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

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

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Advisor in San Francisco, CA vacancy
  • $70k - $200k

     ...For additional information, please review .The Financial Advisor is a strategic professional who stays abreast of developments within...  ...worth investors and jointly develop financial strategies with the Private Bankers.* Conduct sophisticated economic and financial market... 
    Senior
    Private
    Full time

    Citibank (Switzerland) AG

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

    Fifth Third Bank, N.A.

    San Francisco, CA
    4 days ago
  • $180.27k - $220.33k

    U.S. Bank in San Francisco seeks a seasoned professional for wealth management with high net worth clients. This role involves managing complex client relationships, assembling a skilled team to meet client needs, and providing expert advice across Wealth Management domains... 
    Senior
    Private

    U.S. Bank

    San Francisco, CA
    4 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
  • $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... 
    Senior
    Private
    Full time
    Work at office

    PowerToFly

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

    JPMorgan Chase & Co.

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

    Citigroup Inc.

    San Francisco, CA
    1 day 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 years... 
    Senior
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day 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
    1 day 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
    2 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
    15 hours ago
  • $102k - $170k

    Strategic Finance Senior Associate - Corporate About this position About Rippling Rippling...  ...tech companies, investment banking, private equity, and venture capital. This role will...  ...as Anaplan and AI tools Act as a trusted advisor to Rippling’s G&A executives, offering financial... 
    Senior
    Private
    Work at office
    3 days per week

    Rippling

    San Francisco, CA
    2 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

    JPMorgan Chase & Co.

    San Francisco, CA
    1 day 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
    1 day ago
  • $122.4k - $228k

     ...Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages,...  ...with an objective of becoming their trusted advisor. Develops relationship with client’s...  ...needs. Makes recommendations to senior leaders on strategy and new initiatives,... 
    Senior
    Private
    Contract work
    Part time
    Local area
    Shift work

    Bank of Montreal

    San Francisco, CA
    2 days ago
  • $175k - $225k

     ...Investment Banking Senior Associate Our San Francisco office is looking for an Investment Banking Senior Associate...  ...Group. Our Financial Sponsors Group advises private equity firms, hedge funds, sovereign wealth funds, and pension funds on capital-raising, investment... 
    Senior
    Private
    Temporary work
    Work at office

    Morgan Stanley

    San Francisco, CA
    5 days ago
  • $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... 
    Senior
    Private
    Temporary work
    Work at office

    Dormont Manufacturing Co

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

    EisnerAmper

    San Francisco, CA
    1 day ago
  • $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,... 
    Senior
    Private
    Permanent employment
    Temporary work
    Work experience placement
    Interim role
    Work at office
    Flexible hours
    Night shift

    KeyBank

    San Francisco, CA
    4 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Advisor in San Francisco, California. In this role, you will provide comprehensive financial planning...  ...from those starting to save to those with considerable wealth. Your responsibilities will include building relationships,... 
    Private

    JPMorgan Chase & Co.

    San Francisco, CA
    4 days ago
  • Kirkland & Ellis LLP is seeking a Partner in San Francisco, CA to lead the M&A/Private Equity practice, providing counsel to corporate and private equity clients in complex corporate transactions. The ideal candidate will have a Juris Doctor degree, admission to the California... 
    Senior
    Private
    Private practice

    Kirkland & Ellis LLP

    San Francisco, CA
    2 days ago
  •  ...Officer IV based in San Francisco. The role involves leading debt financing transactions for top-tier private equity clients, providing broad visibility with senior leadership. Ideal candidates should possess significant experience in investment banking and skills in... 
    Senior
    Private

    PNC Financial Services Group

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

    Socure Inc

    San Francisco, CA
    3 days ago
  •  ...Senior Product Manager Opto is engineering the future of private markets to improve client outcomes and drive capital to the most transformative...  ...end-to-end solution for wealth managers of any size- from small investment advisors to large multi-family offices to private... 
    Senior
    Private
    Work visa

    Opto Investments

    San Francisco, CA
    4 days ago
  •  ...Private Wealth Advisor San Francisco, California, United States Or refer someone Job Openings Private Wealth Advisor Top producing FA's and teams - we are recruiting for top tier advisors and teams throughout the California market. A global book of clients... 
    Private

    Norman Alex

    San Francisco, CA
    1 day ago
  • $80k - $100k

     ...Gen II Fund Services, a leading tech-enabled Private Equity Fund Administrator, is seeking a Senior Fund Accountant to join our growing team. At Gen II, you will gain deep exposure to the full private equity fund lifecycle, including newly launched and first-to-market... 
    Senior
    Private
    Work at office
    Remote work
    2 days per week

    Gen II Fund Services

    San Francisco, CA
    2 days ago
  • Kranz & Associates is seeking a Senior Fund Accountant to provide fractional consulting services to venture capital fund administration clients. This role, which can be full-time or part-time, involves preparing journal entries, financial statements, and management fee... 
    Senior
    Private
    Full time
    Part time

    Kranz & Associates

    San Francisco, CA
    3 days ago
  • $131k

     ...with Excel/Google Sheets Prior financial and/or analytical experience including FP&A, investment banking, management consulting, private equity, or operations Preferred Qualifications Experience with SQL and AI tools Outstanding analytical skills - standard methodologies... 
    Senior
    Private
    Full time

    Uber

    San Francisco, CA
    5 days ago

Do you want to receive more vacancies?

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