UHNW Investment Counselor & Relationship Lead
$200k - $300kCiti Group
Citigroup is seeking an Investment Counselor in San Francisco, California. This role involves managing ultra-high net worth client relationships and providing tailored investment strategies. Candidates should have over 15 years of experience in investment solutions and possess strong analytical skills. The position requires collaboration with internal partners to enhance client services and generate new business opportunities. A Bachelor's degree is required, and advanced credentials like CFA or MBA are preferred. Competitive salary range is $200,000.00 – $300,000.00 with comprehensive benefits. #J-18808-Ljbffr Citigroup
- Citigroup Inc. is seeking an Investment Counselor Principal in San Francisco, California to manage investment relationships with ultra-high net worth clients. This role requires over 15 years of experience in investment advisory, along with strong analytical skills and...Suggested
$250k
The Investment Counselor Grp Mgr is accountable for management of complex/critical/large professional disciplinary areas. Leads and directs a team of professionals. Requires a comprehensive... ...to cultivate trusting, productive relationships with key partners throughout CPB...SuggestedFull timeTemporary work$68k - $135k
Morgan Stanley is seeking an Investment Consultant - Relationship Manager in San Francisco, CA. This role is pivotal in developing and maintaining client relationships while leveraging the firm's extensive resources. Ideal candidates will have a Bachelor's degree, Series...Suggested$200k - $300k
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application... ...’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net...SuggestedFull timeLocal area$250k
...Citi is looking for an Investment Counselor Principal in San Francisco, California, to manage investment relationships and provide advice to ultra-high net worth clients. Candidates must have over 15 years of experience and possess strong analytical and interpersonal skills...Suggested$100k - $130k
Vailcpas is looking for an Audit Manager to enhance our reputable public accounting firm. The role focuses on managing client relationships, ensuring high-quality audit services, and mentoring junior team members. With 5+ years of audit experience and a CPA license required...- Dormont Manufacturing Co in San Francisco, California, is looking for passionate Summer Camp Counselors who love children and have experience working with kids aged 5 to 12. The role includes implementing a custom curriculum, ensuring a safe, nurturing environment, and...Summer work
$200k - $300k
...professionals with deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving High Net Worth and Ultra... ...at establishing, growing, and managing investment relationships. They are experienced in the implementation and oversight...Full time$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking... ...Responsibilities include identifying prospects, managing client relationships, and developing tailored financial solutions. The position...$250k
Citigroup Inc. is seeking an experienced Investment Counselor Grp Mgr to lead a team and manage investments for Ultra High Net Worth clients. The role requires extensive knowledge of investment strategies and the ability to communicate effectively with clients. The successful...Full time$150k - $225k
...intuition. That’s no longer enough. As our Lead, Strategic Finance, you’ll be the first... ...: Track cash and runway, and manage the relationship with outsourced accounting/payroll... ...Have 6+ years in strategic finance, FP&A, investment banking, private equity, consulting, or...Live inRelocationRelocation package- ...care, dietitians, and community support together under one roof. Leading health systems—including NewYork-Presbyterian, Cedars-Sinai,... ...San Francisco, CA region. You'll build and maintain strong relationships with community stakeholders and champion Amae's mission to deliver...Full time
$250k - $350k
Global Endowment Management, LP is seeking a Senior Investment Professional to lead their Venture Capital secondaries and co-investment practice... ...requiring strong communication skills and the ability to build relationships within the investment community. #J-18808-Ljbffr Global...Full time$88k - $125k
...marketing, consulting, financial analysis or investment banking. Preferred qualifications:... ...Google and your customers. You build trusted relationships with customers, uncovering their... ...most important goals. As an Analytical Lead, you will support a wide range of Financial...Shift work- ...investors as well as the founders of the leading technology companies from the past... ...Execution - Start to Finish At Beacon the investment process will provide you exposure to... ...acquisitions. Lead and manage conversations and relationships with owners, advisors, and bankers....Permanent employment
- ...should possess Series 7 and 63 or equivalent licenses. This role involves conducting full needs assessments and recommending banking, investment, and insurance products tailored to clients' individual needs. Benefits include a competitive pay package and wellness programs....
$250k
...The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application... ...’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra‑high net...Full timeLocal area$200k - $300k
A leading financial services firm in San Francisco is seeking an experienced Investment Counselor to serve high net worth clients. The ideal candidate will have over 10 years of... ...investment advice and managing client relationships. A Bachelor's degree is required; advanced...Full time- VC Stack is seeking an Investment Partner based in San Francisco to lead deals, own relationships with founders, and develop investment theses in AI/ML, SaaS, and FinTech domains. The ideal candidate is a former founder or operator with a strong design or product background...
- U.S. Bank seeks a Client Relationship Consultant in San Francisco to build strong relationships with customers through proactive engagement. The role includes providing personalized banking services, educating clients on product offerings, and ensuring a consistent optimal...
- U.S. Bank is hiring a Client Relationship Consultant in San Francisco, CA, to build relationships with customers and engage them through various channels. This role requires a bilingual ability in Spanish and English, along with a high school diploma and 3-4 years in retail...
- Fairygodboss is seeking a Relationship Banker in San Francisco to enhance client experiences and manage banking relationships. The role involves exceeding client expectations with friendly service, educating clients about technology in banking, and tailoring solutions...
- ...Chase & Co. is looking for a motivated individual to join our team in San Francisco, California. This role involves managing client relationships, delivering exceptional service, and educating clients on our banking solutions. You will be responsible for exceeding client...
$200k - $300k
A leading financial institution is seeking an Investment Counselor to serve high net worth clients in San Francisco, California. The role requires over 10 years... ...solutions, and the ability to build strong relationships with clients. Candidates should ideally hold a...Full time- ...Liaison to join our Community Engagement Team in San Francisco. In this full-time role, you will manage patient referrals by building relationships within the community and championing mental health services. The ideal candidate has over 3 years of experience in client-facing...Full time
- JPMorganChase is seeking a Business Relationship Manager in San Francisco to improve clients' lives through financial solutions and advice. You will manage a portfolio of business clients by building relationships and providing tailored banking solutions. The ideal candidate...
- U.S. Bank is looking for Client Relationship Consultants in San Francisco, CA who excel at building and maintaining client relationships across various channels. Responsibilities include evaluating clients' banking requirements and educating them on tailored banking products...
$62.5k - $87.5k
Dormont Manufacturing Co in San Francisco is seeking a Wealth Client Relationship Manager to partner with Wealth Management Advisors. You'll manage individual relationships with high-net-worth clients and lead advisory teams in delivering exceptional client service. The...- ...services firm is looking for a Senior Wealth Advisor, Practice Lead, in the Greater San Francisco Bay area. The role focuses... ...achieve financial success through tailored advice, relationship management, and investment strategy implementation. Candidates should have a...
$104.8k - $148.08k
...needs. The Senior Wealth Advisor, Practice Lead plays a vital role in helping Empower\'s... ...Experience Specialist to build lasting relationships with a dedicated book of Empower clients... ...Clearly explain the Personal Strategy investment strategy; recommend, implement, and...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Investment Counselor & Relationship Lead. Be the first to apply!
- benefits counselor San Francisco, CA
- career counselor San Francisco, CA
- college counselor San Francisco, CA
- behavioral health counselor San Francisco, CA
- residential counselor San Francisco, CA
- substance abuse counselor San Francisco, CA
- program counselor San Francisco, CA
- relationship consultant San Francisco, CA
- summer camp counselor San Francisco, CA
- education counselor San Francisco, CA

