Senior UHNW Private Banker - Wealth Advisory Lead
$200k - $300kCitibank (Switzerland) AG
Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing client relationships, and developing tailored financial solutions. The position offers a hybrid work model and a competitive salary range of $200,000 to $300,000, along with comprehensive employee benefits. #J-18808-Ljbffr Citibank (Switzerland) AG
- Russell Tobin is expanding its Financial Advisory team in San Francisco, hiring for Senior Analyst, Associate, and Senior Associate roles. You will support... ...will possess strong analytical skills, experience in wealth management, and proven relationship management abilities...Senior
- A global financial institution is seeking a Vice President or Executive Director for their U.S. Private Bank in San Francisco. The role involves advising clients on wealth management, building relationships, and generating new business. Candidates should have over six years...Senior
- Page Executive is looking for a financial services professional in San Francisco. The role involves driving growth in assets under management and delivering exceptional client service to high-net-worth individuals. Candidates should possess a bachelor's degree and have ...Senior
- A major financial institution seeks a professional to manage and develop relationships with high-net-worth clients. You will be responsible for integrated financial services, including banking and asset management. The role requires a minimum of 8 years of relevant experience...Senior
$136.8k - $198.38k
...competitive bonus compensation on top of the base pay. The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping clients achieve long‑... ..., and investor education. Collaborate with your advisory team resources to grow and maintain strong long‑term relationships...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$136.8k - $198.38k
...excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping... ..., and investor education. Collaborate with your advisory team resources to grow and maintain strong long-term relationships...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$200k - $300k
Citigroup Inc. is seeking a highly experienced Private Banker in San Francisco. The role involves establishing deep client relationships while... ...benefits. Candidates must demonstrate exceptional skills in managing UHNW client relationships. #J-18808-Ljbffr Citigroup Inc.- A leading financial services company in San Francisco is seeking an experienced Private Banker to provide exceptional wealth management services to clients. In this role, you will manage client relationships, advise on investment and financial strategies, and play a key...Senior
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private... ...Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...Senior
$150k
...A wealth management firm is seeking a Business Development Principal to build relationships and convert high-net-worth individuals into long-term clients. The ideal candidate has over 5 years of experience in financial services, consultative sales, and a strong understanding...SeniorBase plus commission$150k
...The TCW Group, Inc. is seeking a Wealth Advisory Business Development Officer in San Francisco, CA, focused on driving growth through broker dealer channels. This role emphasizes building strong relationships with advisors, optimizing market share, and driving sales of...- JPMorgan Chase & Co. is seeking a talented Private Banker in San Francisco to provide an exceptional client experience within its International... ...over six years of experience in Private Banking, focusing on wealth management for offshore clients. The role involves advising...Senior
- ...Hispanic Alliance for Career Enhancement seeks a Senior Private Wealth Advisor – Practice Lead in San Francisco, CA. This role focuses on building relationships with high-net-worth clients, offering tailored financial advice to enhance their financial success. The ideal...SeniorPrivate practice
$70k - $120k
...Join to apply for the Senior Wealth Advisor role at Citi 6... ...offices through Citi Private Bank, operates in the... ...have access to Wealth's leading investment solutions platform... ...in a financial advisory capacity Experience in... .../ Financial Planner (UHNW) Citi Wealth at Work -...SeniorFull timeWork at office$250k
...Citi Wealth Lending provides competitive borrowing... ...Advisors partner with Citi Private Bankers to advise clients on... ...include : Lead the West Coast Lending... ...Latam Head of Lending Advisory to ensure a co-hesive... ...Qualifications: ~15+ years of UHNW lending experience ~...Full time$140k - $170k
...A financial advisory firm in San Francisco seeks an experienced professional for its Financial Due Diligence practice. This role involves performing due diligence for mergers and acquisitions, with a focus on Quality of Earnings and comprehensive financial analyses. Candidates...Senior$106k - $170.9k
First Citizens Bank is seeking a Hybrid Treasury and Payment Specialist to provide strategic advisory services to key clients. This role involves client relationship management, developing tailored treasury solutions, and mentoring junior team members. Candidates should...Senior$138k - $207k
A consultative services firm in San Francisco seeks a Real Estate/Construction Advisory Manager to oversee complex construction projects. The role entails project management, reviewing contracts, and ensuring compliance with labor regulations. Candidates should hold a...Senior$200k - $300k
...The Banker SAFE Act is a strategic professional... ..., often at a senior level. Some external... ...businesses and sources of wealth generation.... ...connections to the Citi Private Bank. Effectively... ...having covered the UHNW market / Extensive... ...working with and/or leading client teams and transactions...- ...The Banker SAFE Act is a strategic professional who... ...businesses and sources of wealth generation. Anticipate... ...connections to the Citi Private Bank. Effectively... ...Banking having covered the UHNW market / Extensive experience... ...in working with and/or leading client teams and...
$95k - $110k
A professional services firm is seeking an experienced Senior Associate for the Accounting & Reporting Advisory team. The role involves applying accounting standards, training clients, and enhancing reporting processes. Ideal candidates will have a Bachelor's degree in...Senior- ...role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary... ...with various partners, including industry leading advisors. If you are looking to develop with a firm that...Work at office
- ...A leading financial services firm in San Francisco is seeking a Senior Wealth Advisor to provide comprehensive financial and investment advice. The role requires 5-8 years of financial advisory experience and strong communication skills. The successful candidate will build...
$90k - $145k
CohnReznick is seeking a Senior Associate in our San Francisco office to join the Transaction Advisory Services practice. This role involves conducting due diligence, analyzing financial statements, and supporting clients across various industries. Ideal candidates will...SeniorWork at office$70k - $200k
...A leading financial services corporation in San Francisco is seeking a Financial Advisor to provide investment services to Ultra high Net Worth clients. The role requires 6-10 years of experience and proficiency in financial analysis and communication. You will be responsible...Senior- ...quo” and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-... ...with various partners, including industry leading advisors. If you are looking to develop with a firm that...Work at office
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in... ...Beacon Pointe leverage an industry‑leading strategic platform of one of the largest... ...information on Beacon Pointe's wealth advisory services, please visit: About Beacon Pointe...Senior
- ...A leading wealth management firm in Northern California is seeking a VP Financial Advisor to help clients achieve their financial goals while exceeding expectations. This role involves managing client relationships, handling the financial planning process, and mentoring...Senior
$140k
...A respected advisory and accounting firm seeks a Sr. Tax Associate in San Francisco. The role, offering a competitive salary of up to $140,000 and a guaranteed bonus, is suited for a tax professional with 3 to 5 years in public accounting and an active CPA license. You...Senior- ...to focus on High Net Worth and Ultra High Net Worth individuals. This role involves marketing and selling wealth management services, collaborating with bankers and wealth advisors, and delivering tailored counsel to clients. Ideal candidates have 7+ years of industry...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Private Banker - Wealth Advisory Lead. Be the first to apply!
- private mortgage banker San Francisco, CA
- personal banker San Francisco, CA
- private banker San Francisco, CA
- senior cost analyst San Francisco, CA
- senior computer engineer San Francisco, CA
- senior electrical estimator San Francisco, CA
- senior program specialist San Francisco, CA
- senior manager quality engineering San Francisco, CA
- senior software test automation engineer San Francisco, CA
- senior design technologist San Francisco, CA

