Senior Wealth Relationship Advisor for HNW Clients
Citi Group
Citigroup Inc. is seeking a Senior Analyst in Wealth Relationship Management to deepen relationships with affluent clients and provide tailored financial solutions. The candidate must have 5-8 years of relevant experience and strong analytical skills to engage clients effectively. This role entails building trust through regular communication and ensuring compliance with all regulatory procedures while maximizing sales opportunities. A Bachelor's degree is required, alongside the necessary US FINRA registrations. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG is seeking a Sr. Analyst in Wealth Relationship Management (Branch) to support affluent and HNW client engagements in the New York area. The role emphasizes RFAs to drive wallet share while complying with SAFE Act and FINRA requirements. The position...SeniorHigh net worth
- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...SeniorHigh net worth
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office- Citigroup Inc. in Brooklyn, NY seeks a Sr. Analyst for Wealth Relationship Management to deepen relationships with affluent and High Net Worth clients through comprehensive financial planning and discovery. You will work with product specialists to tailor banking, credit...SeniorHigh net worth
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments, foundations... ...and report to the President of Wealth Management in Pittsburgh, PA. This...SeniorHigh net worth
$75.9k - $126.5k
Wilmington Trust is seeking a client service professional in New York, New York, to support High Net Worth clients in Wealth Management. You will manage client relationships and ensure satisfaction through effective communication and problem resolution. The ideal candidate...SeniorHigh net worthWork at office$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private... ...develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI... ...7+ years' experience in the wealth management industry as either a...SeniorHigh net worth- Citi in Brooklyn, NY is seeking a Sr. Analyst for Wealth Relationship Management (Branch) under the SAFE Act. The role combines client relationship building with financial planning, investment and risk management expertise. You will collaborate with product specialists...High net worth
- ...York City-based multi-family office is seeking a Senior Tax Manager with deep high-net-worth and private client tax experience. The role focuses on reviewing complex... ...matters. Ideal candidates will have 10+ years of HNW/UHNW tax experience, strong tax review expertise,...SeniorHigh net worthWork at office
- The Misch Group seeks an experienced private client attorney to manage or influence a substantial client book in estate planning, trust administration or private client services. Ideal candidates have seven to ten years of experience and a portable book of approximately...SeniorHigh net worth
- ...Senior Wealth Advisor/Relationship Manager Boutique International RIA We have been asked by a well-established... ...multiple locations in the U.S. Our client is seeking a Senior Wealth Advisor... ...be client-centric and focused on HNW & UHNW clients for the U.S domestic market...SeniorHigh net worthWork at office
- ...Tax, Trusts & Estates Practice Group at the Of Counsel level. This is an excellent opportunity for a senior attorney with deep experience advising high net worth clients on sophisticated estate matters. The successful candidate will work with a collaborative team that...SeniorHigh net worth
- F.N.B. Corporation (FNB) seeks a Wealth Advisor to drive new revenue within an assigned region for... ...Wealth Management unit. You will lead the client experience through a consultative approach, collaborating with the relationship team to present tailored investment solutions...High net worth
- Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate...Senior
- Talnt, a leading wealth management firm in New York, is seeking a Senior Associate with a strong HNW tax foundation to broaden client relationships beyond tax returns. You'll handle complex individual... ...with attorneys and investment advisors, and take ownership of...SeniorHigh net worth
$88.4k - $132.6k
Citi is seeking a Sr. Analyst in Wealth Relationship Management for their New York office. This seasoned professional will develop new techniques while enhancing client financial planning services. Responsibilities include identifying client needs, offering tailored banking...SeniorWork at office- PwC is seeking a Partner Tax Preparation Advisor Senior Associate to provide personalized tax... ...navigate complex tax regulations and optimize client positions while leading teams and... .... This role emphasizes building client relationships, interpreting data, and delivering...SeniorHigh net worth
$70k - $90k
Pathstone, a leading wealth management firm in New York, is seeking a Tax Senior to manage tax return preparations and support high net worth clients. Ideal candidates will have a Bachelor’s degree in accounting and 3-5 years of relevant experience. This role offers a...SeniorHigh net worthWork at officeFlexible hours- ...diverse team helping high-profile clients understand, analyze, and... ...KPMG is currently seeking a Senior Manager to join our Business... ...Offices Serve as the trusted advisor to ultra-high net worth... ...internal and external client relationships and help build new relationships...SeniorHigh net worthFull timePrivate practiceWork at officeLocal area
$89.5k - $166.9k
...Senior Private Client Advisor Hybrid to our NY Metro office Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture... ...plus, e.g., CPCU, CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE...SeniorHigh net worthMinimum wageWork at officeLocal areaNight shift- ...Chase & Co. in New York seeks a Private Client Banker in Branch Banking to serve a select... ...clients, manage their full banking relationships, and drive growth through referrals and... ...collaboration. You will work with Private Client Advisors, Mortgage Bankers, and Business...
- Chase is seeking a Private Client Banker in New York to manage affluent clients’ full banking relationships with an advisory approach. You will collaborate with specialists to connect clients to mortgage, advisory, and business services while promoting self-service options...
- JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to be the main... ...customers, managing their complete banking relationship with a proactive, advisory approach. You will partner with Private Client Advisors, Mortgage Bankers and Business...
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...SeniorHigh net worth
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...SeniorHigh net worth- ...About the job Senior Financial Advisor We are recruiting... ...- A global book of clients from $100MM - $2BBMM+... ...Capital Advisor and Wealth Advisor). - Ensure... ...Management working with HNW/UHNW individuals and... ...and deepen existing relationships. - Demonstrated understanding...SeniorHigh net worth
- ...Financial Advisor This Fortune 500 financial institution is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's... ...experience in investment advisory or wealth management ~ Proven, transferable book...SeniorHigh net worthWork at office
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of... ...Responsibilities: Leads the client relationship team and has overall responsibility for assuring...SeniorHigh net worthTemporary workWork experience placement- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide.... ...comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth...SeniorHigh net worth
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...SeniorHigh net worth
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