Senior Wealth Relationship Advisor for HNW Clients
Citigroup Inc.
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.
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Relationship Advisor for HNW Clients in New York, NY vacancy
- 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
$350k
...Job Description Our client is a growing super regional... ...Our client is seeking a Senior Advisor/ Banker who leads with investments... ...and retain full-service relationships with both UHNW & HNW clients. Must have... ...years' experience in the wealth management industry as...SeniorHigh net worthAvior Executive Search
New York, NYa month ago- 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
- Citi in San Francisco, CA is seeking a Wealth Relationship Manager to deepen relationships with affluent clients through financial planning and tailored advisory services... ..., and coordinating with Lending, Financial Advisors and partners to deliver holistic solutions....SeniorHigh 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
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- ...Gallagher is seeking a Private Client Service Manager in New York to oversee high net worth client programs, ensuring tailored insurance solutions and strong relationships. Reporting to the Private Client Service Supervisor, you will drive renewals, cross-sell opportunities...SeniorHigh net worth
Gallagher
New York, NY2 days ago $260k - $350k
...Job Title Senior Relationship Manager – Southern Cone (Argentina and Chile) Location Miami or New York City... ...a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within the HNW/UHNW community in Argentina and Chile Well-connected...SeniorHigh net worthFull timeLocal areaNorman Alex
New York, NY1 day ago$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- ...experienced private banking professional to lead the relationship management for a portfolio of high-net-worth clients. You will generate new business, coordinate a multidisciplinary team, and deliver comprehensive wealth management solutions tailored to client goals. You...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- Citi is hiring a Wealth Relationship Manager in Washington, DC. You will identify and deepen relationships with affluent clients, offering holistic financial planning and investment guidance. The role requires multi-product knowledge, high-touch client engagement, and collaboration...Senior
$170.5k - $284.1k
...through the acquisition of new clients from internal and external... ...solutions for a comprehensive wealth management strategy for individuals... ...Leads the client relationship team and has overall responsibility... ...Managers, Custom Credit, Investment Advisors and Trust Officers to assess...SeniorHigh net worthTemporary workWork experience placementLocal areaM&T Bank
New York, NY18 hours ago- Merrill Wealth Management is seeking a professional to join our Advisor Development Program, serving high-net-worth clients in a branch setting. You will identify client needs, develop relationships, review investment goals, and prepare recommendations to build a sustainable...High net worth
- ...The role involves creating and managing investment portfolios for ultra-high net worth clients and institutions. Responsibilities include risk management, enhancing client relationships, and prospecting for new business. Candidates should have at least 10 years of...SeniorHigh net worth
- ...Description Job Description Partner with my client, a Modern, Tech-Forward RIA They... ...with experienced, independent Financial Advisors who want to own and grow their practice... ...run your practice and own your client relationships. My client provides the platform, infrastructure...SeniorHigh net worthRemote work
Professions Inc
New York, NYa month ago $100k - $250k
Empirical Wealth Management in New York is seeking experienced Financial Advisors to enhance their practice. The ideal candidates will focus on high-net-worth clients and provide comprehensive investment and financial services. Responsibilities include onboarding new clients...High net worth- Citigold Client Advisor (Onshore Market) Apply (opens in new window) Job... ...training and exposure to senior leaders, as well as more traditional... ...with Citi Citi Global Wealth brings together the full power... ...on building enduring relationships, navigating complex financial...SeniorHigh net worthLocal areaImmediate start
- PwC in New York is seeking a Partner Tax Preparation Advisor Senior Associate to deliver personalized tax planning and compliance for high-... ...worth individuals and privately-owned businesses. You will build client connections, mentor others, and navigate complex tax...SeniorHigh net worth
- A leading wealth management firm in New York is looking for a Wealth Advisor to drive seamless investment experiences for clients. You will manage a portfolio of high-net-worth clients, delivering exceptional guidance and support while collaborating with internal teams....High net worth
$75k - $105k
Aldrich is seeking a Senior Client Services Specialist, Family Office to support ultra-high-net-worth client relationships in a remote work setting. Responsibilities include managing... ...ideal candidate has extensive experience in wealth management, particularly with RIA...SeniorHigh net worthRemote jobWork at office- Kforce Inc., a leading New York-based wealth management and tax advisory firm, seeks a Senior Tax Professional with 5+ years of experience. The role involves... ...corporate, and employee benefit tax returns and advising clients on tax strategies. It offers a hybrid in-office/...SeniorHigh net worthWork at officeWork from home
- ...to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...Responsible For: Supervise a team, foster strong client relationships, and collaborate closely with Partners in an...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
EisnerAmper
New York, NY1 day ago - ...autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager to join the Private Client Services (PCS) practice. We are looking for a dynamic... ...For: Supervise a team, foster strong client relationships, and collaborate closely with Partners in an entrepreneurial...SeniorHigh net worthTemporary workPrivate practiceWork at officeLocal areaRemote work
EisnerAmper
New York, NY3 days ago - UBS in New York's Midtown Manhattan branch seeks a Senior Registered Client Associate to provide exceptional service to ultra/high net worth clients, keep client data current, educate clients on account services, and assist with client meeting materials. You will gather...SeniorHigh net worth
- ...Employer is seeking a seasoned trusts and estates paralegal to support senior attorneys on complex estate, gift, and GST tax planning for high... ..., gifts, and ownership transfers. The role emphasizes hands-on wealth-transfer planning, with remote work flexibility across New York...SeniorHigh net worthRemote job
$160k - $220k
...Job Description Title: Tax Senior Manager, Private Client Group Department... ...the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key... ...clients preserve and transfer wealth efficiently....SeniorHigh net worthFull timeAnchin
New York, NY24 days ago$200k - $260k
...nationally recognized wealth management firm where... ...advise high-net-worth clients on sophisticated tax planning... ..., long-term client relationships. This Jobot Job is... ...viewed as strategic advisors and key contributors to... ...Job Details The Senior Tax Manager / Tax Principal...SeniorHigh net worthWork at officeLocal areaFlexible hours- ...In this position, you will engage with clients to understand their financial objectives... ...opportunities, retirement planning, and wealth management strategies. As a Financial Consultant... ...service and fostering long-term client relationships. If you are driven by results and have a...High net worth
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor for HNW Clients. Be the first to apply!
Related searches
- junior oracle financial functional consultant New York, NY
- oracle cloud financials consultant New York, NY
- senior wealth advisor New York, NY
- associate corporate finance New York, NY
- financial advisor development program New York, NY
- associate leveraged finance New York, NY
- patient financial counselor New York, NY
- financial planning assistant New York, NY
- jde finance consultant New York, NY
- senior financial advisor New York, NY