model, a...Senior
$132.5k - $338.3k
...regulated financial services use cases. Manage all parts of projects, from client buy‑... ...delivery lifecycle. Developed and managed relationships with C‑suite client executives. A... ...executable manner. Ability to communicate with senior executives, producing polished, clear...SeniorLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Manager (HNW). Be the first to apply!
Related searches
- industry relations manager Mountain View, CA
- relationship director Mountain View, CA
- relationship manager Mountain View, CA
- government relations manager Mountain View, CA
- provider relations manager Mountain View, CA
- labor relations director Mountain View, CA
- university relations manager Mountain View, CA
- labor relations manager Mountain View, CA
- senior app developer Mountain View, CA
- senior international account manager Mountain View, CA