UHNW Wealth Advisor - Private Bank Portfolio Strategist
Citigroup Inc.
Citigroup Inc. is looking for a skilled Financial Advisor to offer a wide range of financial services to Ultra high Net Worth clients in Los Angeles. You will manage high-value accounts and develop personalized financial strategies. The ideal candidate will have 6-10 years of experience, required licenses, and excellent communication skills. Benefits include comprehensive medical coverage, a 401(k), and competitive salary packages. #J-18808-Ljbffr Citigroup Inc.
$120k - $130k
...oriented Senior Associate, Client Advisor to join our growing team.... ...with a team of senior wealth management professionals in... ...and reporting within CRM and portfolio systems. Support the... ...advisory, family office, or private banking serving UHNW clients. Strong understanding...PrivateWork at officeLocal area$200k - $300k
Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...Private- 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...PrivateBank staff
$250k
Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves... ...The ideal candidate will have 15+ years of experience in Private Banking and a proven track record in relationship selling. Citi offers...Private$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: Los Angeles California United... ...of clients’ businesses and sources of wealth generation.* Anticipate events in a client... ...implications.* Serve as a trusted advisor to clients who frequently seek strategic...PrivateFull time- ...qualifications. The role requires developing internal and external networks, providing superior service, and ensuring compliance with banking standards. This position offers a competitive salary and the opportunity to drive meaningful change at BMO. #J-18808-Ljbffr BMOPrivate
- ...recognized independent wealth management firm founded... ...premier destination for advisors transitioning from wire house and private banking environments. They are... ...managing HNW and UHNW relationships, typically... ...holistic wealth management, portfolio construction,...Private
$75k - $125k
Associates at California Bank & Trust work in a... ...Market Excellence Awards. Wealth Management is a specialized... ...United States. Wealth Advisor We are currently in... ...Community/Business Bankers Private Bankers Commercial... ...Investment Management Portfolio Managers/Advanced Planning...PrivateWork experience placementWork at officeLocal areaFlexible hours$200k - $300k
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing... ...advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth clients, demonstrating...PrivateFull time$65k - $80.2k
...institution in Beverly Hills seeks a Wealth Management Advisor to lead investment planning and insurance... ...for clients. Responsibilities include portfolio management and delivering tailored... ...and $80,200 annually, along with comprehensive benefits. #J-18808-Ljbffr U.S. Bank$20 - $25 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With... ...like real estate, entertainment and media, private equity and venture capital, and high-tech... ...to reach further. Overview As a Portfolio Analyst, this position will be responsible...PrivateBank staffWork at office- ...services firm is seeking an experienced Private Banker in Los Angeles. The role involves... ...managing client relationships, advising on wealth management, and acquiring new clients. Candidates... ...over 6 years of experience in Private Banking, relevant licenses, and a focus on client...Private
- ...Associate Vice President and Wealth Advisor About the Company Premier... ...Management Type Privately Held About the Role The... ...financial planning, private banking, or related fields, with a preference... ...those with exposure to HNW/UHNW client service or financial planning...Private
- U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship... ...focusing on client retention and portfolio growth. The position offers a...PrivateWork at office3 days per week
$195k - $225k
...transactions to credit and participate in the bank’s loan approval process. Review credit... ...industry/market developments Ensure the portfolio administration and risk management of... ...Qualifications/Requirements 10+ years of banking or private credit lending experience with direct...PrivateFull timeLocal area$170k - $225k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...clients and employees. At Private Wealth Management, we are uniquely... ...investments to expand our advisor base and deliver an outstanding... ...support, a rich product portfolio and exceptional prospecting opportunities...PrivateTemporary workWork experience placementWork at officeRemote workFlexible hours3 days per week- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...Private
- Us Bank is seeking an experienced wealth management professional in Beverly Hills to manage high net worth client relationships. This role requires exceptional relationship management skills and the ability to build a team tailored to client needs. The ideal candidate will...Private
- 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...Private
$63.25k - $121.2k
...range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and... ...fast-paced environment to build the private bank of the future. The Financial Planner... ...of senior planners. Client and Advisor Support. Participate in client meetings...PrivateWork at officeLocal areaDay shift$159.97k - $188.2k
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...PrivateTemporary workWork experience placementLocal area3 days per week- ...unique brand of relationship banking and fostering a culture... ...in client assets. Our advisors average $575,000 in GDC.... ...About the Role: A Senior Wealth Advisor is an experienced... ...Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community...PrivateImmediate start
- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...PrivateBank staff
$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth... ...This role involves driving new business development, managing portfolio health, and delivering tailored banking solutions. Ideal candidates...Private- Bank of America is looking for a wealth planning advisor in Los Angeles to lead client engagement and develop integrated strategies tailored to client needs. The role requires at least 5 years of experience with high-net-worth clients and proficiency in areas like tax...
- ...worth clients while demonstrating a deep understanding of their financial needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track record in relationship building. Competitive salary and...Private
$88.8k - $165.6k
...position is a key member of the Bank's Commercial Real Estate group... ...customers across the U.S. The Portfolio Manager is responsible for... ...Treasury / Capital Markets / Wealth specialists as needed to support... ...insurance companies, family office or private equity sponsors. Prior...PrivateLocal area$122.4k - $228k
...Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects... ...and retention strategy the portfolio. Provides superior service... ...objective of becoming their trusted advisor. Develops relationship...PrivatePart timeShift work$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops... ...clients including: banking, credit, asset management... ...profitability and portfolio risk and is responsible... ...investments, trust and wealth transfer, credit, deposit... ...Certified Wealth Strategist designation. FINRA...PrivateRemote work- City National Bank is seeking an Investment Officer in Los Angeles to manage investment sales, focusing on both taxable and tax-exempt fixed income securities, along with equity and mutual funds. You will develop and implement strategies for diverse clientele, collaborating...
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