Elite UHNW Private Banker & Wealth Strategy Partner
$200k - $300kJobleads-US
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic financial advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth clients, demonstrating exceptional communication and problem-solving skills.
This full-time role offers a salary range of $200,000 to $300,000, plus competitive benefits including medical coverage, 401(k), and wellness programs. Join Citi to make an impactful contribution in a diverse work environment.
#J-18808-Ljbffr Jobleads-US$200k - $300k
...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...Suggested- Goldman Sachs Group, Inc. in Los Angeles is seeking a Wealth Management Professional to leverage interpersonal skills and act as a key... ...include advising on financial needs and delivering tailored strategies. The ideal candidate has a Bachelor's Degree and experience in...Suggested
$200k - $300k
...The Banker SAFE Act is a strategic professional... ...approaches and strategies for the area.... ...businesses and sources of wealth generation.... ...connections to the Citi Private Bank.... ...Build relationships/partner with support groups... ...having covered the UHNW market / Extensive...SuggestedFull time- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have...Suggested
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships... ...in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates will have a track record in...Suggested
$120k - $130k
...closely with a team of senior wealth management professionals... ...and estate planning strategies. The ideal candidate is intellectually... ..., family office, or private banking serving UHNW clients. Strong... ...is part of Focus Financial Partners, a leading financial services...Work at officeLocal area- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking...
- BMO is seeking a seasoned professional to manage high net worth client relationships while leading credit strategies. The ideal candidate will have extensive experience in client service, sales, and credit qualifications. The role requires developing internal and external...
- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion. The position offers an opportunity for established advisors to transition to an equity partnership model, emphasizing client...
- Wells Fargo in Los Angeles is seeking a Senior Branch Premier Banker (SAFE) to manage relationships with affluent customers. This role focuses on proactive outreach, financial strategy development, and providing exceptional customer service. The ideal candidate will have...
- ...worth clients. The role involves managing investment accounts, conducting financial analyses, and developing tailored investment strategies. The ideal candidate should have 6-10 years of experience, strong financial knowledge, and excellent interpersonal skills. A Bachelor...
- ...Citi is seeking a strategic Banker SAFE Act in Los Angeles, California. This role involves identifying and advising high-net-worth clients... ...needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track...
- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
$70k - $200k
Citibank (Switzerland) AG is seeking a Senior Wealth Advisor in Beverly Hills, California, to provide a variety of financial services... ...accounts, conducting economic analyses, and developing financial strategies. Competitive salary range is $70,000 - $200,000, along with...- ...Angeles, CA. This unique role involves working closely with senior wealth management professionals to deliver comprehensive financial... ...financial analysis, and coordinate investment and estate planning strategies while thriving in a collaborative environment. Experience in...
$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Beverly Hills, California, to manage ultra-high-net-worth clients, providing strategic financial advice and comprehensive wealth management services. The position requires a minimum of 15 years in private banking...- Virtus Investment Partners, Inc is seeking an experienced Financial Planner to design personalized financial plans... .... Based in Century City, CA, you will partner with Wealth Advisors to navigate complex financial strategies and deliver comprehensive wealth management. The...
$180k - $254.8k
...with planning, personal philanthropy, and wealth transfer/tax minimization.... .... Develop holistic, integrated planning strategies implemented in concert with the clients’... ...advisors, attorneys, accountants, internal partners). Proactive and creative approach to problem...Work experience placementDay shift- ...highly motivated Senior Associate, Client Advisor to support a team of wealth management professionals. This role directly involves client servicing, financial analysis, and complex investment strategies aimed at ultra-high-net-worth clients. The ideal candidate has a...
- ...The Private Banker Sr. Principal is an internally and externally... ...approaches and strategies for the area. Responsibilities... ...and sources of wealth generation.... ...relationships with Business Partners, Colleagues and Staff.... ...Banking having covered the UHNW market / Extensive...
- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking...
- A wealth management firm in Los Angeles is seeking a seasoned Senior Client Advisor to manage relationships with ultra-high-net-worth clients. You will oversee diverse financial needs, collaborate across departments, and ensure exceptional client service. The ideal candidate...
- 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...
- Goldman Sachs in Los Angeles seeks Wealth Management Professionals to impact the financial success of high net worth clients. Responsibilities include managing client relationships, executing investment transactions, and providing tailored financial solutions. The ideal...
$60k - $120k
EP Wealth Advisors in Los Angeles is seeking a Wealth Advisor to deliver comprehensive services to clients and assist in business development through inbound leads. You will work with a collaborative team focused on client satisfaction and integrity. The ideal candidate...Flexible hours- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...Bank staff
$170k - $200k
A leading financial advisory firm in Los Angeles is seeking a Wealth Advisor at the SVP level. This role involves partnering with the team to address client needs, manage relationships, and deliver wealth management solutions. Ideal candidates have over 10 years of experience...$115k - $140k
...is a distinguished asset and wealth management firm with over $50... ...affiliate of Virtus Investment Partners, located in Hartford,... ...plans, estate reviews, and tax strategies for clients with net worths exceeding... ...) and ultra-high-net-worth (UHNW) clients, including tax,...Permanent employmentVisa sponsorshipFree visaFlexible hours$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...$115k - $140k
...is a distinguished asset and wealth‑management firm with over $50... ...for high‑net‑worth clients. Partner with Wealth Advisors in delivering... ...to discuss results and strategies for building and preserving multigenerational... ...) and ultra‑high‑net‑worth (UHNW) clients. Demonstrated...Permanent employmentVisa sponsorshipFree visaFlexible hours
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