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.
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Albertson, NY, to enhance relationships with affluent clients. The role requires strong analytical and financial skills, as well as effective communication abilities to meet client needs through personalized...SeniorHigh net worthFull time- ...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
$87k - $110k
Prodege, LLC is seeking a Senior Sample Solutions Lead who will serve as a strategic advisor for clients, managing crucial online market research projects. The applicant... ...responsible for building long-term client relationships and ensuring seamless project execution by collaborating...Senior- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial experience, client profiling, and high-touch service to affluent clients. You will coordinate with specialists to tailor banking, credit and...Senior
- ...the Town of Poland, NY, is seeking a results-oriented Senior Wealth Advisor to provide clients with tailored financial advice to achieve their objectives... ...retirement planning. This position emphasizes client relationship management, requiring strong analytical, communication...Senior
- Citigroup Inc. is seeking a seasoned Sr. Analyst in Wealth Relationship Management (Branch) to deepen client relationships among affluent clients using sophisticated profiling and discovery techniques. You will work closely with product specialists to tailor holistic financial...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private... ...develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI... ...7+ years' experience in the wealth management industry as either a...SeniorHigh net worth$71.3k - $106.8k
...Stifel strives for a culture that puts its clients and associates first: a culture where everyone... ...Under general supervision, The Client Relationship Manager acts as a key liaison between larger clients and Stifel Wealth and Investment Management, ensuring that such...High net worthFlexible hours- ...Wealth Relationship Manager Location: Flushing, NY, US, 11354 Brand: HSBC Area of Interest: Asset and Wealth Management Closing... ...teams to build meaningful relationships with high-value clients. Professionalism clients focus and understanding of the fundamentals...High net worthWork at officeLocal area
$66.36k
J.P. Morgan Wealth Management - Private Client Advisor - Brooklyn, NY Join to apply for the J.P. Morgan Wealth... ...care of our employees, building relationships, and delivering extraordinary... ...about requesting an accommodation. Seniority Level Not Applicable Employment Type...Full time- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our... ...taking care of our employees, building relationships, and delivering extraordinary customer service... .... As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...
- The Hispanic Alliance for Career Enhancement is seeking an AVP Client Services based in Kentucky. This role is responsible for overseeing administrative, managerial, and client relationships within Client Services. The ideal candidate will possess a bachelor's degree and...SeniorContract work
- A leading financial services firm seeks a Private Client Advisor in Brooklyn, NY to build client relationships and provide tailored investment solutions. The ideal candidate will have at least 2 years of experience in financial advising, strong integrity, and hold current...
- 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...
- Navigate Search is seeking a Tax Senior for a boutique CPA firm in Jericho, New York. This role offers the chance to work closely with clients, prepare and review various tax returns, and engage in tax planning for diverse high-net-worth individuals and businesses. The...SeniorHigh net worth
- 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...
- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- TwinThread is looking for a Private Client Advisor based in Kentucky to offer comprehensive financial planning and advice to individuals... ...and families. The ideal candidate will build strong client relationships, deliver personalized investment solutions, and possess deep...
- ...leading financial services firm located in Brooklyn is seeking a Private Client Advisor to deliver comprehensive financial planning and exceptional customer service. You will build relationships and offer investment solutions tailored to clients' financial needs. Ideal...
- ...global financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and advice... ...with personalized investment solutions and fostering client relationships. Candidates should have at least 2 years of relevant experience...
- ...leading financial services firm in Brooklyn is seeking a Private Client Advisor to provide comprehensive financial planning and advice... ...diverse client base. Responsibilities include building client relationships, offering personalized investment solutions, and promoting...
$80k - $90k
...About Wealth Enhancement Wealth Enhancement is an independent wealth management firm... ...passion for enriching the lives of our clients. We continually seek to perfect our... ...the appropriate blotting tool Client Relationship Management Dialogues with client to...SeniorHigh net worthFull timeTemporary workWork at officeMonday to FridayFlexible hours$25 - $38.46 per hour
KeyCorp is seeking a Private Client Banker in Uniontown, Ohio, to foster client relationships and provide financial advice tailored to clients with up to $2M in investable assets. You will assess financial needs and refer appropriate financial solutions, contributing to...Hourly payFull time$150k - $200k
...Senior Financial Planner CAPTRUST, a leading national independent... ...a commitment to objective, client-first advice. As a nationally... ..., we provide comprehensive wealth management to high-net-worth... ...Responsibilities Lead Deep Client Relationships Serve as the lead...SeniorHigh net worthTemporary workFlexible hours$55k - $90k
...Senior Registered Client Associate Join a Forbes Best-in-State advisor team in Jericho, NY, as... ...recognized, high-performing group at RBC Wealth Management. This role is perfect... ...Build and maintain professional relationships with clients by assisting them and answering...SeniorFlexible hours- ...SimpleWEALTH is a growing private wealth advisory firm, based in Garden City, NY, built... ...advisors who want to serve sophisticated clients across the full spectrum of wealth... ...tax and planning resources, and industry relationships, not a cold start. This is an opportunity...High net worthWork at officeImmediate start
- ...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...
$71k - $135k
...professional to join our team as a Premier Relationship Manger. As a Premier Relationship... ...adviser to our new and existing Premier clients. Woking collaboratively with our internal... ...Excellent understanding of financial planning, wealth management, and client-needs assessment...High net worth- 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
- ...Financial Group is seeking a results-oriented Senior Wealth Advisor to join our team. In this position, you will engage with clients to understand their financial objectives... ...service and fostering long‑term client relationships. If you are driven by results and have a deep...Senior
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