Senior Wealth Relationship Architect
$88.4k - $132.6kCitigroup Inc.
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York. This role requires strong analytical and financial skills to support affluent clients and deepen relationships through tailored financial solutions. The candidate should possess 5-8 years of experience and excellent communication skills. A Bachelor's degree is required, along with familiarity with financial planning software. The position offers a salary range of $88,400 to $132,600 along with competitive benefits. #J-18808-Ljbffr Citigroup Inc.
- ...financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of...Senior
- Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You will partner with Regional Consultants to grow assets, respond to inquiries, and help with new business development across mutual funds...Senior
$90k - $150k
...driven professional in Export, PA, to build and maintain client relationships while providing tailored financial solutions. Responsibilities... .... The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills...SeniorFull time- ...Bank to advise families on building, preserving and managing wealth. You will apply investment, planning, credit and banking knowledge... ...balance-sheet advice, risk-aware solutions, and strong client relationships, with licenses required within #J-18808-Ljbffr JPMorgan Chase...SeniorLocal area
- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
- A leading wealth management firm in New York is seeking a Senior Trading Associate to manage the complete trade lifecycle, from order execution through settlement. You will ensure compliance with regulations while collaborating closely with financial advisors and operations...Senior
- ...revenue by selling ETF and mutual fund products to ambitious wealth clients in a national/account framework. You will identify prospective... ...-functional partners, deep product knowledge, and strategic relationship management with RIAs and institutions in a fast-paced...Senior
- TwinThread is seeking a Client Specialist who will deeply engage with high net worth clients to generate new wealth relationships while managing existing ones. This role requires a college degree and over 7 years of experience in wealth management, alongside the necessary...Senior
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves deepening client relationships, offering complex financial solutions, and ensuring compliance with regulations like KYC and AML. The ideal candidate...Senior- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
- A wealth management firm is seeking a Senior Associate, Client Relationship Manager, in New York, NY. The ideal candidate will enhance client experience, provide operational support to Wealth Advisors, and manage client relationships and inquiries. The firm offers a hybrid...Senior
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive...Senior
$88.4k - $132.6k
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should...Senior$88.4k - $132.6k
Citi is looking for a Wealth Relationship Management Sr. Analyst in New York to enhance client relationships and provide financial planning solutions. Candidates should have 5-8 years of experience, strong analytical skills, and relevant FINRA certifications. The position...Senior$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office- Citigroup Inc. is seeking a seasoned Wealth Relationship Mgmt. (Branch) Sr. Analyst in New York, NY. You will deepen relationships with affluent clients, identify complex financial needs, and offer holistic solutions across banking, credit and investments. You will collaborate...Senior
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst to foster relationships with affluent clients by offering tailored financial solutions. This seasoned professional role demands strong organizational and analytical skills, coupled with an understanding...Senior
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...Senior
- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...Senior
- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...Senior
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...Senior
$88.4k - $132.6k
A major financial services firm is seeking a seasoned Senior Analyst for Wealth Relationship Management. The role includes building client relationships, offering tailored financial solutions, and ensuring compliance with all regulatory requirements. Ideal candidates will...SeniorFull time- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...Senior
- ...growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW relationships in the NYC metropolitan area. The role requires... ..., and a proven track record in wealth management with a significant AUM. Series...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office- Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to enhance client relationships and provide holistic financial solutions. The position requires a seasoned professional with strong analytical and financial skills, able to engage high-net-worth clients...Senior
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