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- ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross... ...product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure exceptional...Suggested
- ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client... ...platforms. You will lead client strategies while ensuring compliance and top-...Suggested
$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- Mercer Advisors is seeking an exceptional Tax Partner - Regis to lead tax advisory services for ultra‑high net worth families. You will head engagements, coordinate with senior wealth advisors, and drive integrated tax planning across estates, gifts, and global structures...Suggested
- Citi Private Bank in Beverly Hills is seeking an Investment Counselor to build and manage relationships with ultra-high... ...cross-portfolio guidance. You will leverage internal partners to deliver comprehensive wealth solutions and market insights. The role requires extensive...Suggested
$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations... ...id: 26967525The Banker SAFE Act is a strategic... ...approaches and strategies for the area. **Responsibilities... ...and sources of wealth generation.*... ...Build relationships/partner with support groups in...Full time- ...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...
- 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...
- 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...
- ...Advisor to develop new custom credit relationships with strategic wealth clients, drive funded loan balance and revenue growth, and... ...portfolio of existing credit relationships. This client-facing role partners with Advisors, Underwriting, Risk, Product Subject Matter...
$212.5k - $250k
...complex, multi‑generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...seeking an exceptional Tax Partner - Regis - to serve as the... ..., and gravitas that UHNW families expect from their... ..., trustees, investment bankers, valuation...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours$212.5k - $250k
...complex, multi-generational wealth. Regis clients often... ...planning, estate strategy, tax strategy, and more... ...exceptional Estate Planning Partner - Regis to serve as a... ...judgment, and gravitas that UHNW families expect from... ...Prior experience in a private wealth department at an...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours- ...exceptional Estate Planning Partner - Regis to serve as a primary... ...advisor and team leader for UHNW families. You will drive complex... ...and coordinate with senior wealth advisors to deliver integrated... ...governance, and sophisticated tax strategies while growing Regis client...
- JPMorgan Chase & Co. in California seeks a Private Client Banker to deliver hospitality and premier banking solutions to affluent clients, managing their complete banking relationship across Chase. The role emphasizes proactive growth, client referrals, and collaboration...Weekend workAfternoon shift
- Rockefeller Capital Management is seeking a Team Wealth Planner within the Rockefeller Global Family Office to deliver white‑glove, high... ...across the advisory ecosystem. The role focuses on translating strategy into execution, managing planning workflows, and maintaining...Work at office
$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...- WFS Group is seeking a Senior Wealth Strategy Consultant to conduct 25-30 pre-scheduled Zoom consultations weekly with high-net-worth prospects generated through the client’s marketing engine. These are warm inbound conversations; the role emphasizes education and consultative...Remote job
- 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...
- ...regarding planning, personal philanthropy, and wealth transfer/tax minimization. Key... ...advisors, centers of influence, and internal partners, analyzing estate and financial information, and developing planning strategies. Job expectations include building expertise...Work experience placementWork at officeWork from homeShift workDay shift
- ...to proactively acquire affluent clients and deepen existing relationships with personalized banking and credit strategies. You will collaborate with Wealth, Home Lending, and Business Banking teams to deliver integrated financial solutions. You will champion digital adoption...
$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- ...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 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...
$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- 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...
- ...is a distinguished asset and wealth management firm with approximately... ...of Virtus Investment Partners, located in Hartford, Connecticut... ...research related to planning strategies, tax law, and regulations as... ...HNW) and ultra-high-net-worth (UHNW) clients, including tax,...Permanent employmentVisa sponsorshipFree visaFlexible hours
$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- Atoms is hiring a Senior Compensation Business Partner to lead global compensation strategy and execution as the company scales across 30+ countries and multiple business lines. You will partner with senior leaders and HRBPs, using data and judgment to tailor compensation...
$162.1k - $270.1k
...retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities:Leads the client relationship team and has overall...Full timeTemporary workWork experience placement- ...purpose.Think of us as financial partners, because at Columbia, we... ....About the Role:A Senior Wealth Advisor is an experienced financial... ...Client Service Specialists, Private Bankers, and Wealth Strategists. We... ...planning and investment strategies consistent with their individual...Full timeImmediate start
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