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
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Strategist - HNW Planning & Growth in Newark, CA vacancy
- ...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...Suggested
Citibank (Switzerland) AG
Milpitas, CA2 days ago $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 the...High net worthFull timeWork at office$150k
...Relationship Manager At JPMorgan Private Client, we are devoted to... ...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- ...Account Director to expand the client base in a designated region, partnering with sales teams to drive growth. The role requires strong consulting and relationship management skills, with accountability for measurable revenue and profit growth. The position involves managing...Suggested
$150k
...maintaining high-net-worth client relationships across banking, lending, and... ...possibilities their wealth creates. You will be responsible... ...and contribute to the Bank's growth in a team environment. Job responsibilities... ...a holistic goals-based planning approach Strictly adhere to...High net worthTemporary workWork at officeLocal areaImmediate start- ...providing comprehensive financial planning and advice to clients of varying wealth levels. The role requires at... ...Advisor position, with a focus on relationship management and a passion for helping... ...and opportunities for professional growth. #J-18808-Ljbffr JPMorganChase
- ...Client Advisor in Union City, CA. In this role, you will provide tailored financial planning and investment advice to a diverse clientele. Responsibilities include building client relationships, educating them on financial products, and collaborating with team members for...
$100.8k - $162.4k
...your ambition and empowers your growth At Corient, we help high... ...them to preserve their wealth for future generations, and provide... ...to lead less complex client relationships. ~ Advanced capability of... ..., investment, and financial planning processes ~ Begins to...High net worthPermanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Menlo Park, CA2 days ago$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$130k - $180k
...Development Officer in Palo Alto, California. This role focuses on driving growth through strategic relationships, identifying business opportunities, and providing client-centered solutions in estate planning. Ideal candidates will have a Bachelor's degree, at least 5 years...High net worth- Citi’s Wealth Relationship Management (Branch) is seeking a Sr. Analyst SAFE Act in San Lorenzo, CA. The role blends relationship management with advanced financial planning and compliance duties. You will identify high-net-worth prospects, tailor solutions, and coordinate...High net worth
$100k - $150k
...POSITION SUMMARY: The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions... ...co-investments, with a focus on venture, growth equity, and thematic innovation areas...Temporary workWork experience placementLocal areaMorgan Stanley
Palo Alto, CA4 days ago- An innovative and fast-growing solar technology company is looking for a dynamic Territory Sales Manager to drive sales in the Southwest and Southeast territories. This role offers an exciting opportunity to work with premium solar products, ensuring high customer satisfaction...
- ...new business in the commercial insurance sector. The role emphasizes proactive sales, client relationship building, and tailored risk management solutions to drive revenue growth. The candidate should have 6+ years of commercial insurance sales experience with an active...
- A communication technology company is seeking a Growth Manager to enhance customer engagement and drive revenue growth. The ideal candidate will have over 10 years of sales experience within the BPO sector, especially with enterprise accounts in financial services. Responsibilities...Full time
$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...- Rubrik is seeking an Analyst, Sales Strategy & Planning to drive innovative GTM strategies within our Sales Planning & Analytics team in... ...various departments to ensure alignment in achieving ambitious growth targets. With a focus on data-driven decision-making and cross-...
$130k - $160k
...entrepreneurial CPAs, to accelerate growth and innovation. Position: Tax... ...engagements, overseeing tax planning, compliance, and provision... ...giving, estate planning, and wealth transfer strategies. Conduct... ...and maintain strong client relationships through effective communication...High net worthLocal areaPP&Co
Fremont, CA1 day ago$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...$180k - $200k
...suite of lending, investment, planning, and insurance solutions,... ...Serve as the primary relationship manager for HNW and UHNW clients, typically... ...years in private banking, wealth management, or commercial banking... ...development and portfolio growth ~ Strong technical proficiency...High net worthFlexible hoursMRISpokane
Palo Alto, CA5 days ago- ...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...
- ...be the person who builds that for US enterprise accounts. 10x growth in 2025. 2x in JFM-26. 250% NRR. Clients include HP, Versa Networks... ...accounts: PoCs, implementations & onboardings, QBRs, and CRO relationships. You'll own the commercial relationship: MBRs, expansion...
Zime
Palo Alto, CA5 days ago $160k - $180k
...usher in their next stage of growth. With Ascend’s shared resources... ...engagements, overseeing tax planning, compliance, and provision... ...giving, estate planning, and wealth transfer strategies. Conduct... ...Build and maintain strong client relationships through effective...High net worthLocal area- ...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
- ...Next Frontier Capital is seeking a Relationship Manager for JPMorgan Private Client to foster high-net-worth client relationships in Palo... ...include networking, developing tailored advice, and aligning resources across JPMorgan Chase to drive business growth. #J-18808-Ljbffr...High net worth
Next Frontier Capital
Palo Alto, CA3 days ago $70.32k
...clients, taking care of our employees, building relationships, and delivering extraordinary customer service... ...financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your...- A leading financial services firm in Palo Alto is seeking a Relationship Manager to foster and maintain high-net-worth client relationships... ...and ensure exceptional service to clients, driving sales growth across multiple product lines. The ideal candidate has at least...High net worth
$100k - $250k
...be proficient with advanced Wealth Management techniques on all... ..., taxes and trust and estate planning. Responsibilities include onboarding... ...CPAs and JDs into the client relationship. Our target market is high-... ...ideas is paramount to the growth of each employee, so we believe...High net worthEmpirical Wealth Management
Menlo Park, CA2 days ago- ...C at a $3.5B valuation, led by Avenir Growth, bringing total funding to $404M with participation... .... About the Role As a Deployment Strategist, you’ll work as part of a driven and... ...a strategist. You will be the primary relationship owner for your life sciences customers,...Work at officeNight shift
- Swarms is seeking a Finance team member in Palo Alto to manage financial operations, budgeting, and strategic planning for our fast-growing AI company. You will help scale the financial infrastructure to support the expansion of the agent economy and ensure data-driven...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Relationship Strategist - HNW Planning & Growth. Be the first to apply!
