Senior Private Wealth Advisor
Citigroup Inc.
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.
- A reputable banking institution is seeking a Wealth Management Advisor II in San Francisco, California. The role involves guiding clients in achieving their wealth goals, requires eight years of experience in financial services, and mandates certifications like CFP or CFA...SeniorPrivate
- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...SeniorPrivate
- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in San Francisco, California. In this full-time role, you will be responsible for building and deepening relationships with affluent clients. This position involves providing tailored financial...SeniorPrivateFull time
- 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 years...SeniorPrivate
$70k - $200k
...The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy... ...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market...SeniorPrivateFull time$70k - $120k
Join to apply for the Senior Wealth Advisor role at Citi 6 days ago Be among the first 25 applicants Join to apply for the Senior Wealth Advisor... ...-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments...SeniorPrivateFull timeWork at office- 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
- 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
$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$26 - $29 per hour
...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...Overview Being the next generation Senior Relationship Banker at East West Bank... ...mortgage, treasury management, deposits, wealth management investment products, international...SeniorPrivate- JPMorgan Chase & Co. is seeking a talented Private Banker in San Francisco to provide an exceptional client experience within its International... ...over six years of experience in Private Banking, focusing on wealth management for offshore clients. The role involves advising...SeniorPrivate
$10k
...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,...SeniorPrivateFull timeWork at officeHome officeRelocation packageFlexible hours- ...internal business units to coordinate and execute client transactions efficiently Page Executive is the global executive search, senior leadership recruitment, and executive advisory arm of PageGroup plc. PageGroup PLC was established in the United Kingdom in 1976....SeniorPrivatePermanent employmentContract work
- Competitive Offer Competitive Package Based in San Francisco About Our Client Nationally Chartered U.S. Bank Job Description Key Responsibilities Drive growth in assets under management (AUM) and generate new client inflows in line with annual targets Build and maintain...SeniorPrivate
- ...our growing Finance team. This role is ideal for someone with 3-4 years of experience across investment banking, venture capital, private equity, and/or strategic finance who wants broad exposure to company‑building inside a fast‑scaling AI infrastructure company. Experience...SeniorPrivate
- ...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
$121.44k - $154.84k
As a Financial Due Diligence Senior Associate, you’ll focus on middle‑market transactions, serving dynamic organizations with experienced... ..., providing carve‑outs and similar services to clients, private equity investors, and asset‑based lenders. Help organizations...SeniorPrivateWork experience placementLocal area$85.1k - $161.7k
...capacity. Advanced written and verbal communication skills. Strong technical knowledge in US GAAP and/or IFRS for both public & private companies. Preferred Qualifications Experience in working on project teams related to one or more of the following areas: accounting...SeniorPrivateWork experience placementInternshipLocal area$175k - $225k
Our San Francisco office is looking for an Investment Banking Senior Associate to join the Financial Sponsors Group. Our Financial Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital-raising, investment, and exit...SeniorPrivateTemporary workWork at office$130k - $185k
...mindset, we partner with CEOs, CFOs, Boards, Private Equity and Governments every step of the... ...of buy side and sell side transaction advisors bring deep sector expertise and functional... .... Your key responsibilities As a Senior Associate - Consultant with EY-Parthenon’...SeniorPrivateWork experience placementSummer holidayWork at officeImmediate startFlexible hours$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...SeniorPrivateLocal areaFlexible hours$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$116k - $216k
...th Avenue, Seattle Washington Job Summary: The Senior Relationship Manager (or Sr Banker) serves as the Trusted Advisor for clients and prospects who are primarily... ...management, interest rate management, syndications, private equity, subordinated debt, deposits, leasing,...SeniorPrivatePermanent employmentTemporary workWork experience placementInterim roleWork at officeFlexible hoursNight shift$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- ...need to succeed and the autonomy to reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems Implementation Group (RESIG), the largest real estate private equity fund administrator by funds administered. We are seeking someone with...SeniorPrivateLocal area
- A leading financial services firm in San Francisco is seeking a Private Client Advisor to offer comprehensive financial planning and advice to individuals and families. The ideal candidate will have at least 2 years of experience in financial services, strong client acquisition...Private
- Turn/River in San Francisco is seeking a Senior Fund Accountant to join their finance team. This role involves overseeing accounting and financial reporting for the firm's investment funds, requiring a strong accounting background and hands-on operational support. The...SeniorPrivate
- ...Senior Associate, Transactional Tax (4+ years) NYC|DC|LA|San Fran|Silicon Valley|San Diego|Austin|Chicago Our AmLaw 100 client... ...Domestic and cross-border M&A Partnership tax planning Private equity fund formation work Capital markets and financing transactions...SeniorPrivate
- Baker Tilly Advisory Group, LP is seeking an experienced tax consultant to lead compliance and consulting services for high-net-worth individuals and related businesses. Candidates must have a minimum of 10 years of tax planning and consulting experience, along with a degree...SeniorPrivateWork at office
- ...opportunities. Strategic Partnership: Act as a strategic advisor to the business by providing ad-hoc data-driven analysis and actionable... ...discipline ~3+ years of experience in Investment Banking, Private Equity, or FP&A at a high growth tech company. ~ Ability to...SeniorPrivateRemote work
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