Private Wealth Relationship Manager
Citi Group
Citigroup Inc. is seeking a Financial Planner in Mountain View, California, to build and manage relationships with high-net-worth clients. Responsibilities include providing holistic financial solutions and ensuring compliance with regulatory requirements. The ideal candidate will have 5-8 years of experience, strong analytical skills, and relevant FINRA registrations. Benefits include competitive salary and comprehensive employee packages. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Relationship Manager in Mountain View, CA vacancy
$88.4k - $132.6k
## Wealth Relationship Manager - Mountain ViewApplylocations: Mountain View California United Statestime type: Full timeposted on: Posted Todayjob... ...----------------------------------## **Job Family Group:**Private Client Coverage-------------------------------------------...SuggestedFull timeWork at officeCitibank (Switzerland) AG
Mountain View, CA1 day ago$150k
#2216 Our kind and discreet Bay Area-based private client is seeking a capable Property & House Manager to support seamless operations and maintenance across multiple homes. The portfolio includes a diverse range of residences across the Bay Area, from urban homes to...PrivateMonday to FridayWeekend workPocketbook Agency
Sunnyvale, CA2 days ago$163.2k - $220.8k
...Senior Client Service Manager, Client Experience Wilson Sonsini is the premier legal advisor to technology, life sciences, and other... ...multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them...PrivateImmediate startWorldwideWilson-Sonsini-Goodrich-
Palo Alto, CA14 hours ago$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience...Suggested- ...portfolios of capabilities and ecosystem relationships in the industry. Together, you’ll do so... ...implement business change across Asset Managers Leading workshops with key client... ...Eagle Pace or CRD a plus Alternatives, private investment, or sales distribution expertise...PrivateFor contractorsWork at officeLocal area
$131.75k - $178.25k
...corporations, as well as the venture firms, private equity firms, and investment banks that... .... Position Overview The Client Service Manager will play a key role in advancing the... ...firmwide initiatives that strengthen client relationships. You’ll collaborate across Business...PrivateWorldwideDormont Manufacturing Company
Palo Alto, CA3 days ago- ...matters. The IP practice integrates seamlessly with corporate, M&A, private equity, regulatory, and litigation teams, allowing partners to... ...supports matters including: Patent prosecution & portfolio management IP litigation (patents, trade secrets, trademarks,...PrivateWork at officeFlexible hours
Platinum Legal Search Group, LLC
Sunnyvale, CA1 day ago $103.6k - $189.7k
...across Banking and Capital Markets, Wealth and Asset Management and Insurance. Our purpose is to help... ...specialized facets of hedge fund, private equity fund and mutual fund taxation... ...appropriately escalating complex tax and client relationship matters to senior management and...PrivateSummer holidayWork at officeLocal areaFlexible hoursEY
Palo Alto, CA14 hours ago$2,000 per month
...everyone to accelerate the results that matter. By taking advantage of all structured and unstructured data - securing and protecting private information more effectively - Elastic's complete, cloud-based solutions for search, security, and observability help organizations...PrivateLocal areaFlexible hoursElastic
Mountain View, CA1 day ago$87.5k - $125k
**Client Development Manager, Palo Alto***At CHANEL, we are focused on creating an inclusive... ...Building collaborative partnerships and relationships* Being comfortable in the middle of... ...Parking**Additional Information:**CHANEL is a private company whose values are grounded in...PrivateTemporary workSeasonal workLocal areaFlexible hoursNight shiftWeekend workChanel
Palo Alto, CA4 days ago$145k - $175k
...future. POST seeks a strategic, experienced, relationship-driven Director of Institutional... ...seven years of experience preparing and managing institutional grant proposals and reports... ...priorities, including new sources of public or private funding, policy changes, and trends in...PrivateShorter hoursFull timeWork at officeLocal area3 days per week$88.4k - $132.6k
...Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Santa Clara, California, to deepen client relationships and deliver tailored financial solutions. In this full-time role, you will utilize your analytical and communication skills while adhering to compliance...Full timeCitibank (Switzerland) AG
Santa Clara, CA4 hours ago$205k - $285k
...years of experience in institutional real estate investment, private equity real estate, or investment banking with a real estate focus... ...Portfolio Lead and a key member of the Investment Portfolio Management (IPM) team, you will report to the Senior Director of IPM,...PrivateFull time- Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships to meet complex financial needs, ensuring compliance, and supporting clients through a wide range of products and services. Ideal...
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...- 711 MS Smith Barney, LLC is seeking a Group Director - Client Service to provide exceptional service to our clients and support Financial Advisors. This role encompasses defining clear responsibilities, overseeing daily operations, and shaping the vision of client service...
$110k - $185k
...Morgan Stanley is looking for a Relationship Manager focused on Private Market in San Francisco, CA. The successful candidate will oversee and cultivate corporate client relationships, interact with various client stakeholders, and conduct needs analysis. With a university...PrivateMorgan Stanley
Menlo Park, CA4 days ago$130k - $173k
...Description Job Description Tax Manager – Estate, Gift & Trust San Jose, CA... ...Trust expertise to join its growing Private Client / Private Wealth practice. This is a high-impact... ...strong resources, excellent client relationships, and real upward mobility. What You...PrivatePrivate practiceWork at officeRemote workFlexible hoursSolid Rock Recruiting LLC
Santa Clara, CA8 days ago- ...British American Household Staffing is seeking a seasoned full-time estate manager for a family based in Atherton, California. This role involves overseeing the daily operations of their main residence and managing additional properties in Malibu and New York. The ideal...PrivateFull time
British American Household Staffing
Atherton, CA3 days ago - ..., now based in the Bay Area, seeks a seasoned full-time estate manager to handle their properties. The family is very active, travels... ...arrangements related to property use when necessary Organize and oversee private events, dinners, and gatherings across the residences...PrivateFull timeFor contractorsRelocation packageMonday to FridayWeekend workAfternoon shift
British American Household Staffing
Atherton, CA3 days ago $71k - $140k
...expertise in industries like real estate, entertainment and media, private equity and venture capital, and high‑tech help build... ...career advancement. Overview Being the next generation Business Relationship Manager at East West Bank means you are part of a world‑class team...PrivateLocal areaEast West Bank
Milpitas, CA3 days ago$110k - $185k
...Role Relationship Manager – Private Market Focus – San Francisco, CA. Responsible for overseeing, servicing, cultivating and growing existing corporate client relationships, acting as the main point of contact for designated corporate clients and interacting with all...PrivateMorgan Stanley
Menlo Park, CA3 days ago- Excellence Services, LLC is seeking an experienced Estate Manager for a private ultra-high-net-worth household in Atherton, California. This role involves overseeing day-to-day operations of a high-end estate, managing staff and vendors, and ensuring service standards are...Private
- Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial... ...their entities (operating businesses, private foundations, etc.). Our role is to work... ...planning, and concentrated position management (such as 10b5-1 plans, derivative-based...PrivateLocal area
$180k - $300k
...Estate Manager （Private UHNW Household） Location: Atherton, CA, 94027 (On-site) Job Type: Full-Time (40 hours/week), Hourly, Non-Exempt Availability: Typically 9 am - 5:30 pm M-F, with availability for on-call support as needed COMPENSATION: ~$180,000 -...PrivateHourly payFull timeFor contractorsWork at officeRelocationExcellence
Atherton, CA2 days ago$90k - $150k
...performance goals and targets. About This Job The Vice President, Relationship Manager is responsible for developing, managing, and expanding... ...relationships through direct sourcing, referrals, venture capital and private equity networks, and industry events Deliver a full suite of...PrivateWork at officeLocal areaDormont Manufacturing Company
Menlo Park, CA3 days ago$150k - $203k
...company financial performance. Reporting to the Group Finance Manager, Corporate FP&A, this Staff Financial Analyst will develop and... ...dynamic finance roles (Corporate FP&A, Investment Banking, Private Equity / Venture Capital, Management Consulting or analytics experience...PrivateWork experience placementIntuit
Mountain View, CA16 days ago$100k - $275k
A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution...Private- JPMorgan Chase & Co. is looking for a Private Client Banker in Palo Alto, California, who is passionate about... ...exceptional service and building long-lasting relationships with affluent clients. The role involves managing clients' complete banking relationship, utilizing...Private
- JPMorgan Chase & Co. in Mountain View, CA is seeking a Private Client Banker responsible for managing relationships with affluent clients. You will provide tailored financial advice, ensuring clients receive optimal products and services. The ideal candidate should have...Private
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Relationship Manager. Be the first to apply!
Related searches
- relationship manager Mountain View, CA
- university relations manager Mountain View, CA
- industry relations manager Mountain View, CA
- labor relations manager Mountain View, CA
- labor relations director Mountain View, CA
- enterprise relationship manager Mountain View, CA
- relationship director Mountain View, CA
- provider relations manager Mountain View, CA
- government relations manager Mountain View, CA
- investment intern (private equity) Mountain View, CA