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
$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- ...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
$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$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- ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM... ...Advisors, ultra-high net-worth clients, and Market Leadership. In... ...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 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
$56k - $132k
...NFP Corp is seeking a Senior Account Executive to interact with clients and manage high net worth personal insurance accounts. Responsibilities include negotiating with carriers and maintaining client relationships. The ideal candidate should have more than 8 years of...SeniorPrivate clientHigh net worthRemote 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$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- 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
$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$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- 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
- 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
- ...Senior Wealth Advisor SAFE Act Discover your future at Citi. Working at Citi is far more... ...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
$185k - $300k
...services to help meet clients' unique needs... .... Banking, Lending, & Trust (BL&T)... ...Credit Solutions, Private Wealth Portfolio... ...high‑net‑worth (HNW) and ultra‑high‑net‑worth (UHNW) clients by... ...structuring, and executing sophisticated custom... ...across CRG, senior Custom Credit team...SeniorHigh net worthOngoing contractWork experience placementImmediate start$190k - $250k
...Mid-Senior Estate Planning Attorney | High-Net-Worth Clients This Jobot Job is hosted by: Trey Mattson Are you a fit? Easy... ...client is a highly respected private‑client law practice recognized for... ...in drafting, analysis, and the execution of complex planning strategies....SeniorPrivate clientHigh net worthPrivate practiceLocal area- ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor is a senior strategic professional... ...services to an Ultra high Net Worth client base in the United States. Manage accounts... ...develop financial strategies with the Private Bankers. Conduct sophisticated...SeniorPrivate clientHigh net worthWork at office
$95k - $160k
...tax, R&D Tax Credit, as well as International and Private Client services. This Founders & Tech Executive Tax Supervisor role will be based out of one of... ...team culture Collaborating with partners and senior leadership on client engagements, thought leadership...Private clientHigh net worthWork at officeLocal areaRemote 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... ...Technical knowledge sufficient to sell and execute engagements in multiple industries Proven ability...SeniorPrivate clientHigh net worthFlexible hours$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$250k
...internally and externally at a senior levels. Negotiations... ...parties such as clients, government bodies or... ...whole technical area.The Private Bank at Citi (CPB) is... ..., banking and lending, trust and specialized... ...advice and after sales execution (in partnership with the...Private clientHigh net worthFull timeLocal area- ...the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seekinga TaxSenior Associate to join our Private Client Services (PCS) practice. We are looking for a dynamic individual who excels in a progressive setting anddemonstratesa...SeniorPrivate clientHigh net worthTemporary workPrivate practiceLocal area
- ...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
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