Senior Private Wealth Advisor
Citi Group
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst in San Francisco, California. This role involves providing financial solutions to affluent clients while maintaining compliance with industry regulations. The ideal candidate will have strong analytical skills and be adept at relationship building. Key responsibilities include managing client interactions, providing high-quality service, and collaborating with product specialists to meet client needs. The role requires a Bachelor's degree and several years of relevant experience. #J-18808-Ljbffr Citigroup Inc.
- The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...SeniorPrivate
$70k - $200k
...-11Location: San Francisco, California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes...SeniorPrivateFull time- Goldman Sachs is seeking Wealth Management Professionals for its San Francisco office to deliver high‑touch client service and strategic financial guidance. You will collaborate with Private Wealth Advisors to manage relationships, oversee investment activity, and leverage...SeniorPrivateWork at office
$180.27k - $220.33k
U.S. Bank is seeking an experienced professional for a role in wealth management responsible for retention and growth of high net worth client relationships. The ideal candidate will have 10+ years of experience and a Bachelor’s degree, along with excellent networking...SeniorPrivate$170k - $210k
Why Work at Mercer Advisors?For more than 40 years, Mercer Advisors... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand... ...will help a wide range of private investors, business owners, company... ...management.Job Summary:The Senior Wealth Advisor focuses on...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$189.29k - $331.2k
...exceptional service. Our Foundations and Institutional Advisors (FIA) group seeks a seasoned Senior Portfolio Manager to lead discretionary OCIO... ...client base includes nonprofit organizations, public and private philanthropic entities, healthcare systems, community...SeniorPrivate- ...A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six...SeniorPrivate
- Citi is seeking a Wealth Relationship Mgmt. Sr. Analyst in San Francisco to deepen high-net-worth client relationships through financial planning and advisory services. The role requires 5-8 years of experience, strong analytical and communication skills, and FINRA registrations...SeniorPrivate
- JPMorganChase is seeking an experienced Private Banker in San Francisco, California. This role requires managing client relationships and providing comprehensive wealth management advice to clients. The ideal candidate will have a Bachelor's degree, a minimum of six years...SeniorPrivate
$170k - $210k
...Description Why Work at Mercer Advisors? For more than 40 years,... ...and challenges. Regis Wealth Advisors work hand-in-hand with... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorPrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...SeniorPrivate
$119k
About the RoleWe’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing Finance team. This role partners... ...relevant experience in Strategic Finance, investment banking, private equity, consulting, venture capital or a related field, ideally...SeniorPrivateFull timeWork at officeLocal areaRemote work- ...Bachelor’s degree in a STEM or highly analytical field. 2-3 years in an investment-facing environment (e.g. Investment Banking, Consulting, Private Equity, Venture Capital, or Hedge Funds), with direct exposure to deploying capital or supporting investment #J-18808-Ljbffr...SeniorPrivate
$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...SeniorPrivate- Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have...SeniorPrivate
$10k
...pay, with additional time available at reduced pay Employee Assistance Program and virtual care through Lumino Health United Kingdom Private medical insurance through Freedom Elite Virtual GP and at‑home care via eMed x Livi Workplace pension through Penfold, with salary...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours$85.1k - $161.7k
...that’s why there’s nowhere like RSM.RSMUS is currently seeking a Senior Associate to join our Accounting and Finance Consulting... ...performing due diligence, and executing both M&A transactions and private / public financings. The ideal candidate has client facing experience...SeniorPrivateFull timeWork experience placementInternshipLocal area$130k - $160k
...s degree in a STEM or highly analytical field. 2-3 years in an investment-facing environment (e.g. Investment Banking, Consulting, Private Equity, Venture Capital, or Hedge Funds), with direct exposure to deploying capital or supporting investment decisions. 1-3 years in...SeniorPrivateFull timeTemporary workWork at officeFlexible hours- ...services clients. This role requires extensive experience in technology operations and advisory, particularly within hedge funds and private equity. The VTE will ensure technology strategy aligns with business performance and compliance requirements while promoting...SeniorPrivate
- ..., Safra National is a leading private bank with a devoted team of relationship... ...: The Managing Director -Senior Private Banker is responsible... ...on providing customized wealth management, investment solutions... ...Private Banker acts as a trusted advisor, leveraging all relevant...SeniorPrivateWork at office
$122.4k - $228k
...net‑worth clients with an objective of becoming their trusted advisor. Develops relationship with client’s professional advisors in developing... ...review of the client’s banking needs. Makes recommendations to senior leaders on strategy and new initiatives, based on an in‑depth...SeniorPrivateLocal areaShift work$138k - $175k
Back to jobs New Strategic Finance Senior Associate - Revenue San Francisco About The Role As a Strategic Finance Senior Associate, you... ...in investment banking or consulting paired with 1 - 2 years in private equity, growth equity, or venture capital; strategic finance or...SeniorPrivateFull timeContract work$122.4k - $228k
...180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains... ...an objective of becoming their trusted advisor. Develops relationship with client’s... ...banking needs. Makes recommendations to senior leaders on strategy and new initiatives,...SeniorPrivateContract workPart timeLocal areaShift work$95k - $150k
...involve large, complex transactions, high volume roll‑ups, carve‑outs, divestitures and sell‑side transactions. You will work with private equity firms, corporate acquirers and lenders, delivering high‑quality analyses that drive informed decision‑making. What You'll Do...SeniorPrivateLocal areaFlexible hours- ...clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial... ...to the next level. As a Private Banker Senior Associate in the International Private Bank... ...our resources with delivering a complete wealth management solution to clients across the...SeniorPrivate
$80.5k - $159.3k
...industry. Job Description As a Cybersecurity Senior Consultant , you will help organizations... ...communication. Act as a strategic advisor to client security and risk functions, helping... ...to provide audit services to public and private entities while also helping clients reach...SeniorPrivateLocal areaWorldwide- ...CPAIf you're looking to transition from public accounting into private equity—or you're already in fund accounting and want to join one... ...firms—this is an outstanding opportunity.We're hiring a Senior Fund Accountant to join the finance team of a leading private equity...SeniorPrivate
- ...teams to keep financial and operational workflows moving What we’re looking for ~3+ years of experience in investment banking, private equity, business operations, consulting, corporate development or a related role ~ Bachelor’s degree in Finance, Accounting,...SeniorPrivateFull timeWork at office
$157.04k - $235.56k
...StatesSalary: $157,040.00 - $235,560.00Category: Private Client Product Services, Professional, WealthCompany: CitiCiti Wealth Lending provides competitive borrowing... ...broader Wealth Management goals. Our Lending Advisors serve as dedicated and trusted partners to Wealth...PrivateFull time$88.9k - $168.3k
...join their Fund Services practice in San Francisco, CA. This role involves managing day-to-day fund administration engagements for private equity clients, overseeing capital calls, distributions, and reporting processes. The ideal candidate should have over 7 years of experience...SeniorPrivate
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