Senior UHNW Family Advisor & Relationship Leader
International Search Consultants
International Search Consultants seeks a Senior Family Advisor for a leading multi-family office serving UHNW individuals. The role is highly relationship-driven and requires expertise across trusts, estate planning, tax, and investments. You will act as quarterback for family needs, coordinating with Investment Management, Tax, and Trust teams to deliver a seamless client experience. Strong network and integrity are essential for success. #J-18808-Ljbffr International Search Consultants
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior UHNW Family Advisor & Relationship Leader in Los Angeles, CA vacancy
- Northern Trust's Family Office Solutions group in Los Angeles seeks a Director II to lead relationships with ultra-high-net-worth families as their... ...contact and strategic advisor, coordinating specialist teams... ...role requires 15+ years with UHNW clients and FINRA Series 7 &...SeniorWork at office
- ...supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships across product lines. The role emphasizes compliance, cash handling, and cross-selling, with potential Saturday shifts and a...SeniorShift work
- Senior Family Advisor - Multi-Family Office Our client is a highly regarded and rapidly growing multi... ...office serving Ultra-High-Net-Worth (UHNW) individuals and families. They are... ...professional who thrives in a high-touch, relationship-driven environment and enjoys serving...SeniorWork at office
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert... ...advice and build lasting client relationships. The role requires over 15 years in Private... ...Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will...Senior
- Western Alliance Bank is seeking a Preferred Banking Lead (Senior Relationship Banker) in Los Angeles. The role focuses on delivering high-touch relationship management, deploying wealth-advisory and banking services to premier clients, and driving strategic growth within...Senior
$236.56k - $414.12k
Northern Trust seeks a Director II, Family Office Solutions in Los Angeles. The role involves leading Ultra High Net Worth (UHNW) client relationships, providing strategic wealth management advice and sourcing new relationships. Candidates should have over 15 years in...SeniorWork at office$164.6k - $225k
...Northern TrustAs a global leader in innovative wealth... ...individuals, families, corporations and institutions... ...Title: Sr. Portfolio Advisor, Global Family Office... ...interested parties within each relationship. The role requires... ...is encouraged, senior leaders are accessible...SeniorFull timeH1bWork at officeWorldwideFlexible hours- ...Wells Fargo is seeking a Senior Lead Private Wealth... ...Net Worth clients. This leader will partner closely... ...Management leadership, relationship teams, and investment... ...relationship managers, financial advisors, trust officers, and... ...with HNW or UHNW client relationships,...SeniorFull timeWork experience placementWork at office
- ...pivotal role focuses on sourcing top-tier candidates for prestigious family office positions, requiring exceptional judgment and discretion.... ...a strong background in recruitment and a network within the UHNW community, this opportunity offers a rewarding challenge to make...Work at office
$151.02k - $177.67k
...Bannerbank is seeking a Senior Commercial Relationship Manager in Los Angeles, California. This role drives growth through building relationships with complex commercial clients and actively markets business opportunities across lending sectors. The ideal candidate will...SeniorBanner Bank
Los Angeles, CA1 day ago$151.02k - $177.67k
...Banner Corp. is seeking a Senior Commercial Relationship Manager in Los Angeles, California. In this role, you will drive growth by building partnerships with complex commercial clients and expanding our presence through strategic business development. The ideal candidate...SeniorBanner Corp
Los Angeles, CA3 days ago- ...Citigroup Inc. is seeking a strategic Mid-Corp Relationship Manager in Los Angeles. The role focuses on deepening client relationships, leading cross-functional teams, and managing credit risk across complex commercial banking relationships. You will work with product...Senior
Citigroup Inc
Los Angeles, CA18 hours ago $180k - $250k
The Commercial Banking Relationship Manager is responsible for originating, structuring, and servicing a diverse portfolio of commercial... ...financial services company dedicated to serving its communities, families, and businesses (small, mid-sized and large), CB&T has been...SeniorWork experience placementWork at officeLocal areaFlexible hours- Cathay Bank seeks an AVP/VP, Client Service Manager to establish and manage relationships with commercial clients and deliver exceptional service across banking products. You will work with Relationship Managers to onboard clients, manage day-to-day transactions, and support...Senior
- BMO Financial Group is seeking a senior Relationship Manager in Los Angeles to grow revenue by managing key client relationships, structuring high-value deals, and guiding credit decisions. You will coordinate pricing, negotiate complex transactions, and advocate for clients...Senior
- ...a Director, Mid-Corporates to own and deepen strategic client relationships within a high-value mid-corporate portfolio. You will structure... ..., and Private Banking to deliver Citi's capabilities. This senior role requires expert credit judgement, strategic thinking, and...Senior
- ...California is recruiting an experienced banker to manage a portfolio of primarily private clients, handling complex credits and deposit relationships. You will negotiate with prospects and clients while growing revenue and expanding client relationships. The role requires a...Senior
- California Bank & Trust is seeking a Commercial Banking Relationship Manager to originate, structure, and service a diverse portfolio of commercial loans. You will build strong client relationships, ensure risk controls, and provide tailored financial solutions while delivering...Senior
- RockBridge Search & Recruitment in Los Angeles seeks a Senior Vice President, Relationship Manager to steward the firm's most significant client relationships, drive growth, and align resources across internal teams. You will lead negotiations, structure sophisticated financial...Senior
- Gourjian Law is seeking a senior Managing Attorney to take ownership of the firm’s legal work, client relationships, and the associate team. This role requires confidence, decisiveness... ...over matters and client strategy. We value leaders who can maintain top-tier client...Senior
$200k - $300k
Citi in Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment...Senior- Citi in Los Angeles is seeking a Sr. Analyst for Wealth Relationship Management. This role requires strong analytical skills and the ability to build relationships with affluent clients through tailored financial solutions. The successful candidate must have 5-8 years...Senior
- ...financial operations, lead a tenured accounting team, and act as the senior financial presence. The role supports a cloud ERP migration (... ...strong FP&A skills, with CPA a plus. This is a hands-on leadership position in a stable family-owned business. #J-18808-Ljbffr BuxbaumSenior
- ...Portfolio Manager at the Vice President or Senior Vice President level in Los Angeles. The... ...portfolios for ultra-high-net-worth families. This role requires strong expertise in... ...skills, and the ability to build long-term relationships. The position includes a competitive...Senior
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
- Blue Shield of California seeks a senior leader to strengthen enterprise-wide internal controls, risk management, and governance across business and technology functions. The Principal will own complex initiatives, influence senior stakeholders, and shape how controls evolve...Senior
- Harris Ginsberg LLP in Los Angeles seeks a distinguished Senior Attorney with 10+ years of family law experience to lead complex matters and help drive the firm's growth. The role emphasizes client relationships, strategic leadership, and high-stakes litigation. You will...Senior
- Bank of America in Beverly Hills, CA seeks a Credit Advisor to develop new custom credit relationships for ultra-high-net-worth clients and manage a portfolio of existing credits. You will lead the credit delivery process across partners, delivering highly structured solutions...Senior
- Southern California Edison is seeking a Source to Pay (S2P) & Systems Senior Advisor to align procurement platforms with strategic plans. You will design category strategies, manage procurement systems, oversee testing, and deliver training to users and suppliers. This...Senior
- ...clients. Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver... ...of experience, holds a CFP designation, and possesses strong relationship-building skills. The position offers a competitive salary with...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior UHNW Family Advisor & Relationship Leader. Be the first to apply!
Related searches
- senior advisor Los Angeles, CA
- hvac comfort advisor Los Angeles, CA
- trust advisor Los Angeles, CA
- equitable advisors Los Angeles, CA
- medical director physician advisor Los Angeles, CA
- care advisor Los Angeles, CA
- resident advisor Los Angeles, CA
- at home advisor Los Angeles, CA
- comfort advisor Los Angeles, CA
- work from home advisor Los Angeles, CA