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 BBF Wealth
- ...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
- ...Citi Wealth - Lending Advisor - Vice President Working... ...integrated into our client's broader Wealth... ...Directors, and Group Executives, helping them to deliver... ...the Citigold and Citi Private Client (CGCPC) segments... ...experience advising Affluent, HNW, and UHNW clients on lending...Private clientHigh net worth
- 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
$84k - $110k
A leading financial advisory firm in Los Angeles seeks a Tax Senior for Private Client Services. This role involves preparing complex tax returns, supervising associates, and providing insights to high net-worth clients. Candidates must have a bachelor's degree in accounting...SeniorPrivate clientHigh net worth- JPMorganChase is seeking a Relationship Manager in Consumer and Community Banking to manage high-net-worth client relationships across banking, lending, and investments. You will be involved in understanding client needs and providing targeted advice to help them maximize...SeniorPrivate clientHigh net worth
$90k - $135k
...unique; our inclusive culture, the quality service we offer our clients, and our continued growth, all come from our people-first... ...be doing? Serve as the primary day-to-day contact for assigned private client accounts, building strong and trusted client relationships...SeniorPrivate clientHigh net worthWork at office- 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
- TwinThread is seeking a Lending Specialist to join their U.S. Private Bank team in Los Angeles. In this role, you will manage sophisticated borrowing relationships... ...and present credit solutions to ultra-high net worth clients. The ideal candidate will have over seven years of...High net worthBank staff
$250k
...internally and externally at a senior levels. Negotiations... ...parties such as clients, government bodies or... ...technical area. The Private Bank at Citi (CPB) is... ...strategies, banking and lending, trust and specialized... ...and after sales execution (in partnership with the...Private clientHigh net worthFull timeLocal area- 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
$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$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$190k - $250k
...Mid‑Senior Estate Planning Attorney | High‑Net‑Worth Clients Salary: $190,000 – $250,000 per year. About the Firm Our client is a highly respected private‑client law practice recognized for its deep experience... ..., analysis, and the execution of complex planning strategies...SeniorPrivate clientHigh net worthPrivate practiceLocal area$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- ...You Will be Responsible For:* Supervise a team, foster strong client relationships, prospect and contribute to the establishment of... ...clients in the financial services sector, such as hedge funds, private equity, and other investment-related individuals.* Possess comprehensive...SeniorPrivate clientHigh net worthPrivate practiceWork at officeLocal area
$141k - $290k
...Weaver is looking for talented tax leaders at the Senior Manager level to join our growing firm! A Private Client Services Tax Senior Manager provides federal tax... ...field Technical knowledge sufficient to sell and execute engagements in multiple industries Proven...SeniorPrivate clientHigh net worthImmediate startFlexible hours- ...commitment to helping our clients and our people thrive.... ...BPM is seeking a Tax Senior to join our growing Private Client Services (PCS) or... ...deliverables and tax strategy execution Review work prepared by... ...~ Experience with PCS (HNW/UHNW, trusts & estates) or Flowthrough...SeniorPrivate clientHigh net worthSummer workWork at officeLocal areaImmediate startRemote workFlexible hours2 days per week3 days per week
- ...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
- ...reach your goals. We are seeking a Senior Fund Accountant to join our Real Estate Systems... ...Group (RESIG), the largest real estate private equity fund administrator by funds... ...thrives in a growing environment and providing clients with exceptional services. What it...SeniorPrivate clientHigh net worthLocal area
- ...you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a TaxSeniorManager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with thecapacityto efficiently oversee multiple client engagements...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
- ...Senior Wealth Advisor Working at Citi is far more than just a job. A career with us means... ...services to an Ultra high Net Worth client base in the United States. Manage accounts... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic...SeniorPrivate clientHigh net worth
- ...discerning global clientele. Our members include executives, celebrities, and Ultra High Net Worth... ..., comfort, and cultural depth — from private aviation and five-star resorts to last‑... ...in handling complex itineraries, VIP client relations, and high‑touch service. This...SeniorPrivate clientHigh net worthWorldwide
$70k - $120k
...The Senior Wealth Advisor SAFE Act is a strategic professional who stays abreast of developments... ...services to an Ultra high Net Worth client base in the United States. Manage... ...jointly develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientHigh net worthFull time$169.38k - $207.02k
U.S. Bank in Los Angeles is looking for a PWM Private Wealth Advisor to manage and grow high net worth client relationships. You will lead a team to meet diverse client needs and ensure satisfaction. The ideal candidate requires over 10 years in wealth management and a...SeniorHigh net worth$70k
...The Senior Wealth Advisor is a senior strategic professional who closely follows latest... ...investment services to an Ultra high Net Worth client base in the United States. Manage... ...jointly develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientHigh net worthFull timeWork at office- 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...SeniorHigh net worth
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create personalized financial plans for high-net-worth clients. The role demands strong analytical skills and extensive experience in financial planning. The selected candidate will work...SeniorHigh net worth- MAI Wealth Management, Inc. is seeking a Senior Advisory Associate in Los Angeles to act as the primary relationship lead for Ultra-High Net Worth clients. This position demands significant wealth management experience and the ability to manage complex workflows. The ideal...SeniorHigh net worth
$90k - $165k
Founders & Tech Executive Tax Supervisor Hybrid - Los Angeles, California, United States... ...Tax Credit, as well as International and Private Client services. This Founders & Tech... ...culture Collaborating with partners and senior leadership on client engagements, thought...Private clientHigh net worthLocal areaRemote work$146k - $200k
Tax Senior Manager, Private Client Services Job Description Job Summary The Tax Senior Manager, Private Client Services assists in providing tax... ...effectively developing and maintaining client relationships Executive presence and ability to act as primary client contact for...SeniorPrivate clientHigh net worthWork at office
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