Senior Wealth Relationship Strategist for HNW Clients
$88.4k - $132.6kCiti Group
Citigroup Inc. seeks a Wealth Relationship Mgmt. (Branch) Sr. Analyst based in Hewlett, New York. The role involves identifying and nurturing client relationships, anticipating financial needs, and providing tailored solutions to affluent customers. The ideal candidate should possess strong analytical skills, a background in financial planning, and effective communication skills. The position is full-time, offering a salary range of $88,400 - $132,600 along with competitive benefits. #J-18808-Ljbffr Citigroup Inc.
- Citi in Hewlett, New York, is looking for a Sr. Analyst to manage relationships with affluent clients. Successful candidates will leverage strong analytical and communication skills to provide tailored financial solutions. The position requires 5-8 years of experience,...Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Hewlett, New York. In this role, you will build relationships with affluent clients, anticipating their complex financial needs by offering holistic financial solutions. The ideal candidate will have...SeniorFull time$88k - $123.74k
A leading advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting...SeniorHigh net worthFlexible hours- Citigroup Inc. is seeking a Senior Wealth Advisor in East Meadow, New York, to deliver comprehensive financial and investment advice. This role involves building relationships with new clients, managing referrals, and deepening existing client relationships through effective...Senior
$88.4k - $132.6k
Citi in Hewlett, New York, is seeking a Senior Analyst for Wealth Relationship Management. You'll be responsible for building and managing relationships with affluent clients, anticipating their complex financial needs, and providing tailored solutions. This role demands...Senior- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Hewlett, NY. This role involves building and deepening relationships with affluent clients while adhering to compliance norms. The ideal candidate has 5-8 years of experience in the financial sector....Senior
$88.4k - $132.6k
...Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...skills. Anticipate the complex financial needs of the client and offer solutions through a wide range of products,...High net worthFull timeWork at office- JPMorganChase is seeking a Private Client Advisor in Wantagh, NY to offer comprehensive financial planning and investment solutions to a diverse clientele. This role involves building strong relationships, delivering personalized solutions, and fostering a culture of diversity...
- ...Morgan Chase, we are passionate about helping our clients, supporting our employees, building relationships, and delivering extraordinary customer service while... ...financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial planning...High net worth
$88k - $123.74k
Senior Tax Associate - Private Wealth page is loaded## Senior Tax Associate - Private Wealthlocations: USA NY... ...tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...get your work done and meaningful relationships with clients, teammates and...SeniorHigh net worthLocal areaWorldwide$70k
Citi Global Wealth brings together the full power of Citi to serve... ...entire continuum of wealth clients. The unified business supports... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...team—including a Wealth Relationship Manager and field experts...SeniorHigh net worthFull timeWork at office$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior$24 - $37.75 per hour
Baker Tilly US in Uniondale, NY, is seeking an Accounting Specialist responsible for managing high net worth clients within our Private Wealth Tax Practice. Candidates are expected to provide exceptional client service while managing multiple tasks and deadlines. The ideal...High net worthHourly payPrivate practice- ...leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor's...
- ...financial services firm located in Jericho, NY is seeking a Senior Registered Client Associate to join their team. This role requires a... ...licenses. Your responsibilities include maintaining client relationships, handling inquiries, and ensuring compliance. The expected...Senior
- ...begins with you. About this role: Wells Fargo is seeking a Senior Wealth Management Banking Specialist (SAFE) in Wealth Investment Management... ...service a moderately complex affluent and high net worth client relationship portfolio in lending, credit, and deposit products and...SeniorHigh net worthFull timeWork experience placementWork at officeImmediate start
- A national Registered Investment Advisor is seeking a Senior Advisor in Wealth Management to join their Financial Services team. This role involves building client relationships, delivering comprehensive financial plans, and managing client portfolios using an integrated...SeniorRemote jobFull time
- J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments...
- JPMorganChase in Hicksville, NY is seeking a Private Client Advisor to deliver personalized financial planning and investment solutions. The role requires managing client relationships and offering comprehensive advice to clients from various financial backgrounds. The...
- JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive... ...to clients, ensuring exceptional service by building strong relationships and offering tailored investment solutions. The ideal...
- JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions... ...and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital...
$80k - $90k
...Sr Client Service Associate Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our... ...incoming assets to the appropriate blotting tool Client Relationship Management Dialogues with client to understand their...SeniorHigh net worthFull timeTemporary workWork at officeMonday to FridayFlexible hours- As our Senior Partnerships and Tourism Manager, you will be responsible... ...B2B partnerships, building relationships with important partners in... ..., in particular, our guests/clients. An obsession with the trends... ..., and is embraced by, the HNW community. Exceptional relationship...SeniorHigh net worthTemporary workLive inWork at officeLocal areaFlexible hoursWeekend work
$350k
...Description Job Description Our client is a growing super... .... Our client is seeking a Senior Advisor/ Banker who leads... ...and retain full-service relationships with both UHNW & HNW clients. Must have strong... ...years' experience in the wealth management industry as either...SeniorHigh net worth$126.5k - $166.3k
Tax Manager - Private Wealth page is loaded## Tax Manager - Private Wealthlocations: USA... ..., tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...where you get your work done and meaningful relationships with clients, teammates and leadership...High net worthWork at officeLocal areaWorldwide$55k - $90k
...State advisor team in Jericho, NY, as a Senior Registered Client Associate and become an integral part... ..., high‑performing group at RBC Wealth Management. This role is ideal for professionals... ...do? Build and maintain professional relationships with clients by assisting them and...SeniorFull timeFlexible hours- ...is seeking a Tax Manager for their New York office. This role involves delivering tax and business advisory services to private wealth clients, including ultra-high-net-worth families. The ideal candidate will have over 5 years of tax compliance experience and a CPA....High net worthWork at office
- Australia-Employment in Jericho, New York is looking for a Tax Senior to join their team. The role involves preparing and reviewing various tax returns, with a focus on high-net-worth clients. Offering a hybrid work schedule, the firm emphasizes a collaborative environment...SeniorHigh net worth
- ...Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
$24 - $37.75 per hour
...advisory, tax and assurance firm, providing clients with a genuine coast‑to‑coast and global... ...worth individuals within our Private Wealth Tax Practice. The role requires managing... ..., communication, interpersonal skills, relationship building, collaboration, and problem solving...High net worthPrivate practiceLocal area
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