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
Raymond James is seeking a Senior Private Client CRE Lending Officer based in Los Angeles, California. The role involves leading the origination and management of customized CRE lending solutions for high-net-worth clients across the Western U.S. Candidates should have...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- Mitchell Silberberg & Knupp LLP in Los Angeles seeks a senior tax attorney at the fifth-year to junior-partner level to support UHNW private client matters. You will join a sophisticated tax practice and work closely with experienced partners on complex income tax issues...SeniorPrivate client
$75k - $160k
...in Los Angeles is looking for a Lending Associate responsible for... ...solutions to Ultra-High-Net-Worth clients. In this client-facing role, you will collaborate with Private Wealth Advisors and assist with... ...have 3-6 years of experience in UHNW lending, excellent communication...High 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
- Cathay Bank is seeking a CRE underwriting specialist to analyze creditworthiness and structure for new and renewing loans. The role... ...bank units. Qualified candidates bring 5-7+ years in commercial lending, solid knowledge of credit policies, and proficiency with MS Office...Senior
$81.13k - $164.57k
...solutions. Join a diverse team helping high-profile clients understand, analyze, and respond to complex business... ...stand 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 clientWork at officeLocal areaRelocationRelocation package$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- BDO USA, LLP's Private Client Services unit seeks an experienced Tax Experienced Manager to lead tax compliance and consulting for high net-worth clients. You will manage engagements, gather information from clients and advisors, and review complex returns with staff....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
$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$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- 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
$265k - $320k
An established firm based in Los Angeles, California with over 65 years in practice is seeking a Private Client Services Associate with 5-9 years of experience to join their team in a full-time onsite capacity. This role will focus on estate planning, advanced gift, estate...SeniorPrivate clientHigh net worthFull time- 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
$250k
...0,00 - $500 000,00Category: Private Client Product Services, ExecutiveCompany... ...and externally at a senior levels. Negotiations will have... ...investment strategies, banking and lending, trust and specialized... ...advice and after sales execution (in partnership with the Banker...Private clientHigh net worthFull timeLocal area- 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- Job Summary:The Tax Senior Manager, Private Client Services assists in providing tax compliance and consulting services to our high net worth clients. Significant knowledge of taxation related to personal income, estate and gift tax and wealth retention strategies, as...SeniorPrivate clientHigh net worthWork at office
$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
- First Horizon is seeking a Private Client Relationship Manager responsible for developing and managing a portfolio of affluent client relationships. The manager will deliver full balance sheet advice through a team-based approach, focusing on individualized banking and...Private clientHigh net worth
$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$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 worthFlexible 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$200.72k - $301.08k
...at Work - Investment Counselor Sr. Lead - Senior Vice President at Citigroup. Los Angeles,... ...to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner... ...alternative investments with wealth planning and private banking services to optimize client...SeniorPrivate clientHigh net worthFull time- ...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
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