Senior Wealth Relationship Manager - Private Banking
Citi Group
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
Senior Relationship Manager - Commercial Real EstateCompany DescriptionFor more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putting... ...g. swaps and caps);Cash Management;Private Banking;Wealth Management investment products.Analyze...SeniorPrivateBank staffWork at office$62k - $100k
...about this job. Merrill Wealth Management is a leading provider... ...through a personal relationship with their advisory... ...Merrill coupled with the banking convenience of Bank... ...and/or team Senior Wealth Planner and Investment... ...development with the Private Wealth Management Team...PrivateWork at officeShift workDay shift$88.4k - $132.6k
...Wealth Relationship Manager - Forest Hills, NY Apply (opens in new window) Job Req Id: 26972943 Location... ...recognize and understand a client's banking, credit and investment needs and... ...-------------------Job Family Group: Private Client Coverage ---------------------...PrivateFull timeWork at office- Citi in Centreville, Virginia, is seeking a Wealth Relationship Manager to enhance and manage relationships with affluent clients. You will identify... ...collaboration with branch teams to ensure an exceptional banking experience. The ideal candidate should possess strong...Senior
$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 comprehensive... ...key responsibilitiesA Senior Services Manager in FSO... ...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... ...our dynamic FSO team!Private Tax is a growing practice... ...business acumen.As a Senior Manager in Private Tax,... ...building and managing client relationships, revenue generation,...SeniorPrivateWork experience placementSummer holidayLocal areaImmediate startFlexible hours$175k - $250k
...leading quantitative investment management and trading firm. The... ...motivated and meticulous Wealth Channel Relationship professional to join the Investor... ...will partner with Senior Relationship Managers and... ...and build relationships in private banking and wealth management networks...PrivateCasual workWork at officeLocal areaHome officeFlexible hours$115k - $270k
...ImpactWealth ManagementAcross Wealth Management, Goldman Sachs helps... ...planning, investment management, banking, and comprehensive advice... ...technology, data, and design. Private Wealth Management (PWM)... ...client needs evolve, this close relationship allows the team to offer...SeniorPrivateFull timeTemporary workPart timeWork experience placement$50 per hour
Job Description:At Bank of America, we are guided by a common... ...Banking team is seeking a Senior Relationship Manager to join our Metro, NY team.... ...of dynamic public and private companies with revenues of... ...Banking, Foreign Exchange, and Wealth Management and facilitates...SeniorPrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursDay shift- ....P. Morgan Asset Management, where your expertise... ...Manager – Senior Associate will be... ...certain key strategic relationships clients and... ...leader in investment banking, consumer and small... .... Morgan Asset & Wealth Management... ...investment management and private banking solutions...SeniorPrivateFlexible hours
$120k - $150k
We’re building a relationship-oriented bank for the modern world. We need talented... ...you'll be doingThe Private Wealth Audit team provides independent... ...of the Private Wealth Management portfolio, including trust... ...and personal banking. As a Senior Audit Manager, you'll execute...SeniorPrivateFull timeRemote workShift work2 days per week- KYC Operations Senior Manager (Wealth at Work and Pre-Periodic Review - CPB) Job Req Id: 269848... ...KYC Senior Manager Operations, Citi Private Banking (C13) Job Description We are seeking... ..., fostering strong cross-functional relationships. Ensure robust governance of all...SeniorPrivateWork at office
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst for their New York office. This role involves evaluating client needs and developing deep relationships while ensuring compliance with regulations and policies. The ideal candidate will have 5-8 years...SeniorPrivateWork at office$88.4k - $132.6k
...,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...recognize and understand a client's banking, credit and investment needs... ...Partners, Relationship Manager, etc.)Organize client events to...Full timeWork at office$88.4k - $132.6k
...,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE... ...recognize and understand a client's banking, credit and investment needs... ...Partners, Relationship Manager, etc.) Organize client events to...Full timeWork at office$154.5k - $302k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ...resolving disputes, navigating crises, managing risk and optimizing performance, our... ...financial and operational areas.The Senior Director will work with a valuation advisory...SeniorPrivateFull timeWorldwide- ...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
$220k - $415k
...Relationship Manager, LatAmCorporate Title: Director - Managing DirectorLocation... ...new relationships for the Bank. Your primary focus is on... ...of the market, industry, and Wealth Management's capabilities (products... ...aimed at growing current Private Banking relationships as...SeniorPrivateWork at officeWork from home- ...(GFICC) at J.P. Morgan Asset Management is one of the world’s deepest... ...we are a leader in investment banking, consumer and small business... .../VeteransJ.P. Morgan Asset & Wealth Management delivers industry-... ...leading investment management and private banking solutions. Asset...Private
- Emigrant Bank in New York seeks a Senior Associate for its Capital Markets/Private Client Group to join a growing team and support nationwide private banking initiatives... ...while collaborating across departments to manage regulatory and client-facing responsibilities....SeniorPrivate
$154.5k - $302k
...many of the world’s top multinational corporations, law firms, banks and private equity firms on their most important issues to deliver... ...makes a difference. From resolving disputes, navigating crises, managing risk and optimizing performance, our teams respond rapidly...SeniorPrivateFull timeInterim roleWork at officeFlexible hours$83.92k - $125.88k
Wealth Relationship Manager SAFE Act | DMV Apply (opens in new window) Job Req Id 26938892 Location(... ...recognize and understand a client's banking, credit and investment needs and goals... ...equivalent experience Job Family Group Private Client Coverage Job Family Financial...Full timeWork at office$116.2k - $212.9k
...dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real... ...facets of hedge fund, private equity fund and mutual... ...issues.Build impactful relationships with new and existing clients... ...for partner or senior manager review, consulting...PrivateSummer holidayLocal areaFlexible hours- JPMorgan Chase in New York is seeking a Business Relationship Manager Senior to manage a portfolio of large business clients, focusing... ...will deepen relationships, coordinate with Branch, Wealth Management and Private Bank, and drive end-to-end delivery of accounts while...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- ...Backed by Bain Capital private equity and Orogen Group,... ...DescriptionReports To: Managing Director, BFSI VerticalThe... ...strategies, and executive relationships for one of our most strategic Banking clients and a couple... ...technologies for customer insights.Senior executive presence and...Private
$72.88k - $109.32k
Wealth Relationship Manager - Spanish River Job Req Id: 26972778 Location: Boca Raton, Florida, United States Job Type: On-Site/Resident Posted... ..., intuitively recognize and understand a client’s banking, credit, and investment needs and goals to provide holistic...Work at office$110k
...Position Summary The Tax Senior will be responsible for... ...clients, including banks, broker-dealers, investment advisors, private funds, and insurance... ...knowledge, the ability to manage multiple engagements,... ...to build client relationships Compensation: $11...SeniorPrivateLocal area$78.08k - $117.12k
Wealth Relationship Manager SAFE Act - Orland Park, IL Job Overview The Wealth Relationship Manager SAFE Act is a seasoned professional role that... ...on client profiling. Recognize and understand a client’s banking, credit, and investment needs to provide holistic...Work at office$83.92k - $125.88k
Wealth Relationship Manager SAFE Act - Fairfax County, VA - Korean Language (Evergreen) Job Req Id: 26... ...Wealth Relationship Management (Branch) Senior Analyst SAFE Act is a seasoned... ...recognize and understand a client’s banking, credit, and investment needs and goals...Full timeWork at office
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