Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Relationship Manager | HNW Client Solutions

Citi

Citi in San Lorenzo, California seeks a Sr. Analyst for Wealth Relationship Management to deepen affluent client relationships and deliver holistic financial solutions. You will coordinate with product specialists to align banking, credit, and investments with client goals, while maintaining strict regulatory standards. The role requires 5–8 years’ experience, strong analytical and communication skills, and FINRA registrations. #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Manager | HNW Client Solutions in San Lorenzo, CA vacancy
  • Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California....  ...requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate will... 
    Senior

    Citigroup Inc.

    Newark, CA
    2 days ago
  • $90k - $150k

     ...Account Manager Or Senior Account Manager Join the world's largest HVAC...  ...and maintaining customer relationships, selling preventative maintenance...  ...as an advisor on HVAC solutions & building automated...  ...customizable products/solutions to clients Work visa sponsorship is... 
    Senior
    For contractors
    Work experience placement
    Work at office
    Local area

    Daikin U.S. Corporation

    Hayward, CA
    4 days ago
  •  ...Executive to achieve sales revenue goals and develop valued customer relationships. In this role, you will create a sales plan, pursue new business, and collaborate with internal teams to enhance security solutions. The ideal candidate will have a minimum of 5 years in sales,... 
    Senior

    Bosch Building Technologies North America

    Hayward, CA
    5 days ago
  • $28.85 - $33.65 per hour

     ...Responsible Growth and delivering for our clients, teammates, communities, and...  ...make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey...  ...advisor – from acquiring, building and managing client relationships to considering a client’s complex... 
    High net worth
    Hourly pay
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    San Leandro, CA
    6 hours ago
  • $100k

     ...Services offers innovative payment processing solutions to merchants. Slice has put together a...  ..., you will have a dedicated sales manager & support team, continued results-...  ...Excellent verbal, written, interpersonal, relationship building and presentation skills Strong... 
    Suggested
    Local area

    Slice Merchant Services

    San Lorenzo, CA
    2 days ago
  • $145k

     ...Senior Leasing And Property Manager RETS Associates has been retained by our client, a privately held, family-owned real estate firm, to recruit a senior leasing and property...  ...on new and renewal leasing, strong tenant relationships, and efficient property operations, while... 
    Senior
    Full time
    Work at office

    RETS Associates

    Hayward, CA
    4 days ago
  • Daikin Applied is seeking an Account Manager or Senior Account Manager based in Hayward, California...  .... The role involves developing customer relationships, selling preventative maintenance contracts, and advising on HVAC solutions. The position offers a hybrid work model... 
    Senior
    Local area

    Daikin Applied

    Hayward, CA
    2 days ago
  • $45 - $55 per hour

    A family law firm in California is seeking an experienced Senior Paralegal to support attorneys in high-net-worth family law cases. The role requires managing legal cases, conducting research, and ensuring compliance with protocols. Candidates must have at least seven... 
    Senior
    High net worth
    Hourly pay

    Seabrook Family Law, Inc.

    Hayward, CA
    4 days ago
  • $150k - $200k

     ...forward thinking asset manager, we build dynamic relationships with clients, understand their goals...  ...opportunities for long term wealth creation. Our talented,...  ...Templeton Investment Solutions (FTIS) is a division of...  ...will reflect the seniority of the position and a competitive... 
    Work experience placement
    Local area

    Putnam Investments

    San Ramon, CA
    2 days ago
  • $45 - $55 per hour

    Seabrook Law Offices, Inc. is seeking a Senior Paralegal to assist in managing high-net-worth family law cases in California. The successful candidate will conduct legal research, draft documents, and support attorneys throughout case management. Must have a minimum of... 
    Senior
    High net worth
    Hourly pay

    Seabrook Law Offices, Inc.

    Hayward, CA
    5 days ago
  • $101.57k

     ...team members can thrive. Position The Senior Commercial Loan Processor/Closer functions...  ...responsibility for the independent management of complex commercial loan transactions...  ...status, emerging risks, and recommended solutions to lending officers, underwriters, management... 
    Senior
    Flexible hours

    Patelco Credit Union

    Dublin, CA
    4 days ago
  •  ...and serve as SME while providing third‑level production support. You will partner with IT and security teams to build scalable IAM solutions, guide roadmap and architecture, mentor junior staff, and work with vendors on licenses and enhancements. #J-18808-Ljbffr Ross... 
    Senior

    Ross Stores, Inc.

    Dublin, CA
    5 days ago
  • $45 - $55 per hour

     ...updates as new positions become available. Senior Paralegal – Seabrook Family Law Location...  ...law, with a focus on high-net-worth clients. We are looking for an experienced Senior...  ...provide critical support to attorneys in case management, legal research, document preparation,... 
    Senior
    High net worth
    Hourly pay
    Full time
    Immediate start

    Seabrook Family Law, Inc.

    Hayward, CA
    6 hours ago
  •  ...Senior Project Manager BKF is a multi-service infrastructure consulting firm...  ..., government, and federal clients for over 110 years. At BKF...  ...Manager in our Government Solutions Group, you'll work...  ...to establish strong client relationships, identify and land new work... 
    Senior
    Local area
    Flexible hours

    BKF Engineers

    Oakland, CA
    3 days ago
  • A leading offshore IT and software development firm seeks a candidate to manage cryptographic solutions and conduct comprehensive security assessments. Responsibilities include leading multiple GRC related tasks, designing and implementing Enterprise PKI solutions, and... 
    Senior

    Hi-Tech Solutions

    Newark, CA
    5 days ago
  •  ...Empower seeks a Senior Private Wealth Advisor – Practice Lead to serve as the lead advisor for a dedicated high-net-worth client team in Oakland/Bay Area. You will deliver proactive, tailored financial advice, coordinate with Wealth Advisor and Client Experience Specialist... 
    Senior
    High net worth
    Private practice

    Empower

    Oakland, CA
    3 days ago
  • $75k - $125k

     ...from CERDA-ZEIN REAL ESTATE Managing Partner at Cerda-Zein Real Estate...  ...sales, we are proud of our client-first reputation, fast-paced...  ...ability to manage client relationships, navigate problem-solving,...  ...cerdazein.com with your resume. Seniority level Seniority level Entry... 
    Senior
    Full time
    Work at office
    Local area

    Cerda-Zein Real Estate

    Alameda, CA
    4 days ago
  • A technology firm is seeking a Senior Talent Acquisition Specialist to...  ...design and implementation of PLM solutions. The ideal candidate will have extensive...  ...communication and stakeholder management skills. This role involves understanding client needs and customizing solutions... 
    Senior

    Tata Technologies

    Newark, CA
    5 days ago
  • $95k - $125k

     ...Description: Arcadia Management Services is looking for a Claims & Legal Manager - Residential Properties to join our exceptional...  ...issues and partner with leadership to implement preventative solutions Legal & Outside Counsel Coordination Partner with outside... 
    Work at office
    Local area

    Arcadia Management LLC

    Hayward, CA
    6 hours ago
  •  ...HR technology company in California is seeking a Senior Enterprise Sales Executive to develop new clients and enhance profitability. This role requires strong...  ...to consult with clients to provide customized solutions. Candidates should have at least 7 years of experience... 
    Senior
    Remote work

    Paychex

    Dublin, CA
    5 days ago
  •  ...AV/IT projects and a strong commitment to delivering a fantastic customer experience. The candidate should have at least 4 years of hands-on experience and excellent communication skills to interact with clients and team members. #J-18808-Ljbffr Conference Technologies
    Senior

    Conference Technologies

    Hayward, CA
    2 days ago
  • Epicor is seeking a Senior Technical Application Specialist to deliver exceptional technical support for Vision...  ...document procedures, and collaborate with a fast-paced team to provide practical solutions and maintain strong customer relationships. #J-18808-Ljbffr Epicor
    Senior

    Epicor

    Dublin, CA
    5 days ago
  • $102.6k - $118.8k

    KYOCERA Document Solutions America, Inc. is seeking an experienced Senior Sales Manager in Union City, California. In this role, you will lead a team of sales professionals to develop territories, identify prospects, and close business across office solutions. The ideal... 
    Senior
    Work at office

    KYOCERA Document Solutions America, Inc.

    Union City, CA
    5 days ago
  • $108.56k - $126.65k

     ...Position Summary The Asset Manager is responsible for...  ..., investor and lender relationships and acquisition,...  ...Manager works closely with Senior Asset Manager and/or Director...  ...proposed changes or solutions to achieve property’s...  ...to customers, clients, and other employees of... 
    Work at office
    Flexible hours

    Eden Housing

    Hayward, CA
    52 minutes ago
  • Central Business Solutions, Inc in Newark, CA is seeking an experienced Pega Architect to lead the design and implementation of enterprise...  ...expertise in Pega PRPC/Pega Platform, including BPM, case management, and decisioning, ensuring high scalability and performance of... 
    Senior

    Central Business Solutions

    Newark, CA
    2 days ago
  • $120.3k - $166.1k

     ...degree and has a quality assurance-focused mindset with over 4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a compensation range of $120,300-$166,100 and comprehensive benefits including... 
    Senior
    High net worth

    Armanino LLP

    San Ramon, CA
    5 days ago
  • Citigroup Inc. in San Lorenzo, CA seeks a seasoned Wealth Relationship Mgmt. Sr. Analyst to deepen affluent client relationships, assess complex financial needs, and offer holistic solutions with a client-first approach. You will coordinate with product specialists, conduct... 
    Senior

    Citigroup Inc.

    San Lorenzo, CA
    4 days ago
  •  ...leading accounting and consulting firm in San Ramon, California, is seeking an experienced tax consultant to manage a diverse portfolio of high-net-worth clients. The ideal candidate will possess a bachelor's degree in accounting, relevant certifications, and at least 4... 
    High net worth
    Flexible hours

    Armanino

    San Ramon, CA
    4 days ago
  • Empower is seeking a Senior Private Wealth Advisor, Practice Lead, to guide high-net-worth clients with personalized wealth strategies. You will serve as the primary contact...  ...a seasoned professional with deep wealth management knowledge, exceptional communication, and a... 
    Senior
    High net worth
    Private practice

    Empower

    Dublin, CA
    5 days ago
  • $70k - $80k

     ...Growth and delivering for our clients, teammates, communities, and...  ...advice and customized solutions to clients to help them achieve...  ...annuities, and banking and money managed solutions Recommends...  ...Builds and nurtures strong relationships. Collaborates effectively with... 
    Temporary work
    Work at office
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    San Leandro, CA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Relationship Manager | HNW Client Solutions. Be the first to apply!