Senior Wealth Relationship Manager - HNW Clients
$88.4k - $132.6kCiti Group
Citi is looking for a Wealth Relationship Manager in New York to deepen relationships with affluent clients. This role requires 5-8 years of relevant experience and involves identifying clients' financial needs and offering tailored financial solutions. Candidates should possess strong analytical skills, effective communication abilities, and a detail-oriented approach. Citi provides a competitive salary range of approximately $88,400 – $132,600 alongside comprehensive employee benefits and incentive awards. #J-18808-Ljbffr Citi
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...SeniorHigh net worth
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...SeniorHigh net worth
$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...SeniorHigh net worth- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic... ...with product specialists. Role emphasizes high-touch client engagement, proactive referrals, and strict adherence to KYC...SeniorHigh net worth
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorHigh net worth
- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...SeniorHigh net worth
- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorHigh net worthHourly payContract work
$200k - $250k
...ownership—it’s our approach to business and relationships. We know that supporting your... ...personal goals is the best way to help our clients and advance our business. We take that responsibility... ...is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team...SeniorHigh net worthFull timeWork at officeLocal area- BDO USA, LLP is seeking a Private Client Services Senior Manager to provide tax and consulting services to our high net worth clients. The role... ..., review work, mentor staff, and maintain strong client relationships as you navigate complex tax matters, stay current with tax...SeniorHigh net worth
- ECG Resources, Inc. in New York City is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience to oversee complex returns and tax planning. The role focuses on reviewing complex individual, gift, trust, partnership, and foundation returns...SeniorHigh net worth
- ...York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex... ...matters. Ideal candidates will have 10+ years of HNW/UHNW tax experience, strong tax review expertise,...SeniorHigh net worthWork at office
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office$78.08k - $117.12k
Citi is seeking a Wealth Relationship Manager SAFE Act based in Naperville, Illinois. This seasoned professional will be responsible for managing relationships with affluent clients, utilizing financial planning and discovery skills to meet complex financial needs. The...$150k - $180k
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor more than 70 years, IDB Bank... ...mission to be the best bank for our clients by putting their needs first, and the... ...caps);Cash Management;Private Banking;Wealth Management investment products....SeniorBank staffWork at office$140k - $205k
...; we’re partnering with attorneys and clients to deliver cutting-edge solutions in high... ...seeking a strategic and experienced Senior Manager, Client Development - Real Estate... ...market initiatives that strengthen client relationships, identify growth opportunities, and enhance...SeniorFull time$88.4k - $132.6k
...StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...High net worthFull timeWork at office$88.4k - $132.6k
...StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client...High net worthFull timeWork at office$88.4k - $132.6k
...StatesSalary: $88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client...High net worthFull timeWork at office$150k - $210k
...advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You... ...elections and treaty-based positions Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters for...SeniorHigh net worthFull timeFixed term contractLocal area- A cutting-edge payments platform is seeking a Customer Success Leader to onboard and grow key merchant accounts. This role involves defining processes, designing scalable systems, and collaborating with product teams to enhance customer satisfaction. The ideal candidate...SeniorRemote job
- ...CBIZ delivers actionable insights to help clients anticipate what is next and discover new... ...CPA or equivalent certificationAbility to manage all aspects of client engagementsAbility... ...Essential Functions and Primary DutiesThe Tax Senior Manager is responsible for managing...SeniorHigh net worthWork at office
- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate...SeniorHigh net worth
- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting... ...income, estate and gift tax and wealth retention strategies, as well as... ...we show up matters. We build strong relationships by supporting one another, our clients...SeniorHigh net worthWork at office
- Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in New York. This crucial role focuses on building strong client relationships with affluent and high-net-worth clients, ensuring compliance with regulatory standards, and providing tailored...High net worth
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