UHNW Wealth Advisor - Private Bank Portfolio Strategist
Citi Group
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.
- ...Citi Wealth - Lending Advisor - Vice President Working at Citi... ...the Citigold and Citi Private Client (CGCPC) segments... ...the CGCPC loan portfolio. Responsibilities... ...management or private bank lending, including origination... ...Affluent, HNW, and UHNW clients on lending...Private
- ...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
$180k - $254.8k
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose... ...Job Responsibilities Leads the client wealth planning engagement process, including... ...implemented in concert with the clients' advisors, where appropriate Expands existing client...PrivateWork experience placementWork at officeShift workDay shift$70k
The Senior Wealth Advisor is a senior strategic professional who closely follows latest trends... ...develop financial strategies with the Private Bankers. Conduct sophisticated economic... ...and advise the effects on the investors' portfolios Recommend changes to the investors'...PrivateFull timeWork at office- ...Associate Vice President and Wealth Advisor About the Company Premier... ...Management Type Privately Held About the Role... ...financial planning, private banking, or related fields, with a preference... ...those with exposure to HNW/UHNW client service or financial planning...Private
- ...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
$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$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$75k - $150k
...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... ...Overview East West Bank is seeking a Portfolio Manager. Responsibilities...Private$121.9k - $262.1k
...Make banking a Fifth Third better® We connect great people to great opportunities... ...ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth... ...closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop...PrivateBank staffShift work- 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
$128k - $177k
...will work alongside the origination and portfolio management teams to support the growth of a portfolio of credit facilities for Private Equity fund clients. The Funds Finance Team... ...product areas (i.e. FX, Transaction Banking, Securitization, CLO, and other client needs...PrivateWork experience placementLocal area$169.38k - $207.02k
...large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets... ...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$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$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- ...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
- ...Senior Wealth Strategist Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take... ...This role partners closely with Wealth Management Advisors (WMAs) and the broader Private Bank team to lead discovery, develop integrated wealth...PrivateBank staffShift work
- 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
- 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
$169.38k - $207.02k
U.S. Bank is seeking a seasoned wealth management expert to handle complex client relationships for high net worth clients. This position focuses on retention and growth, requiring a strong commitment to client needs. Candidates should have over 10 years of wealth management...Private- Us Bank is looking for an experienced professional in Los Angeles to manage medium to large size high net worth client relationships.... ...Bachelor's degree, along with 10+ years of relevant experience in wealth management. Strong relationship management and analytical skills...Private
- Private Wealth Advisor - Beverly Hills, California The Anderson Search Group has been retained by a California affiliate of an $90 billion+ financial... ...add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully...PrivateLocal area
$126.4k - $267.5k
...Credit Advisor (CA) At Bank of America, we are guided by a common... ...with strategic wealth clients, driving funded... ...profitable manner, managing a portfolio of existing credit... ...present to Private Bank leadership and advisors... ...skills (commercial / UHNW) ~ Organized and can...PrivateWork at officeShift workDay shift$44.28 - $75.42 per hour
PORTFOLIO MANAGER I - Middle Market, Leveraged & Syndications WHAT IS THE OPPORTUNITY? The... ...long‑term risk‑adjusted returns for the bank within the assigned business segment and/... ...cash flow‑based financing for public and private middle market companies across a variety...PrivateHourly payRemote work- ...relationships with the most influential Private Bank clients, often including family... ...complex structures Serve as a trusted advisor, proactively identifying opportunities for portfolio growth, cross‑border solutions, and holistic wealth management Business Development &...Private
$169.38k - $207.02k
...large size high net worth client relationships. Builds a team of Banking, Trust, and Investment professionals around the client to meet... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and...PrivateTemporary workWork experience placement3 days per week$127.63k - $237.01k
...Private Banker Develops and manages client relationships... ...clients including: banking, credit, asset... ...relationship profitability and portfolio risk and is... ...investments, trust and wealth transfer, credit, deposit... ...Cannon Certified Wealth Strategist designation. FINRA...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...
$122.4k - $228k
...Mortgage Licensing System and Registry. The Bank will instruct you on the registration... ...execute the growth and retention strategy the portfolio. Provides superior service to an... ...with an objective of becoming their trusted advisor. Develops relationship with client’s professional...PrivateLocal areaShift work- ...Our client is a private equity firm. They seek a Fund Accountant to join their Los Angeles, CA office. This... ...review valuation models of the Private Equity portfolio Manage the funds’ credit facilities and open/close bank accounts Process wires and related journal entries...PrivateWork at office
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