Senior Wealth Relationship Manager (HNW)
Citi Group
Citi’s Wealth Relationship Manager role in Rockville, MD seeks a seasoned professional to manage affluent and HNW client relationships on-site. You will deliver holistic financial planning, profiling, and proactive engagement to grow wallet share and meet client goals. The role requires 5–8 years of experience, strong analytical and communication skills, and a Bachelor's degree. You will collaborate with product partners while upholding all regulatory standards. #J-18808-Ljbffr Citi
- Citi is seeking a Wealth Relationship Manager in Albertson, NY to deepen client relationships among affluent and high net-worth individuals. The role emphasizes financial planning, discovery, and profiling to provide holistic solutions. The position requires 5-8 years of...SeniorHigh net worth
- Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch engagement...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in Mountain View to deepen relationships with affluent clients and deliver holistic financial planning solutions. You will engage clients face-to-face, assess complex needs, and collaborate with product specialists to tailor...SeniorHigh net worth
- Citi in New York seeks a seasoned Sr. Analyst for Wealth Relationship Management. You will identify high-net-worth opportunities and deliver holistic financial solutions through collaboration with product specialists. Role emphasizes high-touch client engagement, proactive...SeniorHigh net worth
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver...SeniorHigh net worth
- Citi is looking for a Wealth Relationship Manager to be based in Boca Raton, Florida. This role involves building relationships with affluent clients while anticipating their complex financial needs and providing tailored financial solutions. The ideal candidate will have...SeniorHigh net worth
$200k - $250k
...more than a form of ownership—it’s our approach to business and relationships. We know that supporting your professional and personal goals... ...Brothers Harriman is currently recruiting a Relationship Manager (RM) to join our multi-family (MFO) team in New York, NY. In this...SeniorHigh net worthFull timeWork at officeLocal area- Senior Wealth Advisor | Growing Wealth Management Practice I’m partnering with a highly respected national public accounting... ...firm Opportunity to advise HNW and UHNW individuals, families,... ...point of contact for key client relationships Work collaboratively with professionals...SeniorHigh net worth
- ...advisory firm in New York seeks a Tax Senior Manager specializing in fiduciary taxation and... ...clients. This role involves managing client relationships, ensuring compliance with tax laws, and... ...strategies to preserve and transfer wealth efficiently. Qualified candidates should...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in New York. This seasoned professional will apply in-depth knowledge to enhance client relationships and manage their financial needs. Responsibilities include identifying and deepening relationships with affluent clients,...Senior
- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify their complex needs and offer tailored financial solutions. The role involves deep interactions with clients and collaboration...Senior
- Citi in Los Gatos, California, United States is seeking a Wealth Relationship Manager in the Branch to deepen relationships with affluent clients and provide holistic financial solutions. The role requires 5-8 years of experience, FINRA registrations, and knowledge of financial...Senior
- Citi is seeking a Wealth Relationship Manager in La Cañada Flintridge, California. This role involves cultivating client relationships, delivering tailored financial solutions, and ensuring compliance with regulatory requirements. The ideal candidate has 5-8 years of related...Senior
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorWork at office$150k - $180k
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank... ...(e.g. swaps and caps);Cash Management;Private Banking;Wealth Management investment products.Analyze new loan opportunities...SeniorBank staffWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...High net worthFull timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.)Organize client events to enhance client bonding.Acquire...High net worthFull timeWork at office$88.4k - $132.6k
...00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...Financial Advisor, Small Business Partners, Relationship Manager, etc.) Organize client events to enhance client bonding.Acquire...High net worthFull timeWork at office$160k - $230k
Relationship Manager, Asset Managers - Vice President / Senior Vice President New York, New York, United States iCapital is looking for a Relationship Manager to... ...Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers....SeniorFull timeWork at officeRemote work- Rockefeller Capital Management is seeking a Senior Foundation Officer responsible for overseeing administrative services for Private Foundation clients. This role focuses on building client relationships and ensuring compliance within foundation regulations. The ideal candidate...SeniorHigh net worth
- BDO Capital Advisors, LLC is seeking a Senior Manager in Private Client Services to lead tax planning and consulting for high net worth... ...returns, coordinating resources, and maintaining strong client relationships while adhering to firm policies. #J-18808-Ljbffr BDO...SeniorHigh net worth
$175k - $250k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...CIBC.comWhat you'll be doingAs a Senior Relationship Manager, you’ll focus on growing direct... ...leveraging expertise in investment and wealth advisory services to provide best-in-...SeniorHigh net worthFull timeRemote work- Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
$143.1k - $238.5k
...Fulton's commercial banking by building, developing and managing new and existing client relationships. Coordinate loan, deposit and fee income products and... ...Retail Relationship Managers, Fulton Partners and Senior Leadership. Keep sales platform consistently updated...SeniorFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- Citi in New York, NY seeks a Wealth Relationship Manager Assistant Vice President to deepen ultra-high-net-worth client relationships and provide holistic financial solutions. You will work with a team to manage complex client needs, coordinate with product specialists,...High net worth
- Leading National RIA seeks a Senior Wealth Manager to join the fastest growing region on the East Coast, currently at 2B AUM, with 100m+ annual growth opportunities from custodial referral channels. Highlights Serve as the Lead Wealth Advisor to a select group of high net...SeniorHigh net worth
- ...Aura By Hex Trust Relationship Manager Aura by Hex Trust is the private wealth business of Hex Trust. We bring institutional... ...structured products - to high net worth (HNW) individuals and family offices,... .... You'll work alongside a senior commercial team, own real...High net worthWork at office
$140k - $190k
A premier financial services firm is seeking a Single Family Office Relationship Manager in New York. This role focuses on developing relationships with ultra-high net worth clients and requires at least 8 years of relevant experience. Candidates should demonstrate strong...SeniorHigh net worthWork at office- Rockefeller Capital Management seeks a Senior Bill Pay Relationship Manager to oversee a portfolio of approximately 10-15 ultra-high-net-worth client relationships, collaborating with Private Advisors to deliver accounts payable and bookkeeping services. You will serve...SeniorHigh net worth
- A leading consulting firm in New York is looking for a Senior Tax Manager to lead tax compliance for high-net-worth individuals and entities. The ideal candidate will have over 8 years of public accounting experience with a strong focus on high-net-worth taxes. Responsibilities...SeniorHigh net worthHourly payContract work
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