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
...Managing Director, Investment Research – Mozaic, LLC – Beverly Hills, CA For qualified applicants: email resume to ****@*****.*** The... ..., private bank investment group, registered investment advisor, sophisticated university endowment, or sophisticated charitable...SuggestedWork at officeRemote work- Masterworks Advisers in Los Angeles seeks a Senior Financial Advisor to build trusted relationships with UHNW clients who visit our gallery. You will meet around... ...multi-million dollar artworks and educate them on investing in art. You will tailor investment concepts to...SuggestedAfternoon shift
- ...Mozaic, LLC in Beverly Hills seeks a Managing Director, Investment Research to lead our investment platform serving ultra-high net worth families. You will oversee multiple investment strategies across equities, fixed income, and alternatives, collaborating with senior...SuggestedWork at office
$275k
...highest retention rates in the industry.Intrepid is a specialty investment bank and provides M&A, capital raising and strategic... ...expanding nationally and seeking to hire a talented and experienced Managing Director to launch and lead an Aerospace, Defense & Government...SuggestedFull timeWork at officeLocal areaRemote work$250k
...implications. Serve as a trusted advisor to clients who frequently... ...Private Bank. Effectively manage client expectations regarding... ...achieve broad financial/investment goals related to the creation... ...Private Banking having covered the UHNW market / Extensive experience...Full time$250k
...range of products and solutions, including investment strategies, banking and lending, trust... ...at establishing, growing and managing investment relationships with ultra-high... ...primary client contact and trusted investment advisor for clients, including direct selling ,...Full timeLocal area$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations... ....* Serve as a trusted advisor to clients who frequently seek... ...Citi Private Bank.* Effectively manage client expectations regarding... ...achieve broad financial/investment goals related to the creation...Full time- Job Summary:This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital... ...prep processEffectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of...Work at office
$190k - $335k
...Tax Managing Director, Alternative Investments Job Description Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture Capital, Private Equity, Hedge Fund, and Real Estate clients...Work at office$250k
Director of Finance - Investment Firm - RIA - $250k All In Hudson Gate Partners Base pay range:... ...an experienced finance leader to manage your budgeting, forecasting, modeling... ...steward the financial lives of UHNW families and affiliated advisors. Key Responsibilities Lead...$200k - $300k
Citi in Los Angeles is seeking an experienced Investment Counselor Principal to develop and manage relationships with ultra-high net worth clients. This role requires at least 15 years of experience in investment advising and the ability to provide sophisticated investment...- Bank of America in Beverly Hills, CA seeks a Credit Advisor to develop new custom credit relationships for ultra-high-net-worth clients and manage a portfolio of existing credits. You will lead the credit delivery process across partners, delivering highly structured solutions...
$200k - $300k
...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...- ...BDO Capital Advisors, LLC in Los Angeles seeks a Tax Managing Director for Alternative Investments to lead tax compliance and consulting for venture capital, private equity, hedge funds and real estate clients. The role requires 10+ years of tax experience, CPA or...
- ...BDO USA, LLP is seeking an experienced tax professional to join our Alternative Investments practice in California. The role focuses on tax compliance and consulting for Venture Capital, Private Equity, Hedge Funds, and Real Estate clients. You will lead engagement...
- Confidential in Beverly Hills/West Los Angeles seeks an Estate Manager to oversee comprehensive property and operations support for UHNW clients. The role covers inspection, maintenance, vendor management, security, and compliance across multiple locations with discretion...
$250k
...role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions. The ideal candidate will have 15+ years of experience in Private Banking and a proven track record in relationship...$175k - $225k
...Overview Personal Assistant to UHNW Tech Executive, West LA. The Personal Assistant will provide sophisticated support to a busy, successful tech entrepreneur in West Los Angeles, managing private and professional affairs with discretion and efficiency. The ideal candidate...Full timeWork at office- Bank of America is seeking an Investment Advisor in Culver City, California, to offer tailor-made financial solutions. This professional will engage with clients to assess their financial goals and provide comprehensive investment strategies. The ideal candidate should...
$150k - $250k
...Performance Media Job Description: As the Executive Director, Enterprise Investment Lead, you will play a critical role in leading strategies... ...and skills to deliver in this role Strong project management and interpersonal skills, with ability to take initiative...Full timeWork at officeLocal area3 days per week- ...in Beverly Hills, California is looking for a Financial Advisor to build and manage customer portfolios while providing expert financial guidance... ...relationships. Key responsibilities include offering investment solutions and ensuring compliance with industry regulations...
- ...Investment Banking Managing Director About the Company High-performing investment banking firm specializing in middle market healthcare transactions. Industry Investment Banking Type Privately Held About the Role The Company is seeking an Investment...Bank staff
- ...help us scale into a nationally recognized brand. The Opportunity We are looking for a Chief Executive Officer (CEO) or Managing Director with proven leadership in the pet insurance or broader insurance industry. This individual will play a pivotal role in driving...Flexible hours
$300k
Masterworks Advisers is seeking a Senior Financial Advisor to build trusted relationships with UHNW clients visiting our art gallery in New York. You will... ...multi-million dollar paintings, and educate them on investing in art. The role requires 5+ years in financial...Base plus commissionAfternoon shift- ...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...
- ...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...
- Bank of America is seeking a Credit Advisor to develop new custom credit relationships with strategic wealth clients, drive funded loan balance and revenue growth, and manage a portfolio of existing credit relationships. This client-facing role partners with Advisors,...
$122.54k - $208.72k
PORTFOLIO MANAGER III- ENTERTAINMENT & SPORTS BANKING (CORPORATE) TEAM*Music SectorWHAT 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...Remote work$170k - $225k
...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
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