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.
- ...with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market... ...inherit and grow an established HNW/UHNW client book and deliver comprehensive financial... .... The role requires strong relationship management, cross-team...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- 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- ...Australia-Employment seeks a Senior Tax Manager for their New York office... ...expertise in complex taxation, client service skills, and the ability... ...and strategic solutions in wealth management, where tax professionals are valued as key advisors in client success. Competitive...SeniorHigh net worthWork at office
- ...worth individuals and closely held businesses. You will lead client engagements and develop a team to deliver top-tier service.... ...emphasizes strong leadership, exceptional execution, and trusted advisor relationships with clients. A premium compensation package reflects the...SeniorHigh net worth
$250k - $300k
...to join their Tax, Trusts and Estates Practice Group as Of Counsel. This position offers the opportunity to advise high-net-worth clients on sophisticated estate issues within a collaborative environment. Qualified candidates should have a minimum of 10 years of experience...SeniorHigh net worth- ...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
- 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
- ...in New York seeks a Tax Senior Manager specializing in... ...for high-net-worth clients. This role involves managing client relationships, ensuring compliance with... ...preserve and transfer wealth efficiently. Qualified... ...clients and their financial advisors. #J-18808-Ljbffr...SeniorHigh net worth
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...Senior
$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- Citi is currently looking for a Wealth Relationship Manager in West Palm Beach, Florida. This role emphasises building strong relationships with affluent clients and requires a solid understanding of financial products to provide tailored solutions. The ideal candidate...SeniorFull time
$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- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals, and ensuring compliance with policies. Ideal candidates will possess strong skills...SeniorFull time
- ...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
$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- Chase Private Client Banker in Branch Banking serves a select group of affluent clients, managing their complete banking relationship with an advice-based approach to grow balances. The role involves referrals, collaboration with specialists, and enabling 24/7 self-service...
- 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...
- JPMorgan Chase in New York seeks a Private Client Banker in Branch Banking to manage affluent clients and a broader customer base across Chase products. You will cultivate relationships, solicit referrals, and coordinate with specialists to connect clients to mortgage,...
- ...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
- 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- Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...SeniorHigh net worth
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team... ...financial strategy that aligns with each client's goals and values. The successful... ...Responsibilities Responsible for client relationship cultivation and retention, inspiring...SeniorHigh net worth
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you thrive in... ...Advisor Opportunity The Role: You will own client relationships and help accelerate growth . You will play a lead...SeniorHigh net worthRemote work
- ...institution is seeking an Affluent Market Senior Financial Advisor in Parsippany, NJ. This role focuses... ...solutions to high net worth clients and requires significant experience in... ...capabilities, and be proficient in client relationship management. The position emphasizes...SeniorHigh net worth
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational... ...as an active wealth manager with clients where you will be responsible for developing... ...and managing high net worth client relationships and portfolios as well as cultivating...SeniorHigh net worthWork at officeImmediate start
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