Senior Wealth Relationship Manager - Private Banking
Citigroup Inc.
Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Brooklyn, NY to deepen client relationships among affluent and high-net-worth clients. You will work with product specialists to understand banking, credit, and investment needs and deliver holistic financial planning solutions. Responsibilities include high-touch client engagement, referrals, events, and proactive risk-aware decision making in a regulated environment. #J-18808-Ljbffr Citigroup Inc.
$150k - $180k
...For more than 70 years, IDB Bank has made it our mission to... .... Source new customer relationship opportunities, including;... ....g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products... ...Credit Administration and senior lending personnel to...SeniorPrivateBank staffWork at office$279.6k - $350k
A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...Senior$101.77k - $173.47k
Flagstar Bank seeks a Relationship Manager in New York, NY responsible for building and maintaining client relationships. The role is essential for driving business growth across the Private Banking Group through personalized banking services. The ideal candidate will have...SeniorPrivate- ...Office/ RIA with headquarters in Europe and relationships worldwide. The firm focuses on the Ultra... ...AUM and growing. The founder is a UHNW banking veteran that was asked by his clients to... ...cater to this level of clientele from a private bank or RIA Seeking equity surrounded...SeniorPrivateWork at officeWorldwide
$122.54k - $208.72k
...RELATIONSHIP MANAGER SENIOR COMMERCIAL REAL ESTATE WHAT IS THE OPPORTUNITY? This person is responsible for building and maintaining a profitable loan portfolio, including selling related bank products and services. This may be accomplished through identifying and promoting...SeniorRemote work- A rapidly expanding private real estate investment platform is seeking a senior accounting professional to take ownership of... ...reconciliations, and expense tracking Manage accounts payable and receivable... ...Microsoft Excel Experience with banking platforms, bill pay systems, and...SeniorPrivateWork at office
- Asset Management - Head of Debt Asset Management... ...set the tone for relationships with both... ...spanning low leverage senior loans to mezzanine... ...in investment banking, consumer and small... .... Morgan Asset & Wealth Management delivers... ...management and private banking solutions...SeniorPrivate
$128.78k - $223.21k
Flagstar Bank is looking for an Associate Group Director in New York, NY, tasked with developing client relationships for the Private Bank. The ideal candidate will oversee client satisfaction, manage business development efforts, and ensure compliance with all banking...SeniorPrivateWork at office- ...Description Asset Management – Central & Southeast Region Senior Asset Manager –... ...across real estate, private equity, credit,... ...Develop and manage relationships with partners, brokers... ...in investment banking, consumer and small... ...P. Morgan Asset & Wealth Management...SeniorPrivateWork at office
$220k - $415k
...Relationship Manager, LatAm Location: New York, NY / Miami, FL Overview As the... ...new relationships for the Bank. Your primary focus is on growth... ...the market, industry, and Wealth Management's capabilities (... ...strategy aimed at growing current Private Banking relationships as...SeniorPrivateWork at office- ...Texas Capital Bank is seeking an experienced Private Banking Officer based in Georgia to generate new clients and manage a specific portfolio. This position requires a minimum of 10 years... ...strong emphasis on private banking and wealth management. Candidates should possess a...SeniorPrivate
- ...engage in immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the... ...and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual...Local area
$127.9k - $291.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, Real Estate... .... EY's FSO EDGE Private practice provides... ...responsibilities A Senior Services Manager in FSO... ...Support effective long-term relationships and manage workflow...SeniorPrivatePrivate practiceSummer holidayLocal areaFlexible hours$132.1k - $301.6k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...dynamic FSO team! Private Tax is a growing... ...business acumen. As a Senior Manager in Private Tax,... ...building and managing client relationships, revenue generation,...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$100k - $275k
...Bank of America is seeking a seasoned professional in New York... ...acquiring new clients and building relationships. The ideal candidate will... ...12+ years of experience in private banking or financial services... ...demonstrate leadership in client management, and have a strong business...SeniorPrivate- ...financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and... ...significantly impact client experiences in the banking industry. #J-18808-Ljbffr Valley BankSeniorPrivateFull time
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...SeniorPrivate
$350k
...regional full-service bank encompassing Private Banking, Lending, Branch... ...client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients... ...' experience in the wealth management industry as...SeniorPrivate$100k - $120k
...Harriman is looking for a Senior Client Associate to... ...their Latin America private banking team in New York. The... ...serving clients, managing transactions, and ensuring... ...over 5 years of wealth management experience... ...while supporting client relationships in a dynamic and...SeniorPrivateWork at office$88.4k - $132.6k
## Wealth Relationship Manager - SAFE ACT - Elmhurst, NYApplylocations: Elmhurst New York United Statestime... ...recognize and understand a client's banking, credit and investment needs and... ...-------------## **Job Family Group:**Private Client Coverage----------------------...Full timeWork at office$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...and understand a client's banking, credit and investment needs... ...Partners, Relationship Manager, etc.) Organize client... ...experience Job Family Group: Private Client Coverage Job Family:...Full timeWork at office- ...future team member for the role of Senior Vice President, Asset Managers & Insurance Lending to join our Investment... ..., complex credit facilities/credit relationships in the investment management and... ...initiatives aimed at enhancing the bank’s lending capabilities. To be...SeniorWorldwide
- U.S. Bank is looking for a Wealth Management Banker in West Chester, KY who will manage affluent client relationships. The role demands collaboration to deliver a full spectrum of banking products. The ideal candidate will have a Bachelor’s degree, over five years of experience...Private
- ...About the job Senior Financial Advisor... ...the countrys largest private banks, this could be your new... ...Capital Advisor and Wealth Advisor). - Ensure... ...experience in Wealth Management working with HNW/UHNW... ...and deepen existing relationships. - Demonstrated understanding...SeniorPrivate
$120k - $150k
...Brothers Harriman is hiring a Client Manager for their Latin America Private Banking group. This role is essential in supporting... ...functions, and managing client relationships. The ideal candidate should have over 7 years of wealth management experience and proficiency...PrivateWork at office- ...Santander SA is seeking a Private Banker focused on Latin America to manage high-net-worth clients. Your... ...building and maintaining client relationships while delivering tailored wealth management solutions. The... ...Knowledge of cross-border banking and strong communication...SeniorPrivate
- ...Senior Client Service Associate As a Senior Client Service... ...Associate within the Latin America Private Bank at J.P. Morgan you will be... ...and enriching client relationships. You will serve as the primary... ...experience in the investment management industry Preferred qualifications...SeniorPrivateWork at office
- ...President as a Banker in New York City. This role involves managing relationships with clients, providing strategic financial advice, and... ...The ideal candidate will have 6-10 years of experience in Private Banking with a focus on UHNW clients. Responsibilities include...SeniorPrivate
$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients. This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and fluency...SeniorPrivate- ...financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth... ...years of experience in private banking, possess fluency in Mandarin,... ...The role involves managing client relationships, generating new business, and...SeniorPrivate
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