Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor in San Francisco, CA vacancy
  • 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...
    Senior
    Private

    Hispanic Alliance for Career Enhancement

    San Francisco, CA
    3 days ago
  • $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... 
    Senior
    Private
    Full time

    Citigroup

    San Francisco, CA
    2 days ago
  • 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... 
    Senior
    Private
    Work at office

    Goldman Sachs

    San Francisco, CA
    6 days ago
  • $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... 
    Senior
    Private

    Us Bank

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Private

    Northern Trust

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    13 hours ago
  • 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... 
    Senior
    Private

    Citi

    San Francisco, CA
    6 days ago
  • 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... 
    Senior
    Private

    JPMorganChase

    San Francisco, CA
    5 days ago
  • $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... 
    Senior
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Francisco, CA
    11 days ago
  • 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... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    6 days ago
  • $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... 
    Senior
    Private
    Full time
    Work at office
    Local area
    Remote work

    Chime

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Private

    Atoms

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Private

    Jobleads-US

    San Francisco, CA
    3 days ago
  • 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... 
    Senior
    Private

    Citi

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Work at office
    Home office
    Relocation package
    Flexible hours

    RAMP

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    San Francisco, CA
    4 days ago
  • $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... 
    Senior
    Private
    Full time
    Temporary work
    Work at office
    Flexible hours

    Socket

    San Francisco, CA
    2 days ago
  •  ...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... 
    Senior
    Private

    日本アバカス株式会社

    San Francisco, CA
    4 days ago
  •  ..., 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... 
    Senior
    Private
    Work at office

    Safra National Bank

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Private
    Local area
    Shift work

    BMO U.S.

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Private
    Full time
    Contract work

    Teli Labs

    San Francisco, CA
    3 days ago
  • $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,... 
    Senior
    Private
    Contract work
    Part time
    Local area
    Shift work

    BMO Financial

    San Francisco, CA
    8 hours ago
  • $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... 
    Senior
    Private
    Local area
    Flexible hours

    Cross Country Consulting

    San Francisco, CA
    6 days ago
  •  ...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... 
    Senior
    Private

    JPMorganChase

    San Francisco, CA
    2 days ago
  • $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... 
    Senior
    Private
    Local area
    Worldwide

    Crowe

    San Francisco, CA
    3 days ago
  •  ...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... 
    Senior
    Private

    Robert Half

    San Francisco, CA
    3 days ago
  •  ...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,... 
    Senior
    Private
    Full time
    Work at office

    Salient

    San Francisco, CA
    8 hours ago
  • $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... 
    Private
    Full time

    Citigroup

    San Francisco, CA
    1 day ago
  • $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... 
    Senior
    Private

    RSM US LLP

    San Francisco, CA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Advisor. Be the first to apply!