Senior Wealth Relationship Advisor - HNW Banking
$88.4k - $132.6kCitibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs and offer a comprehensive range of financial products. This full-time role requires 5-8 years of experience, with a strong emphasis on financial planning and regulatory compliance. Competitive salary range is $88,400 - $132,600, complemented by an array of benefits including health coverage and retirement plans. #J-18808-Ljbffr Citibank (Switzerland) AG
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...SeniorHigh net worth
- ...Associate Vice President and Wealth Advisor About the Company... ...will work alongside senior advisors and subject... ...planning, private banking, or related fields, with... ...those with exposure to HNW/UHNW client service or... ...excellent communication and relationship-building skills,...High net worth
- ...to work by offering a unique brand of relationship banking and fostering a culture where... ...over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
$80k - $180k
...markets. This role involves structuring new financing transactions, collaborating with various internal teams, and managing relationships with banking partners and investors. The ideal candidate will have 6 to 8 years of relevant experience and a Bachelor's Degree in...Senior- ...Client Associate at J.P. Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-... ...and building lasting relationships. With a commitment to career... ...Planning, liabilities planning, banking & lending solutions, mortgages...SeniorHigh net worthLocal area
- U.S. Bank is seeking a Client Relationship Consultant 2 in Sunnyvale, CA. This role involves building and maintaining strong relationships with clients through in-person and virtual channels to provide effective financial counsel. You will engage actively with clients to...
$28.56 - $37.36 per hour
Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective and...SeniorWork at officeLocal areaFlexible hoursNight shift$170.26k - $200.3k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...industry expert capable of handling complex wealth and relationship management issues,...High net worthTemporary workWork experience placementLocal area- ...negotiate internally, often at a senior level. Some external... ...strategies for the area. Citi Private Bank's objective is to further enhance its ability to build relationships with, and service the... ...alternative investments with wealth planning and private banking services...High net worthLocal area
$170.26k - $200.3k
...Job Opportunity At U.S. Bank At U.S. Bank, we're on a journey to do our best. Helping... ...to large size high net worth client relationships. Builds a team of Banking, Trust and Investment... ...expert capable of handling complex wealth and relationship management issues,...High net worthTemporary workWork experience placement$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...SeniorHigh net worth- Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...Senior
$148.83k - $183.85k
...Senior Trade Finance Advisor Location: San Jose As a Senior Trade Finance Advisor, you'll be responsible... .... This role partners closely with relationship managers, credit teams, and... ...experience in Trade Finance, International Banking or Commercial Banking or similar...Senior$180k - $200k
...Private Banking Team Lead Location: Peninsula / San Francisco... ...Serve as the primary relationship manager for HNW and UHNW clients, typically... ...Leadership Track Senior candidates may be considered... ...years in private banking, wealth management, or commercial banking...High net worthFlexible hours$24.92 - $30.46 per hour
U.S. Bank in Palo Alto, California is seeking a Client Relationship Consultant to cultivate client relationships and provide tailored financial guidance. The role emphasizes a digital-first approach to customer service. Successful candidates will possess retail banking...- Flagstar Bank is seeking a Group Director, Senior Vice President to lead Private Bank client relationships in New York, delivering personalized banking products and services to high-net-worth clients. The role emphasizes acquisition, relationship management, risk controls...High net worth
- ...seeking a Private Client Banker. In this role, you will be the first point of contact for affluent clients, managing their banking relationships and ensuring they receive tailored financial services. The ideal candidate has at least one year of experience in banking and...
- ...Senior Relationship Banker The Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product sales, handling negotiables and offering excellent service. In addition...SeniorFull timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend work
$28.85 - $33.65 per hour
...; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... .... Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...acquiring, building and managing client relationships to considering a client’s complex financial...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift$36.73 - $45.38 per hour
...Job Title: Senior Credit Analyst, Sponsor Finance Location: Costa Mesa What... ...recommend appropriate actions. Support relationship managers in structuring and negotiating... ...finance, middle-market commercial banking, private credit, or investment banking....SeniorHourly pay- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...As a Private Client Banker in Branch Banking, you are the main point of contact for... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
- ...Wealth Planning & Advice Executive Director Wealth Planning &... ....). Our role is to work with advisors and their clients to educate... ...with the various investment, banking, and lending products and platforms... ...to create engaged, lifelong relationships and put our customers at the...Local area
- Fifth Third Bank is seeking a Commercial Relationship Manager IV based in California. This role focuses on business development within the commercial banking sector, fostering relationships with senior executives to provide banking solutions. Candidates should possess extensive...Senior
$250k
...internally and externally at a senior levels. Negotiations... ...and sources of wealth generation. Anticipate... ...Serve as a trusted advisor to clients who frequently... ...matters. Build relationships with client families that... ...to the Citi Private Bank. Effectively manage...Full time$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help...SeniorHigh net worth- ...Co is seeking an experienced financial advisor responsible for providing valuable financial... ...solutions to complex Global Commercial Banking clients. Responsibilities include... ...client portfolio, maintaining profitable relationships, and collaborating with various bank teams...Senior
$140k - $235k
Bank of America in Palo Alto is looking for a seasoned professional to join their Global Commercial Banking Healthcare, Technology & Sponsors Team. The role requires managing an extensive portfolio of complex clients and providing tailored financial solutions. Key qualifications...Senior$140k - $235k
...in Palo Alto, CA. This role involves managing complex client relationships, analyzing financial conditions, and delivering tailored financial... ...10 years of experience in Commercial Lending or Investment Banking along with strong leadership skills. The position offers a competitive...Senior- ...seeking a Branch Manager SAFE Act in Mountain View, California. This senior management role involves leading a team, growing sales, and... ...have significant experience in sales management within the banking industry. Responsibilities include strategic planning, performance...Senior
$200k - $300k
...Citi Private Bank - UHNW Banker - San Francisco... ...internally, often at a senior level. Some external communication... ...and sources of wealth generation.... ...Serve as a trusted advisor to clients who frequently... ...financial matters. Build relationships with client families that...Full time
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