Managing Director, UHNW Investment Advisor
$250kJobleads-US
Citi is seeking an Investment Counselor Principal in Beverly Hills, California, to manage investment relationships with ultra-high net worth clients. Ideal candidates will have over 15 years of experience in investment advice and possess strong analytical skills.
This role offers a competitive salary range from $250,000 to $500,000, along with comprehensive benefits, including medical and dental coverage, retirement plans, and paid time off. Join Citi and make a significant impact in the financial advisory sector.
#J-18808-Ljbffr Jobleads-US$250k
...Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic professional who closely... ...and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients.They...SuggestedFull timeLocal area$250k - $350k
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...strong and stable, and committed to our clients and employees.At Private Wealth Management, we are uniquely positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$122.54k - $208.72k
PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAMWHAT IS THE OPPORTUNITY?The Portfolio Manager is part of the Credit Solutions team focused on long-term risk-adjusted returns for the bank within the Entertainment & Sports Banking (Corporate) team. This...Remote work- ...As a Managing Director in our Emerging Middle Market Coverage Investment Banking team, you will assume a pivotal leadership role and will be responsible for driving... ...liaise with internal teams and external professional advisors. Provide timely market intelligence and...
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ABOUT USRBC Rochdale provides investment research, portfolio management, macroeconomic outlook and strategic asset allocation to help clients meet their long-term goals. RBC Rochdale, LLC is an SEC-registered investment adviser and wholly-owned subsidiary of City National...Temporary workRemote workShift work$100k - $105k
...Portfolio Manager Property Management Associates is growing and looking for a Portfolio Manager with experience in Multi-Family Property Management to join our team and grow in a dynamic and exciting place to work that values its employees. Compensation: ~$1...Full timeTemporary workWeekend work- ...Lead Private Wealth Portfolio Manager to lead a regional team... ...for delivering sophisticated investment solutions to High Net Worth and... ...relationship managers, financial advisors, trust officers, and other... ...Management experience with HNW or UHNW client relationships, or...Full timeWork experience placementWork at office
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