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.
- Delta Community Credit Union in Peachtree City is seeking a Wealth Advisor to provide high-level wealth management and financial planning... ...services. You will mentor junior advisors, manage high-net-worth clients, and collaborate with other professionals. Ideal candidates...SeniorHigh net worthRemote work
$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- A leading financial services firm is seeking a Relationship Manager in New York to cultivate high-net-worth client relationships. The ideal candidate will have over 10 years of experience in financial services, demonstrating exceptional skills in relationship and business...SeniorHigh net worth
- ECG Resources, Inc. is seeking a Private Wealth Advisor in New York or Chicago. This role demands at least 10 years of investment... ...and a Series 65 license. The advisor will manage relationships with high-net-worth clients, serving as a liaison between clients and teams...SeniorHigh net worth
- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building a team of financial professionals to exceed client needs and providing expert advice in Wealth Management. Candidates...SeniorHigh net worth
$80k - $90k
...PKFOD is seeking a Senior Tax Associate to join their Tax - Private Client Group. This full-time role involves providing tax planning and compliance services for ultra-high-net-worth clients, primarily associated with financial services. The position requires strong analytical...SeniorHigh net worthFull time- ...services firm is seeking a Sr. Director of Investments to oversee client investment engagements and lead a team servicing high net-worth... .... Leadership in decision-making regarding investments is crucial for success in this position. #J-18808-Ljbffr Waldron Private WealthSeniorHigh net worth
- ...established industry player is seeking a dynamic Wealth Advisor to join their rapidly growing team.... ...the chance to work with high-net-worth clients, utilizing cutting-edge technology and marketing resources to foster client relationships. The ideal candidate will have a proven...High net worth
$88.4k - $132.6k
A global financial services company in New York is looking for a Wealth Relationship Mgmt. Sr. Analyst to enhance relationships with affluent clients. This role involves anticipating financial needs and providing tailored solutions, requiring strong analytical and communication...SeniorFull time- A leading financial services firm in New York is looking for a Wealth Relationship Management Sr. Analyst. The role involves building relationships with affluent clients and offering tailored financial solutions while ensuring full compliance with relevant regulations....Senior
- Citigroup Inc. is seeking a Wealth Relationship Management (Branch) Sr. Analyst in New York, NY. This seasoned role involves developing client relationships and providing financial solutions tailored to affluent clients. With 5-8 years of experience required, candidates...SeniorWork at office
$70k - $120k
Citigroup Inc. is seeking a Wealth Relationship Advisor in New York, NY. This full-time role requires 5-8 years of financial services experience... ...excellent communication skills. The advisor will build and deepen client relationships and provide investment advice. Candidates...SeniorFull time- Citigroup Inc. is seeking a Senior Wealth Advisor in New York to provide comprehensive financial and investment advice to affluent clients. You will build and deepen relationships with clients, making securities recommendations and managing compliance. Ideal candidates...Senior
- Valley National Bank in New York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility...Senior
$70k
A leading financial services firm in New York is seeking a Wealth Relationship Advisor. This role involves building client relationships, providing investment advice, and ensuring compliance with regulatory requirements. Candidates should have 5-8 years of relevant experience...Senior- 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
- A leading financial services firm in New York seeks a Wealth Relationship Advisor to build and deepen client relationships while adhering to regulatory compliance. Ideal candidates will have 5-8 years of financial services experience and strong analytical skills. This...SeniorFull time
- ...A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (...SeniorHigh net worth
$115k - $135k
...Sanctuary Wealth Group is seeking a Vice President & Client Advisor in a fully remote capacity. The ideal candidate will have over 7 years of experience in... ...serving as a trusted advisor, managing complex client relationships, and supporting financial planning initiatives....SeniorHigh net worthRemote work- ...and Annuity Association of America is seeking a Wealth Planning Strategies professional to work with high-net worth clients. This role involves developing customized financial strategies, maintaining strong relationships, and advising on investment opportunities. Candidates...SeniorHigh net worth
- A leading wealth management firm in New York is looking for a Wealth Advisor to manage high-net-worth clients and enhance their investment outcomes. The successful candidate will possess over 7 years of experience in Wealth Advisory and exceptional communication skills....SeniorHigh net worth
- TIAA is looking for a Wealth Management Advisor in New York, NY. In this role, you will partner with affluent clients to understand their financial needs and develop tailored recommendations... ...of relevant experience managing client relationships and come with a university degree. We...Senior
$98.1k - $210k
...fiduciary and investment management accounts for high-net-worth clients. This role involves overseeing the administration of complex... ...ensuring compliance, and engaging with clients to address their wealth planning needs. The ideal candidate will have at least five years...SeniorHigh net worth$94k - $175k
...services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance with...SeniorHigh net worth$70k
Citigroup Inc. is looking for a Wealth Relationship Advisor based in Elmhurst, NY. This role involves building and maintaining client relationships to grow bank and brokerage assets. The ideal candidate will have 5-8 years of experience in sales within the financial services...Senior- Citigroup Inc. is hiring a Senior Wealth Advisor in New York, NY. In this role, you will provide comprehensive financial and investment advice to affluent clients, utilizing a range of investment solutions. The ideal candidate will have 5-8 years of experience in financial...SeniorFull time
$250k - $300k
...investment firm in New York is seeking a Senior Financial Advisory/Client Portfolio Manager. This role is pivotal for fostering complex client relationships and delivering bespoke investment... ...have over 12 years of experience in wealth advisory or client management,...SeniorHigh net worth- Wall Street Alliance Group, a leading wealth management practice in New York, seeks driven... ...advisory. You will partner with senior advisors to close new business, engage warm leads... ...exceptional service to high-net-worth clients. Candidates should be competitive, confident...SeniorHigh net worth
- ...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
- A leading wealth management firm in New York seeks a Senior Client Advisor to develop and maintain strong client relationships. You'll oversee a team, ensuring effective client service and investment management. Candidates must possess a master's degree and relevant experience...Senior
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