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
- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking, credit and investments. You will lead high-touch client engagements, coordinate...SeniorHigh net worth
$88.4k - $132.6k
Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires strong analytical and financial skills, excellent communication abilities, and a solid understanding of financial planning...SeniorHigh net worth- Bank of America in Santa Clara, CA seeks a client-focused associate to greet clients, uncover personal banking needs, and connect... ...specialists. You will guide self-service transactions, deepen relationships, and ensure reliable service. The role emphasizes outbound follow...Senior
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$106k - $150k
Overview Join First Citizens Bank and be part of a team dedicated... ...investments, insurance, and wealth planning, the First Citizens... ...Responsible for acquiring and growing relationships with emerging High Net Worth... ...identified, Affluent Wealth Advisors work with a team of Wealth...High net worthTemporary workLocal area$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- JPMorganChase is seeking a Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage investments, credit and banking knowledge to support current clients and drive new assets. You will work with a local team...SeniorLocal area
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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- 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
$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- ...Business Unit Consumer & Community Banking Posting Date 07/17/2026, 04:2... ...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...SeniorHigh net worthFull timeLocal area
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$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$180k - $200k
MRISpokane is seeking a Private Banking Team Lead to manage high-net-worth clients and drive new business opportunities. This role focuses... .... Ideal candidates will have 6+ years in private banking or wealth management, demonstrated success in business development, and a...High net worth$110k - $185k
...segments—Institutional Securities, Wealth Management, and Asset Management... ...our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and... ...experienceSkills/Abilities:Strong relationship building capabilities with Financial...High net worthTemporary workWork at office$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$135k - $250k
Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with...SeniorHigh net worth$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- 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
- ...successful candidate will leverage cross-functional skills to transform business requirements into actionable system requirements. This mid-senior level role calls for a minimum of 8-10 years of experience in business analysis, solid communication skills, and a strong...SeniorContract workBank staff
- ...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
- Cathay Bank is seeking a Sr. Relationship Banker (Administrative) in Cupertino, CA. You will open new accounts, cross-sell bank products, and resolve customer issues while adhering to bank policies and security procedures. You will support teller operations, balance cash...SeniorWeekend work
$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$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 time- Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your analytical skills to build and deepen relationships with affluent clients. The position requires a solid background in financial services...Senior
$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
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