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
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive... ...Ideal candidates should have 2+ years in branch banking or financial services, be able to resolve issues...SeniorWeekend workAfternoon shift
$127.9k - $291.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management,... ...key responsibilities A Senior Services Manager in FSO EDGE... ...effective long-term relationships and manage workflow effectively... ...and status as a trusted advisor to maintain and further...SeniorHigh net worthFull timePrivate practiceSummer holidayLocal areaFlexible hours$28.85 - $33.65 per hour
Job Description: 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... ...center where you will help to deliver Bank of America’s core banking, investment solutions...High net worthHourly payWork at officeImmediate startMonday to FridayShift workDay shift$106k - $150k
Join First Citizens Bank and be part of a team dedicated to helping... ...investments, insurance, and wealth planning, the First Citizens... ...for acquiring and growing relationships with emerging High Net Worth... ...identified, Affluent Wealth Advisors work with a team of Wealth experts...High net worthTemporary workLocal area$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- ...understood. We build lasting relationships by doing the right thing, creating... ...and inclusion. As a Senior Private Client Banker in a J.... ...delivering J.P. Morgan products, banking solutions and cutting‑edge... ...Collaborate with Private Client Advisors and Private Client Investment...SeniorImmediate startAfternoon shift
$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...$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 enhancement 4. Focused... ...is encouraged, senior leaders are accessible...SeniorFull timeWork experience placementH1bLocal areaWorldwideFlexible hours$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- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...Senior
- ...financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include advising...
$24.92 - $30.46 per hour
Responsibilities Build and nurture client relationships through in-person, appointment-based, and virtual interactions, applying a digital-first mindset. Assess and attend to customers’ banking needs, process customer and account information, and demonstrate and educate...Hourly payTemporary work- ...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
- ...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
...; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose... ...progression 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 FridayFlexible hoursShift workDay shift$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$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$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- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North... ...years of age. Acknowledge ( Bank of America employees are... ...Job Description: Merrill Wealth Management is a leading provider... ...envision through a personal relationship with their advisory team committed...Work at officeShift workDay shift
- Payfuture Technologies is looking for a Staff Financial Analyst in Mountain View, CA. In this role, you'll act as a trusted advisor, helping to develop strategic plans and drive optimal investment decisions. You'll work across departments to provide insights and monitor...Senior
- ...Alnamo Group is hiring for Relationship Manager, Remittance for one of its banking clients in Sunnyvale, CA. Job Responsibilities: Create a strong network with the ethnic community in NYC, especially with High Net Worth Individuals (HNIs) Networking with community diaspora...High net worthFull timeContract workWork at office
- Join Coursera in Mountain View as a Senior Treasury Analyst to support global cash management and treasury operations. You will partner... ...experience, strong analytical skills, and familiarity with banking platforms. The position offers competitive compensation tied to...Senior
- Ihealthlabs in Sunnyvale, CA is seeking a Senior Accountant for Treasury & Investment Operations to manage fund and corporate accounting... ...include tracking capital contributions, overseeing daily banking relationships, and supporting LP reporting. The ideal candidate holds a...Senior
$70k - $80k
...products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment... ...whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates...Temporary workMonday to FridayShift workDay shift- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients... ...and possess the necessary licenses. Additionally, strong relationship-building skills are crucial for this role. #J-18808-Ljbffr Bank...
$28.85 - $33.65 per hour
Job Description Financial Solutions Advisor - Stage I (FSA I) - Helps clients with financial... ...advice and capital solutions as part of Bank of America and Merrill. Requires... ...SAFE Act registration. Provides client relationships, advice, and product recommendations. Responsibilities...Hourly payWork at officeMonday to FridayShift workRotating shiftDay shift$25 - $27.88 per hour
Bank of America is seeking a motivated Client Engagement Specialist in Milpitas, CA to assist clients with banking transactions and solutions. You will build relationships and drive client experience, managing cash responsibilities while adhering to operational excellence...Hourly pay- U.S. Bank is seeking a customer-facing role responsible for building client relationships and processing account information. Applicants should have a high school diploma and 3-4 years of retail banking experience. The role requires visits to a U.S. Bank location for all...
- U.S. Bank seeks a Client Relationship Consultant in Milpitas, California, to build relationships with clients through various channels. The role involves assessing customer needs, processing transactions, and educating clients on products and services. Candidates should...
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