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- ...Citi Private Bank | UHNW Banker | Beverly Hills & Orange County... ...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...Suggested
$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...SuggestedFull time- ...Managing Director, Investment Banking About the Company A registered broker-dealer seeking entrepreneurial bankers for M&A and capital raises... ...of transaction execution, and serving as a trusted advisor to clients on strategic financial matters. A proactive approach...SuggestedBank staff
- ...Managing Director, Investment Banking About the Company Leading middle-market M&A advisory platform investing in growth and hiring senior bankers... ...execution from start to finish, serve as a trusted advisor on financial matters, and expand the firm's presence within...Suggested
- 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
- ...implications. Serve as a trusted advisor to clients who frequently... ...Private Bank. Effectively manage client expectations regarding... ...clients achieve broad financial/investment goals related to the creation... ...Banking having covered the UHNW market / Extensive experience...
$190k - $335k
...Job Summary: This role in our Alternative Investments practice assists in providing tax compliance & consulting services to our Venture... ...process Effectively collaborates with Principals, Senior Managers, Managers, Tax Seniors, and Associates on completion of project...Work at office$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...$275k
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- ...career to the next level. As the Head of Investments and Advice in the U.S. Private Bank, you... ...team within the respective market and manage responsibilities as a Senior Investor. Collaborating... ...sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth...
$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$92.11k - $156.88k
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
...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: ~$100,0000-$105,00...Full timeTemporary workWeekend work$208.25k - $354.02k
...intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe that... ...and learn new ones “I can succeed as a Principal Product Manager at Capital Group.”As a Principal Product Manager, you’ll be...Full timeTemporary workLocal areaFlexible hours$35 - $45 per hour
...JRN: 1966 We are seeking a highly organized and proactive assistant to managers to provide comprehensive administrative support across two properties in the Pacific Palisades/Brentwood area for an UHNW family. This role will work closely with the estate management team,...Hourly payFull timeWork at officeMonday to Friday$90k - $215k
...BuyingJob Description:Position OverviewThe Director, Digital Activation is the senior... ...activation strategy, operating standards, investment stewardship, and executive-level client... ...applied across the portfolio. This role leads managers and multidisciplinary teams, shapes...Full timeWork at officeLocal area3 days per week- ...s efforts on player acquisition campaigns, coordinate with marketing designers to come up with the next eye-catching creative, and manage budgets and marketing strategy.RESPONSIBILITIES You'll be responsible for managing a multi-million dollar marketing budget. Plan, monitor...Full timeTemporary workCasual workLocal areaFlexible hours
- ...CONFIDENTIAL | FAMILY OFFICE INVESTMENT ASSOCIATE - REAL ESTATE Position Overview: A Single Family Office with diverse business, investment and philanthropic activities is seeking an Investment Associate to join its real estate team. The real estate platform seeks to...Work at office
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...
$100k - $121k
A reputable wealth management firm in Los Angeles seeks a Senior Financial Planner to create... ...will work closely with Wealth Advisors and oversee complex financial needs, ensuring... ...value of teamwork and client-focused culture. #J-18808-Ljbffr Virtus Investment Partners, Inc- JPMorgan Chase Wealth Management is seeking a Wealth Client Specialist who focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. You will market and sell JPMorgan Chase wealth management services and...
- Mariner Holdings is a national financial services firm seeking a Wealth Advisor to serve high net worth clients in California. You will collaborate with the advisor team to develop comprehensive wealth plans and offer ongoing guidance. Ideal candidates have 5+ years of...Full time
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