Senior Wealth Relationship Advisor
Citigroup Inc.
Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional will contribute to process improvements and lead client engagements to enhance relationships with affluent clients. The role demands strong analytical capabilities, prior experience in finance, and exceptional communication skills. The ideal candidate should be self-driven, with a proven track record in financial strategy, and hold the necessary regulatory registrations. Competitive benefits, including medical coverage and paid time off, will be offered. #J-18808-Ljbffr Citigroup Inc.
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Relationship Manager (RM) for their multi-family office team in New York. The RM will engage with high-net-worth clients, managing complex accounts and delivering exceptional client service. Ideal candidates should have over 1...SeniorWork at office$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office- ...portfolio. This position requires a minimum of 10 years of relevant banking experience, with a strong emphasis on private banking and wealth management. Candidates should possess a Bachelor’s degree in finance or economics and have strong communication skills....Senior
$100k - $275k
...Bank of America is seeking a seasoned professional in New York for a role that focuses on acquiring new clients and building relationships. The ideal candidate will possess 12+ years of experience in private banking or financial services, demonstrate leadership in client...Senior$350k
...or New Jersey. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have... ...degree with 7+ years' experience in the wealth management industry as either a...Senior- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑...Senior
$23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...SeniorHourly pay- ...Description Prosperity is a leading wealth management company dedicated to providing... ...An EisnerAmper Company is seeking a Senior Wealth Advisor to join our wealth management team.... ...the responsibility for managing client relationships and formulating and implementing...SeniorWork at officeLocal areaRemote work
- Dormont Manufacturing Co is looking for a Financial Services Associate in Georgia. The role involves assisting with client portfolios, managing accounts, and conducting credit presentations. Candidates should have over 5 years of experience in financial servicing, detailed...Senior
$170.5k - $284.1k
...delivery of solutions for a comprehensive wealth management strategy for individuals,... ...Responsibilities: Leads the client relationship team and has overall responsibility for... ...Client Managers, Custom Credit, Investment Advisors and Trust Officers to assess client's...SeniorTemporary workWork experience placement- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... .... Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated...Senior
$23.17 - $26 per hour
Webster Bank is looking for a Banking Center Relationship Banker 2 to provide exceptional services to our clients in New York. This role involves processing financial transactions, understanding customer needs to recommend appropriate products, and achieving sales targets...SeniorHourly pay- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you... ...Advisor Opportunity The Role: You will own client relationships and help accelerate growth . You will play a lead role...SeniorRemote work
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...for developing and managing high net worth client relationships and portfolios as well as cultivating sources of qualified...SeniorWork at officeImmediate start$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...provide comfort, and fostering relationships built on trust. Weaver Capital Advisors... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorBase plus commissionFlexible hours$80k - $150k
Dormont Manufacturing Co is seeking a Senior Trust Officer in New York. This role involves managing trust and estate administration... ...providing expert advisory services and maintaining strong client relationships. The ideal candidate will have 7+ years of fiduciary advisory...Senior$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal ...Senior- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$90k - $150k
Dormont Manufacturing Co is looking for a Senior Financial Representative to join their Wealth Advisors Group. This role involves maintaining client relationships for a portfolio of over 120,000 clients and providing tailored investment solutions. The ideal candidate will...Senior$70k
Citi is seeking a Wealth Relationship Advisor in New York City. This role involves building and deepening client relationships, providing investment advice, and ensuring compliance with regulations. The ideal candidate should have a Bachelor's degree, 5-8 years of experience...Senior- Dormont Manufacturing Co seeks a skilled Relationship Advisor to serve high net worth clients in Georgia. You will manage complex banking relationships... ...through your network, delivering a broad suite of Truist Wealth solutions. The ideal candidate will have at least 8 years of...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP...Senior
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience and excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorFull time- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated... ...have a Bachelor's degree and 7+ years in wealth management, demonstrating a track record of...Senior
- Prosperity, an EisnerAmper Company, is seeking a Senior Wealth Advisor based in Pennsylvania to join its wealth management team. This role requires managing client relationships, providing objective financial advice, and acquiring new clients. You will work in a hybrid...SeniorRemote work
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