Elite Wealth Advisor & Relationship Lead
Citi
Citi is seeking a candidate in Mountain View, California to manage relationships with affluent and High Net Worth clients. The role includes offering tailored financial solutions and ensuring compliance with regulatory standards. Qualifications include 5-8 years of experience, strong analytical skills, and knowledge of financial planning software. Citi offers competitive salary and benefits. #J-18808-Ljbffr Citi
$167k - $260k
...Lead Relationship Manager Wells Fargo's Specialized Industries Technology Banking Group is seeking a Lead Relationship Manager to expand our Northern California Early Stage team. The primary responsibilities of the role are focused on new client acquisition, client...SuggestedWork experience placementLocal area$25 - $32.69 per hour
JPMorgan Chase in Mountain View, CA is seeking a dedicated professional to deliver exceptional client service and build lasting relationships. This role requires sales experience in retail banking, excellent communication skills, and the ability to address client needs...SuggestedHourly pay$106k - $150k
...First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...Suggested- ...Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies. This role emphasizes client retention and collaboration with internal departments to provide robust support for clients' financial...SuggestedFlexible hours
$88.4k - $132.6k
...Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SuggestedFull time- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance...Full time
$88.4k - $132.6k
Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and experience in relationship management with affluent clients. Responsibilities include deepening client relationships, providing...- ...Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. Responsibilities... ...financial plans, documenting meetings, and nurturing client relationships. The ideal candidate will have a Bachelor's degree along...
$100.8k - $162.4k
...Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and relevant...- ...Switzerland) AG is hiring a Personal Banker for their Sunnyvale Branch. This full-time entry-level position focuses on fostering customer relationships, building loyalty, and enhancing sales to individual consumer clients. The role involves handling business credit requests,...Full time
- ...and acts as primary contact for new business development which focuses on the acquisition of complex and profitable commercial relationships. Responsible for client relationships, including attracting and retaining new clients and strengthening current relationships...
$250k
...Citi is seeking an Investment Counselor Principal in Palo Alto, California, to manage investment relationships and provide advanced investment advice to ultra-high net worth clients. The role involves leveraging local networks and delivering appropriate solutions while...Local area- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...
- Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Immediate startAfternoon shift
$25.5 - $30.5 per hour
Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member-focused sales team. As a Relationship Banker, you'll work in a fast‑paced environment processing routine financial transactions for members...Hourly payWork at office- JPMorgan Chase & Co. is seeking a Relationship Banker in Mountain View, California, to represent our brand with exceptional hospitality and the latest banking solutions. You will manage meaningful client relationships, using your financial expertise to offer tailored solutions...Weekend workAfternoon shift
- JPMorganChase in Mountain View is seeking a Relationship Banker who will embody our brand and culture through exceptional client service. In this role, you will manage client accounts, build lasting relationships, and cater to diverse financial needs utilizing advanced...
- Quality Talent Group is seeking candidates for a banking role within a leading financial services organization in Sunnyvale, California. The position emphasizes customer service, relationship building, and compliance with regulations. New hires will benefit from a comprehensive...Flexible hours
$25.5 - $30.5 per hour
First Tech Federal Credit Union seeks a Relationship Banker in Palo Alto, CA. As a key financial partner, you'll provide tailored services, process transactions, and engage with members to identify their financial needs. The role requires strong customer service skills...Hourly pay- Koitecc Solutions is seeking a Relationship Banker to join our team in Mountain View, CA. In this role, you will build long-lasting relationships with clients and provide exceptional service to meet their financial needs. The ideal candidate will have over a year of sales...
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure client...Weekend workAfternoon shift
- ...Relationship Banker In Branch Banking You have a passion for helping customers, building... ...Banker in Branch Banking, you will take a lead role in delivering an outstanding experience... ...partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business...Immediate startAfternoon shift
$24 - $26.27 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role... ...brand within your market that represents Life Sciences as the "Leading Innovation Economy bank serving the best and most diverse clients...
$106k - $150k
...lending to investments, insurance, and wealth planning, the First Citizens Wealth team... .... Responsible for acquiring and growing relationships with emerging High Net Worth clients and... ...As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver...Temporary workLocal area- ...Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
$150k - $230k
...Position Summary As our Founding Talent Lead, you will take full ownership of recruiting... ...identifying, engaging, and closing the elite builders and engineers who will define our... ...leveraging sophisticated outreach and deep relationship‑building to bring them into our mission....Local area$24.92 - $30.46 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually...Temporary work$165k - $175k
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full... ...Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention... ...needed. The Principal Wealth Advisor leads client meetings, collaborates across...Local areaFlexible hours
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