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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor - HNW Banking in Mountain View, CA vacancy
- ...Citigroup Inc. is looking for an Investment Counselor Principal in Palo Alto, CA. In this strategic role, you will develop and manage relationships with ultra-high net worth clients, leveraging extensive investment experience to provide innovative solutions and advice....SeniorHigh net worth
- ...effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad... ...develop tailored solutions for wealth management. The ideal candidate... ...5 years of experience in Private Banking and a strong track record of...SeniorHigh net worth
Citi
Palo Alto, CA1 day ago - ...Senior Private Client Banker We believe in making dreams possible... ...understood. We build lasting relationships by doing the right thing,... ...delivering J.P. Morgan products, banking solutions and cutting-edge... ...Collaborate with Private Client Advisors and Private Client Investment...SeniorImmediate startAfternoon shift
$250k
...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 worthFull timeLocal area$125k - $190k
...Avidbank is seeking a Relationship Manager in San Jose for our Corporate Banking division. This full-time role focuses on developing and managing a loan and deposit portfolio for privately held businesses and high net worth individuals, with a strong emphasis on commercial...SeniorHigh net worthFull timeWork at officeAvidbank
San Jose, CA3 days ago- First Citizens Bank is seeking an Affluent Wealth Advisor to acquire and grow relationships with emerging High Net Worth clients in the California innovation economy. You will deliver personalized guidance and ongoing relationship management, coordinating with Wealth experts...High net worth
$180.27k - $220.33k
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 worthLocal area$189.29k - $331.2k
...leader in innovative wealth management, asset servicing... ...asset management and banking services, Northern... ...and their professional advisors to develop a thorough... ...identify opportunities for relationship enhancement4. Focused... ...is encouraged, senior leaders are accessible...SeniorFull timeWork experience placementH1bWorldwideFlexible hours$28.56 - $37.36 per hour
...Senior Relationship Banker 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...SeniorWork at officeLocal areaFlexible hoursNight shift- JPMorganChase is seeking a Senior Private Client Banker to serve affluent clients in... ...View branch. You will manage the full banking relationship, deliver JP Morgan products and... ...will collaborate with Private Client Advisors and Investment Associates to offer comprehensive...Senior
- ...to negotiate internally at a senior level and provide some external... ...and strategies. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment... ...alternative investments with wealth planning and private banking services...High net worthLocal area
$141k - $205k
...operations, business strategy, investment banking, venture capital, private equity , or... ...tracking and control processes. You'll provide senior level management with insightful... ...organization is an important partner and advisor to the business.Individual pay is determined...Senior- BMO Harris Bank in Sunnyvale, CA, seeks a Retail Banking professional to deliver exceptional service, assess customer needs, and guide... ...maintaining strict regulatory compliance. The role emphasizes relationship building, consultative selling, and leveraging digital tools to...
- ...as well as in partnership with some of the most important technology firms in the world.As a Senior Principal Architect at JPMorganChase within Corporate and Investment Bank Technology, you will spearhead the transformation and modernization of payments platforms, collaborating...Senior
$28.85 - $33.65 per hour
...FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common... ...impact. 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 payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$100k
Job Description:Merrill Wealth Management is a leading provider of... ...guidance.Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team committed... ...of Merrill coupled with the banking convenience of Bank of...High net worthHourly payFull timeWork at officeDay shift- ...Senior Principal Architect If you are excited about shaping the future of technology... ...stakeholders — building trusted advisor relationships and influencing technology investment... ...and today we are a leader in investment banking, consumer and small business banking,...Senior
Chase
Palo Alto, CA4 days ago $88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned... ...intuitively recognize and understand a client's banking, credit and investment needs and goals... ...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship...High net worthFull timeWork at office$250k
...Group Mgr manages a team of senior professionals. The job requires... ...’ businesses and sources of wealth generation.* Anticipate events... ...that strengthen client relationships with the firm.* Help clients... ...fundamental interests of the Private Bank.* Help team members acquire...Full timeCitibank (Switzerland) AG
Palo Alto, CA16 hours ago$88.4k - $132.6k
...Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is... ...intuitively recognize and understand a client's banking, credit and investment needs and goals... ...to Lending Consultants and Financial Advisor, Small Business Partners, Relationship...High net worthFull timeWork at office$117k - $234k
...to maintain a safe, high-quality Marketplace.Role OverviewThe Senior Manager, Technology Operations supports Walmart Marketplace’s Seller... ...and/or underwritingPrevious experience in the payments or banking industryAbility to work independently and handle pressure effectively...SeniorFull timeTemporary workPart time- JPMorganChase is seeking a Private Client Banker in Branch Banking to manage the banking relationship for affluent clients and a broader client base. You... ...referrals. You will collaborate with Private Client Advisors, Mortgage Bankers, and Relationship Managers to connect...
- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorFlexible hours
UBS
Palo Alto, CA3 days ago - ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...acquiring, building and managing client relationships to considering a client’s complex financial...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
Bank of America
San Jose, CA4 days ago $200k - $300k
...internally, often at a senior level. Some external... ...businesses and sources of wealth generation.... ...Serve as a trusted advisor to clients who frequently... ...financial matters. Build relationships with client families that... ...to the Citi Private Bank. Effectively manage...Full time$250k
...ultra-high-net-worth clients. The role involves managing client relationships, driving revenue growth, and ensuring compliance with... ...standards. Ideal candidates will have 15+ years in private banking with proven leadership and relationship management skills. The...High net worth- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
- ...Relationship Manager In Consumer And Community Banking Are you passionate about building and maintaining high-net-worth client relationships across banking... ...clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and...High net worthTemporary workWork at officeLocal areaImmediate start
$205.5k - $278k
...TurboTax, scores refreshed in Credit Karma. All of it depends on a live, high-quality connection to a bank. That connectivity layer is what you'll own.We're looking for a Senior Staff Product Manager to lead bank connectivity and financial-institution data quality across...SeniorBank staffWorldwide- ...Merrill Wealth Management is a leading provider of comprehensive... ...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team... ...of Merrill coupled with the banking convenience of Bank of America...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor - HNW Banking. Be the first to apply!
Related searches
- financial advisor Mountain View, CA
- financial associate Mountain View, CA
- estate planning consultant Mountain View, CA
- financial advisor associate Mountain View, CA
- financial planning associate Mountain View, CA
- financial planning assistant Mountain View, CA
- finance associate Mountain View, CA
- financial counselor Mountain View, CA
- financial planning administrator Mountain View, CA
- financial planner Mountain View, CA