Senior Private Wealth Advisor — Accredited Investors
Citi Group
Citi CPC Client Advisor - Vice President in Singapore leads as a senior wealth advisor focused on Accredited Investors, building durable relationships and delivering tailored solutions. The role demands entrepreneurial drive and a commitment to the highest ethical standards in Citi Wealth. The advisor originates new clients, manages an origination pipeline, and partners with specialists to meet client goals while progressing through a clear career framework within Citi Wealth. #J-18808-Ljbffr Citi
$150k - $200k
...expertise to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art... ...advisors primarily from traditional wealth management backgrounds.... ...financial advisor, wealth advisor, private client advisor), wealth...SeniorPrivateFull time$175k - $200k
...Senior Vice President / Managing Director, Capital Markets Advisory & Investor Relations Financial Services, Private Markets | ICR, LLC | New York, NY or Norwalk... ...consultants, family offices, wealth platforms, and other... ...and communications advisors, this individual will...SeniorPrivateFull time- ...firm with over $50bn of capital. They are looking to add a Senior Associate/ VP to their Investor Relations team, acting in a hybrid sales support and... ...investment solutions for global institutional investors, wealth platforms, etc. Prepare presentation and support materials...SeniorPrivateWork experience placement
- ...We're partnered with a leading global wealth management firm dedicated to serving high and ultra high net worth individuals and... ...technology and specialist resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra...SeniorPrivateFull time
- ...Our client is a growing RIA within an established CPA and tax planning firm. We are seeking a Private Wealth Advisor to help drive continued growth of the firm's wealth management practice. This is a business development and client acquisition role with a significant...SeniorPrivateFull time
$80k - $135k
...or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround &... ...strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...SeniorPrivateFull timeWork experience placementLocal area$80k - $135k
...or protected veteran status. Position Title: Senior Associate - Corporate Finance - Turnaround &... ...strategic, operational, and financial advice to private equity firms, management teams, boards of directors, investors, hedge funds, and other lenders or companies that...SeniorPrivateFull timeWork experience placementLocal area$315k - $375k
...Work on sophisticated finance transactions involving private equity acquisitions, senior debt, mezzanine debt, and complex acquisition financing... ...develop your practice. Qualifications ~ J.D. from an accredited law school with strong academic credentials. ~5+...SeniorPrivatePermanent employmentFull time$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ...degree with 7+ years' experience in the wealth management industry as either a...SeniorPrivate$165k
...digitalrealty.com or follow us on LinkedIn and Twitter.Senior Associate - Private CapitalReports directly to Head of Private Capital Investor RelationsWorks closely with: Fund Management... ...investor pipeline across sovereign wealth funds, public pensions, endowments,...SeniorPrivateFull time- ...number one priority. With a wealth of learning and career development... ....KPMG is currently seeking a Senior Associate to join our KPMG... ...for corporate and private equity clients with significant... ...membersBachelor's degree from an accredited college/university in an appropriate...SeniorPrivateH1bLocal area
- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team... ...of one of the countrys largest private banks, this could be your new home... ...from the integrated team (Investor, Capital Advisor and Wealth Advisor). - Ensure that the proposed...SeniorPrivate
$90k - $140k
...individuals worldwide.The Morgan Stanley Private Credit (“MSPC”) Finance team is responsible... ...accounts.The Finance Associate or Senior Associate will work in conjunction with the... ...and financial statements, and accuracy of investor notices and reportingCoordinate asset level...SeniorPrivateTemporary workWork at officeWorldwide$130k - $205k
...innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step... ....Your key responsibilitiesAs a Senior Associate-Consultant in EY-... ...Management - Financial Services - Wealth and Asset Management, and Real Estate...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours$135.9k - $159.9k
...practice is a growing team that partners with Private Equity and Corporate Strategic clients... ..., and analytics. We are looking for a Senior Consultant with experience in Insurance... ..., carve-outs) with Private Equity investors or corporate strategics. Familiarity with...SeniorPrivateTemporary workLocal areaImmediate startFlexible hours$135k - $165k
...set of strategies, including private equity, impact, credit, real... ...insights and add value for our fund investors, portfolio companies,... ...with external auditors and tax advisors on complex transactions and evolving... ...to deal team members and senior management. They see process...SeniorPrivateFull time$113.1k - $186.7k
...Corporate Finance - Quantitative Finance and Economics - Senior AssociateThe opportunityEY-Parthenon’s unique... ...paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way -...SeniorPrivateWork experience placementSummer holidayWork at officeFlexible hours- KPMG LLP is seeking a Senior Associate in Financial Due Diligence within our Deal Advisory practice in the United States. The... ...financial and commercial due diligence to Fortune 1000 companies, private equity investors, and lenders, interfacing with client senior executives,...SeniorPrivate
$86.66k - $164.3k
...Description:We are currently searching for a Senior Consultant to join our Financial... ...real estate, hospitality and retail, and private equity to name a few. Baker Tilly's CFO... ...business owners, executive management, investors, lenders and other sophisticated parties...SeniorPrivateFull timeLocal areaImmediate startWorldwideShift work$121.44k - $154.84k
...is seeking a Financial Due Diligence Senior Associate to join our team in New York... ...outs and similar services to clients, private equity investors, and asset-based lenders.Help organizations... ...services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively...SeniorPrivateWork experience placementInternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- World Vision International seeks a Senior Advisor, Global Partnerships to lead engagement with private sector actors and impact investors. Based in a homeworking arrangement, you will shape partnerships at the intersection of business, finance and child-focused advocacy...SeniorPrivateRemote jobWork from home
- ...of clients, including industry leading institutional investors, banks, asset managers, and other private credit lenders. Attorneys in the practice work... ...experience includes skills and knowledge regarding senior, second lien, and subordinated financing structures,...SeniorPrivateWork at office3 days per week
$110k - $140k
...with leading North American wealth management firms and... ...offices and sophisticated investors allocate capital. This is a senior individual contributor role... ...capital across InvestX's private market investment... ...Management Serve as a trusted advisor throughout the investor lifecycle...SeniorPrivateWork at officeRemote work- Coda Search│Staffing is seeking a Senior Finance Associate in New York, NY, to join a leading real estate private equity firm. This role encompasses investor reporting, KPI analysis, and financial reporting, requiring collaboration with senior leadership and the finance...SeniorPrivate
$85k - $100k
...Fitch Ratings is currently seeking a Senior Market Research Associate to join the Business... ...support the Senior Director, Head of Investor Coverage for BRM Corporates, with a primary... ...asset managers, insurance companies, and private equity firms. Familiarity with financial...SeniorPrivateWork at officeImmediate start$110k - $170k
...a mission since 2018 to make Private Credit and Asset-Based Finance... ...banks, trustees, and investors to accelerate growth through... ...provided). Act as a trusted advisor to financial institutions, delivering... ...flexibility based on experience, seniority, and industry knowledge....SeniorPrivate$140k - $185k
...Description Job Description Investor Relations Analyst Location:... ...on employer type (e.g., private equity firms, venture capital... ...collaboration with investment teams, senior management, operations, and... ...for institutional and accredited investors Track investor commitments...PrivateFull timeWork at office- ...with hedge funds to serving all alternatives, corporations and private clients, our organization has grown immensely across asset classes... ...Operations group, Financial Statement group, Tax group, and Investor Relations group ~ Coordinate, manage and monitor external audit...SeniorPrivateFull time
- ...legal workstreams for private credit and infrastructure... ...across investments, investor relations, compliance,... ...counsel and other advisors to ensure efficient execution... ..., influencing senior stakeholders, and balancing... ...Platinum Standard Accreditation from the Clear Company...SeniorPrivate
$158.4k - $237.6k
Citi Wealth - Wealth Advisor - Senior Vice President Job Req Id: 26958879 Location(s): Miami, Florida, United States Job Type: Hybrid Posted: May... ...of traditional investments, wealth planning, and private banking services to optimize client service and identify...SeniorPrivateFull time
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