Wealth Relationship Strategist - HNW Planning & Growth
$88.4k - $132.6kCiti
Citi is seeking a Wealth Relationship Management Sr. Analyst to deepen client relationships with affluent and High Net Worth individuals. This role involves understanding complex client needs and providing tailored financial solutions. The ideal candidate has 5-8 years of relevant experience, strong analytical and communication skills, and is adept at developing client engagement strategies. This position offers a competitive salary range of $88,400 - $132,600 along with a comprehensive benefits package. #J-18808-Ljbffr Citi
- Citibank (Switzerland) AG in Milpitas is seeking a Wealth Relationship Manager to cultivate relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical and communication skills, alongside compliance with regulatory requirements...Suggested
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing... ...of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate...High net worthFull timeWork at office$150k
...unparalleled expertise. As a Relationship Manager in JPMorgan Private... ...financial possibilities their wealth affords, leveraging the formidable... ...contributing to the dynamic growth of our business. Job... ...comprehensive and personalized planning approach. Foster and deepen...High net worthTemporary workWork at officeImmediate start$106k - $150k
First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...High net worth- ...in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of... ...offers a collaborative environment with ample opportunities for career growth. #J-18808-Ljbffr JPMorgan Chase & Co.Suggested
- ...City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep understanding of financial markets. Candidates...
- ...range of matters, including: Estate planning, wills, and succession Wealth structuring, tax and estate... ...seeking a new platform. Strong client relationships among high-net-worth or ultra-high-... ..." OR "ultra high net worth" OR "HNW" OR "UHNW" OR "private capital" OR...High net worthPrivate practiceWork at officeWorldwide3 days per week
- ...California. This role involves offering comprehensive financial planning and personalized investment solutions to individuals and... ...candidate should have at least 2 years of experience, strong relationship management skills, and an active Series 7 license. You will be...
$88.4k - $132.6k
Responsibilities Identify, build and deepen relationships to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. Anticipate the complex financial needs of the client and offer solutions...High net worthWork at office$100k - $150k
...The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with the client,... ...co-investments, with a focus on venture, growth equity, and thematic innovation areas including...Temporary workWork experience placementLocal area- ...Overview We are seeking a seasoned A I Strategist to lea d strategic enterprise... ...accelerate deal cycles. Client Advisory & Relationship Management Serve as a trusted... ...initiatives. Experience working with high-growth startups or glo bal SaaS companies....Work at office3 days per week
$110k - $120k
...involves supporting the US and global business development strategy in the TMT sector. Key responsibilities include enhancing client relationships, executing tactical events, and collaborating with multiple stakeholders. Candidates should possess a BA/BS and three to five...$120k - $175k
HP is seeking a Go-To-Market (GTM) Strategist to influence and define the execution of its GTM strategy. The role requires strong analytical skills and the ability to refine strategies for growth in a fast-moving environment. Candidates should have 4-7 years of relevant...$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park... ...of our employees, building relationships, and delivering extraordinary... ...offer comprehensive financial planning and advice to individuals and... ...card sales and deposit growth and have the most-used digital...- ...care of our employees, building relationships, and delivering extraordinary... ...Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...credit card sales and deposit growth and have the most‑used digital...
- ...for uncapped earnings. Responsibilities include working with business owners to implement strategies and uncover opportunities for growth. Candidates should possess strong communication skills, an entrepreneurial mindset, and comfort with technology. The role offers flexibility...Remote jobContract work
$106k - $150k
...futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides comprehensive... ...communities we serve. Responsible for acquiring and growing relationships with emerging High Net Worth clients and prospects within the...High net worthTemporary workLocal area- ...investment solutions to your clients by relying on leadership and relationship‑building skills. This will be done with a consistent focus on... ...partners Demonstrated ability and commitment to goals‑based planning and advice A valid and active Series 7 A valid and active...
- ...finance professional in Milpitas, California, to build client relationships and offer tailored financial solutions. The role requires 5-8... ...organized events. A Bachelor’s degree is preferred along with proficiency in financial planning software. #J-18808-Ljbffr CitiHigh net worth
- ...leading financial services firm in Palo Alto is seeking a Client Associate to assist Financial Advisors in delivering exceptional wealth management services to ultra-high net worth clients. You will interact closely with clients for onboarding and account maintenance,...High net worth
$93.6k - $154.5k
...engagements, building solutions, and innovating in the market. You will support client teams across commercial strategy, market access, and growth strategy. The ideal candidate possesses a Bachelor’s or Master’s degree and 3+ years of relevant industry experience. We offer a...- ...sourcing and negotiating with suppliers, analyzing global requests, and collaborating with teams to align procurement strategies with operational needs. This position offers opportunities for professional growth in a dynamic environment. #J-18808-Ljbffr Cooler Master USA
- Balsam Brands is hiring a Senior Strategist to enhance their B2B channel in Redwood City. This role combines digital experience, analytics, and operational improvements. The ideal candidate should have 5-8 years of experience in B2B ecommerce, strong analytical skills,...
$120k - $175k
A leading technology company is seeking a Go-To-Market (GTM) Strategist in Palo Alto, California. This role requires strong analytical skills, leadership in cross-functional settings, and the ability to define and influence the GTM strategy. Ideal candidates will have...- Responsibilities As an AI Deployment Strategist, you will drive the adoption and deployment... ...Travel (~30-60%) to foster deep client relationships and support on-site deployment You... ...Equity Opportunities for professional growth and development This role is ideal for...
- ...personalized investment solutions and comprehensive financial planning. The ideal candidate will have a minimum of 2 years in a financial... ...advisory role, demonstrating effective client acquisition and relationship management skills. A valid Series 7 and Series 66 licenses are...
$170k - $210k
...lives by integrating financial planning, investment management,... ...of metrics – including size, growth, service quality, technology,... ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with... .... You will be the primary relationship manager and responsible for delivering...High net worthTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$80.48k - $120.72k
Citigroup Inc. is seeking a Branch Manager for their Castro Valley location in California. This position requires 5-8 years of relevant experience, ideally in banking, and proven team management skills. The Branch Manager will lead initiatives to grow sales and customer...- ...with strong California experience and a growth-oriented mindset. This role will play... ...on high-stakes tax residency, multistate planning, and audit/controversy matters.... ...authorities and courts Build and maintain relationships with referral sources, financial advisors...Local areaRemote workRelocation
$119k - $155k
...Individual Contributor Role Overview The People Strategist serves as a trusted advisor to senior... ...leadership effectiveness, and long-term growth. This role operates as a thought partner... ...Lead organizational design, workforce planning, and transformation initiatives. Advise...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Strategist - HNW Planning & Growth. Be the first to apply!


