Senior Wealth Advisor & Relationship Lead
$83.92k - $125.88kCiti
Citi is looking for a Wealth Relationship Management Sr. Analyst in Los Angeles, CA. This seasoned professional will manage client relationships, offering financial solutions and services tailored to affluent and High Net Worth clients. The role demands strong analytical and communication skills, with a focus on compliance and risk assessment. The ideal candidate should have 5-8 years of experience and a bachelor's degree. Citi offers competitive salary from $83,920.00 to $125,880.00, along with comprehensive benefits. #J-18808-Ljbffr Citi
- ...banking. Wells Fargo is seeking a Senior Lead Commercial Banking Relationship Manager for Healthcare, Higher Education... ...and soliciting feedback; act as an advisor to guide and influence others in... ...and Investment Banking, and Wealth & Investment Management. Wells Fargo...SeniorFull timeWork experience placementLocal area
$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial success... ...within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area- A major financial institution in Los Angeles is seeking a Wealth Relationship Mgmt. Sr. Analyst to enhance client relationships within the affluent segment. The ideal candidate will have a strong background in financial planning and analytical skills, as well as experience...Senior
$83.92k - $125.88k
Citi in West Hollywood is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships and provide tailored financial solutions. The ideal candidate will have 5-8 years of experience, strong analytical abilities, and knowledge of financial planning...SeniorFull time- Alliant is looking for a dedicated professional to manage client relationships within Private Client Services in Los Angeles. You will develop new business opportunities, initiate renewal processes, and ensure high client satisfaction. The ideal candidate should have at...SeniorWork at office
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Los Angeles. In this role, you will be empowered to drive client outcomes through effective management of ongoing relationships, providing tailored investment advice, and collaborating with a skilled...Senior
- ...role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your... ...desirable. This position is vital for nurturing long-term client relationships and achieving substantial business results. #J-18808-Ljbffr AumniSenior
- East West Bank seeks a Senior Relationship Banker in South Pasadena to deliver a high-quality relationship banking experience. You will manage customer relationships and assist with their financial needs while achieving sales goals across various banking products. The successful...Senior
$24 - $27 per hour
East West Bank in Los Angeles is seeking a Senior Relationship Banker who is dedicated to delivering high-quality banking experiences and achieving sales goals. The successful candidate will manage relationships while leveraging banking technology to meet customer needs...SeniorHourly pay$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering...Senior- U.S. Bank is looking for a Client Relationship Consultant 3 in Beverly Hills, CA. This role involves building relationships with clients, providing counsel on financial needs, and educating them about banking products. A strong emphasis on customer service and digital...Senior
$44.3k - $73k
...Third Bank, N.A. is seeking a Personal Banker I in Los Angeles, California to provide exceptional customer experiences by building relationships and addressing financial needs. This role involves processing teller transactions and collaborating with colleagues to ensure...Senior- A leading financial institution in Los Angeles is looking for a VP, Treasury Relationship Manager to manage a portfolio of large corporate clients. The role involves business development, risk management, and collaboration with internal teams to enhance product offerings...Senior
- BMO is seeking a VP, Commercial Relationship Manager in Los Angeles, CA. In this role, you'll facilitate business development through strong client relationships and manage high-value portfolios. Aiming for significant revenue generation, you'll drive negotiations and...Senior
$121.9k - $262.1k
...El Segundo, California, focused on profitable business development and managing high-quality client relationships. You will work closely with senior executives and lead collaboration with partners to implement effective relationship strategies. The ideal candidate must...Senior$151.02k - $177.67k
Medium is seeking a Senior Commercial Relationship Manager in Los Angeles, California, to drive business development and manage relationships with complex commercial clients. This role involves generating revenue through strategic partnerships and conducting credit analysis...Senior- The Hispanic Alliance for Career Enhancement seeks a VP, Commercial Relationship Manager based in Los Angeles, CA. This role focuses on fostering client relationships and driving revenue through strategic management of client portfolios. The ideal candidate has over 10...Senior
- A financial services company is seeking an experienced Senior Treasury Relationship Manager to support corporate clients across various industries. This role requires a minimum of 8 years of Treasury Services sales experience, and strong knowledge of payment solutions....Senior
$240k - $300k
Citizens is looking for a Senior Housing Relationship Manager in Los Angeles, CA, responsible for managing complex commercial real estate relationships focused on senior housing and healthcare. This role involves business development, credit structuring, and portfolio management...Senior$151.02k - $177.67k
Banner Corp. is seeking a Senior Commercial Relationship Manager in Los Angeles, California. In this role, you will drive growth by building partnerships with complex commercial clients and expanding our presence through strategic business development. The ideal candidate...Senior- Bank of Montreal is seeking a VP, Commercial Relationship Manager in Los Angeles, CA. The role is focused on managing key client relationships, structuring high-value transactions, and driving revenue growth. The ideal candidate will have 10+ years of experience in relationship...Senior
- A leading financial institution in California is seeking a Senior Commercial Relationship Manager to manage and develop large commercial relationships. This role involves strategic business development, relationship management, and credit expertise to drive revenue while...Senior
$24 - $27 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses on delivering... ...: C&I, CRE, SBA, mortgage, treasury management, deposits, wealth management investment products, international deposits/wires...Senior- A prominent bank holding company in Los Angeles seeks a Relationship Manager to develop and manage a portfolio of private clients. The role requires at least twelve years of experience in sales or relationship management. Candidates should have advanced skills in managing...Senior
$112.3k - $221k
CliftonLarsonAllen Wealth Advisors LLC is seeking a Senior Wealth Advisor to join their team in Century City, CA or Pasadena, CA. The role focuses on providing a comprehensive Total Wealth Advisory experience to meet clients' financial and tax needs. The ideal candidate...Senior- ...Angeles is seeking an experienced Associate Principal (Structural - SE) to lead the design of complex structural projects. The role involves overseeing project teams, managing client relationships, and providing technical expertise. The ideal candidate will have over 10...Senior
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates...Senior
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments within... ...other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. Appropriately...SeniorFull time- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means joining a... ...other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. Appropriately...Senior
$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends in the field... ...methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will lead to the growth of the asset base. Appropriately...SeniorFull timeWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Relationship Lead. Be the first to apply!
- patient financial counselor Los Angeles, CA
- senior financial advisor Los Angeles, CA
- project finance associate Los Angeles, CA
- international financial advisor Los Angeles, CA
- financial advisor part time Los Angeles, CA
- financial planner Los Angeles, CA
- senior wealth advisor Los Angeles, CA
- financial planning associate Los Angeles, CA
- financial advisor associate Los Angeles, CA
- jde finance consultant Los Angeles, CA

