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
$225k - $275k
Private Bank Senior Credit Officer role at Citizens Be among... ...the bank’s lending practices align with... ...across private banking clients, including high-net... ...HELOC/Custom unsecured HNW / SBL Commercial: C&I/CRE/Multi Family/Non... ...-high-net-worth (UHNW) clients Develop,...SeniorPrivate clientHigh net worthWork at officeLocal areaMonday to FridayFlexible hours$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$190k - $220k
...Senior Tax ManagerMost Senior Tax Manager opportunities give you a... ...ultimately equity ownership.The client work is equally compelling.... ...family offices and real estate private equity sponsors, with significant... ...to complex partnerships, HNW individuals, multi-generational...SeniorPrivate clientHigh net worthWork at officeLocal areaRemote workFlexible hours$20 - $30 per hour
...Senior Client Services Associate East West Bank is currently seeking Senior Client Services... ...will be responsible for supporting the Private Bankers and Private Client Advisors within... ...Gramm-Leach-Bliley Act (Privacy), Fair Lending regulations, and other state and federal...SeniorPrivate clientHigh net worthFlexible hours- Our client is a leading US private aviation provider offering jet card, on demand charter, and bespoke flight... ...and client care. The role: This senior commercial position focuses on growing... ...developing self generated opportunities with UHNW clients. You will own the full sales...SeniorPrivate clientHigh net worthLocal areaNight shift
$70k - $200k
...the entire continuum of wealth clients. The unified business... ...family offices through Citi Private Bank, operates in the affluent... ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive... ...Consultants and Home Lending Officers. Citi has many locations...SeniorPrivate clientHigh net worthFull timeWork at office$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...SeniorHigh net worthWork at office- ...OPPORTUNITY We are seeking a Senior Vice President,... ...relationships within the UHNW, family office, and entertainment... ...in the markets and client communities where... ...actively on the California Executive Management Team to... ...relationships with family offices, private wealth managers, estate...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at office
- ...teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66 plus insurance licenses, and involves expanding client relationships and sourcing new business while incorporating...SeniorHigh net worthWork at office
- ...Executive Director, Capital & Advisory Solutions Join our team as... ...your 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
- 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
$141k - $290k
Weaver is seeking a Senior Manager in Los Angeles to lead tax compliance and planning for high-net-worth individuals and businesses. The ideal candidate will have over 7 years of experience, a CPA, and strong leadership skills. In addition to competitive compensation ranging...SeniorPrivate clientHigh net worthFlexible hours- Tri Star Sports and Entertainment Group is seeking a Senior Accountant for Private Client Services in West Hollywood, CA. The role requires 5+ years of experience with high net worth individuals and S Corporation entities, and a BS in Accounting, Finance, Economics, or...SeniorPrivate clientHigh net worthFull time
$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- ...will have a hybrid schedule of 3 days in office and 2 days at home. Candidates should have a solid background in tax law, particularly regarding ultra-high net worth clients, and must be licensed with the California State Bar. #J-18808-Ljbffr Busby Park Recruiting LLCSeniorPrivate clientHigh net worthWork at office
$230k - $350k
...Attorney Opportunities | Associates, Senior Attorneys, Counsel & PartnersLocations: Los Angeles, CA | San Francisco, CA | Orange County... ...several sophisticated transactional, litigation, tax and private-client practices.These opportunities offer attorneys the ability to handle...SeniorPrivate clientHigh net worthFor contractorsPrivate practice- EisnerAmper seeks a Tax Senior Manager to join Private Client Services. The role oversees tax planning and compliance for ultra-high-net-worth individuals, with leadership to staff and engagement with clients in a dynamic, entrepreneurial environment. Office locations are...SeniorPrivate clientHigh net worthWork at office
- A leading bank seeks a Private Bank Senior Credit Officer in Los Angeles, responsible for overseeing credit approvals and managing a high-quality portfolio for private banking clients including high-net-worth individuals. The ideal candidate will have over 10 years of...SeniorPrivate clientHigh net worth
$350k
...the Managing Director, CRE Loan Origination role at... ...come to transform our client’s businesses and their... ...to prepare and present lending packages for internal credit... ...a financing request to senior management, loan... ...sources to achieve superior execution on transactions all...High net worthFull timeWork at officeLocal areaWeekday work$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 ability...SeniorPrivate clientHigh net worthFlexible hours$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$70k - $200k
Job ID: 96615092672Posted: 2026-07-13Location: Los Angeles, California, United StatesSalary: $70,000.00 - $200,000.00Category: Private Client Coverage, Professional, WealthCompany: CitiThe Financial Advisor is a strategic professional who stays abreast of developments...SeniorPrivate clientHigh net worthFull time- Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a... ...their families, family offices, C-Suite executives, athletes, entertainers, as well as... ...life insurance planning.A Tax Experienced Senior, Private Client Services (PCS) is responsible...SeniorPrivate clientHigh net worthPrivate practiceWork at office
$126.1k - $253k
...world of change, empowering our clients and people to realize their full... ...there’s nowhere like RSM.RSM’s Private Company team is looking for a dynamic Tax Senior Manager to join our expanding Business... ...This includes the planning and execution of client tax...SeniorPrivate clientHigh net worthFull timeWork experience placementInternshipPrivate practiceLocal area$141k - $290k
...Senior Manager Tax Weaver is a full-service national accounting, advisory... ...growing firm! We serve a variety of clients in multiple industries from private equity-backed clients and large businesses... ...knowledge sufficient to sell and execute engagements in multiple industries...SeniorPrivate clientHigh net worthImmediate startFlexible hours- ...Senior Vice President of Talent Acquisition Profit participation... ...the most efficient execution and results. CSC serves its clients from its headquarters in... ...developers, and institutional or private capital sources to... ...across diverse CRE asset classes and capital...SeniorHigh net worthFull timeTemporary workWork at officeFlexible hours
$76k - $174k
Job Description:Tax Senior - Private Client ServicesMazars USA is hiring - If you are looking for a career where you can truly have a say, make an impact, and bevalued, Mazars is the right place for you! Our Tax practice seeks an experienced and accomplished tax professional...SeniorPrivate clientHigh net worthFull timeSummer workH1bWork at officeLocal areaFlexible hours- Citi Private Bank is seeking an Investment Counselor Principal to lead advisory for ultra-high net worth clients in the US. The role requires senior expertise, strong communication, and entrepreneurial drive to grow the client base and cross-sell private banking services...SeniorHigh net worth
- ...bottom – we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple...SeniorPrivate clientHigh net worthTemporary workPrivate practiceWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Client CRE Lending Executive (HNW/UHNW). Be the first to apply!
- client account executive Los Angeles, CA
- client relationship manager Los Angeles, CA
- client service account manager Los Angeles, CA
- senior engagement manager Los Angeles, CA
- engagement manager Los Angeles, CA
- member engagement manager Los Angeles, CA
- client executive Los Angeles, CA
- engagement director Los Angeles, CA
- client experience manager Los Angeles, CA
- client services supervisor Los Angeles, CA



