Senior Private Client CRE Lending Executive (HNW/UHNW)
BBF Wealth
A financial services firm is seeking a Senior Private Client Lending CRE Officer to manage direct lending solutions for high-net-worth clients in the Western States. The role involves leading transactions, assessing opportunities, and handling complex financial analyses. Candidates should possess extensive experience in commercial real estate lending, strong credit judgment, and relationship management skills. This position offers the autonomy to build a high-quality loan portfolio while ensuring compliance and rigorous risk management. #J-18808-Ljbffr
- ...Originate, structure, and manage direct CRE lending solutions to HNW and UHNW clients.* Serve as the primary CRE lending... ..., and market trends impacting private client lending.* Perform other... ...level of autonomy, the **SVP /** **Senior Private Client Lending CRE Officer...Private clientHigh net worth
$175k - $225k
300 Raymond James Bank is seeking a Senior Private Client CRE Lending Officer to expand our lending presence across the Western U.S. This role focuses on providing tailored lending solutions for high-net-worth clients and collaborating with Financial Advisors. The ideal...Private clientHigh net worth$122.54k - $208.72k
City National Bank is seeking a Senior Relationship Manager for Commercial Real Estate to... ...loan portfolio. This role involves building client relationships, managing credit quality,... ...least 10 years of commercial real estate lending experience, excellent client servicing...Senior- ...leading accounting and advisory firm in California is seeking a Senior Manager to oversee tax planning and compliance for ultra-high net... ...individuals. The role involves supervising a team, fostering client relationships, and reviewing complex tax returns while promoting...SeniorPrivate clientHigh net worth
$120k - $130k
...highly motivated and detail-oriented Senior Associate, Client Advisor to join our growing team.... ..., and custodian integrations. Execute client-directed transactions, includingliquidity... ...advisory, family office, or private banking serving UHNW clients. Strong understanding of...SeniorPrivate clientHigh net worthWork at officeLocal area$86k - $107k
...Tax Senior BPM is where caring and community are... ...commitment to helping our clients and our people thrive.... ...to join our growing Private Client Services (PCS)... ...and tax strategy execution Review work prepared... ...Experience with PCS (HNW/UHNW, trusts & estates) or...SeniorPrivate clientHigh net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week- PNC is seeking a Senior Banking Advisor based in Los Angeles, California. In this role, you will provide credit and cash management solutions for high-net-worth clients and lead a supportive culture within the banking team. The ideal candidate has over 8 years of relevant...SeniorPrivate clientHigh net worth
$136k - $165k
...USA, LLP is seeking a Tax Experienced Manager in Glendale, CA, to provide tax compliance and consulting services to high net-worth clients. The ideal candidate will possess a Bachelor's degree, a CPA credential, and have six or more years of related experience. Responsibilities...SeniorPrivate clientHigh net worth$81.13k - $164.57k
...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...for as a firm. KPMG is currently seeking a Global Executive & Private Client Group (GEPC) Senior Associate to join our Business Tax Services practice...SeniorPrivate clientFull timeWork experience placementWork at officeLocal areaRelocation- ...and 20 offices. As a Custom Lending Specialist within JP Morgan Chase... ..., ultra-high net-worth clients, and Market Leadership. In this... ...across commercial real estate (CRE), unsecured lending, restricted... ...largest advisors and clients execute complex liquidity and financing...High net worth
$56k - $132k
...retirement challenges through custom solutions and a people‑first approach. To learn more, please visit: Summary: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier...SeniorPrivate clientHigh net worth$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization... ...first approach. The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate clientHigh net worthRemote job$56k - $132k
...Senior Account Executive NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization... ...first approach. The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining...SeniorPrivate clientHigh net worth- RBC is seeking a Senior Associate Wealth Strategist to enhance wealth transfer planning for high net worth clients. This role supports Wealth Strategists nationwide and collaborates with Financial Advisors. Qualified candidates will possess a Bachelor's degree and strong...SeniorHigh net worth
- ...A leading accounting firm in Los Angeles is seeking a Senior Tax Manager. This role involves providing tax compliance and planning services to high-net-worth individuals and privately-held businesses. The ideal candidate should have a CPA and at least 7 years of experience...SeniorPrivate clientHigh net worth
- Join our team as an Executive Director in the Capital & Advisory Solutions... ...expertise in Asset Based Lending. Be part of a collaborative... ...Responsibilities: Interacting with clients, prospects, sponsors, bankers... ...and strong partnership with senior business and control partners...SeniorFlexible hours
$120 - $150 per hour
...Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientHigh net worthHourly paySeasonal workRemote work$110k - $215k
Bank of America in Los Angeles is seeking a professional to expand client relationships by identifying opportunities and driving inflows of new business. The ideal candidate will have 7+ years of experience managing high-net-worth client relationships, alongside strong...SeniorPrivate clientHigh net worth$140k
...Direct Counsel represents a respected law firm in Pasadena, CA who is seeking a Senior Associate Attorney or Senior Counsel with 8+ years of experience in Trusts & Estates and Private Client matters to join its growing practice. The firm is flexible regarding hybrid or...SeniorPrivate clientHigh net worthRemote workFlexible hours$112k - $150k
BDO USA, LLP is seeking a Tax Manager for its Private Client Services in Glendale, California. The role involves managing tax compliance and consulting for high net-worth clients, training associates, and effective communication skills are crucial. With five or more years...SeniorPrivate clientHigh net worth- BDO USA, Llp is seeking a Tax Manager for their Private Client Services in Los Angeles, California. This role involves managing tax and consulting engagements for high net-worth individuals, as well as supervising associates and providing guidance on technical issues....SeniorPrivate clientHigh net worth
$146k - $200k
BDO is looking for a Tax Senior Manager in Los Angeles to assist in providing tax compliance and consulting services to high net worth clients. The ideal candidate will have significant experience in personal income, estate, gift tax, and wealth retention strategies, with...SeniorPrivate clientHigh net worth$120 - $150 per hour
Ernst & Young Oman is hiring a Seasonal Tax Senior Manager for Private Client Services to review complex tax returns and provide income tax planning for high-net-worth individuals. The role is remote within the United States, requiring a minimum of 8 years of experience...SeniorPrivate clientHigh net worthRemote jobHourly paySeasonal work$99k - $176k
...Senior Credit Risk Review Officer The Credit Risk Review Department... ...as an internal advisor to lending units and credit administration... .... Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair... ...of high net worth and private client lending and retail loan...SeniorPrivate clientHigh net worth- A leading financial services firm is seeking a Custom Lending Specialist in Los Angeles. The role involves liaising with Financial Advisors... ...and strategic influence are key to success in working with ultra-high net-worth clients. #J-18808-Ljbffr JPMorgan Chase & Co.High net worth
- ...Portfolio Manager for its Commercial Real Estate group in Los Angeles, California. This key position will involve analyzing lending proposals and managing client portfolios to ensure quality and compliance with bank policies. The ideal candidate will have extensive experience...Senior
$120.8k - $231.87k
...Responsibilities Be a trusted member of the engagement team providing various federal tax compliance and consulting services to industry specific clients: Be a valued tax business advisor, lead client relationships on day‑to‑day tax matters with clients ranging from middle market to...SeniorPrivate clientHigh net worthLocal area- A financial institution in Los Angeles seeks a Private Client Advisor who will work with high-net-worth individuals and organizations. Responsibilities include identifying and deepening client relationships, ensuring quality service delivery, and collaborating with specialists...Private clientHigh net worth
$170k - $350k
...confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are... ...to take your career to the next level. As a Lending Specialist in the U.S. Private Bank, you will manage our...High net worthLocal area- ...seeking a Wealth Management Professional to leverage interpersonal skills and act as a key relationship manager for ultra-high net worth clients. Responsibilities include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's...Private clientHigh net worth
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