Wealth Relationship Manager - NYC High Net Worth
Citibank (Switzerland) AG
Citibank (Switzerland) AG in New York is seeking a Wealth Relationship Manager to cultivate and expand relationships with affluent clients. This role requires strong financial planning skills and the ability to provide tailored solutions that meet complex client needs. The ideal candidate will have 5-8 years of experience in financial services, excellent communication abilities, and compliance knowledge. Enjoy a full-time role with competitive salary and benefits. #J-18808-Ljbffr
- ...Mercer Advisors is seeking a Relationship Manager to join their Wealth Management Team in New York. This role involves delivering exceptional client service to ultra-high-net-worth clients, managing operational issues, and facilitating growth strategies. The ideal candidate...High net worth
- ...Mercer-Advisors is seeking a Relationship Manager to join the Wealth Management Team in New York. This role involves delivering exceptional service to ultra-high-net-worth clients while identifying growth opportunities and optimizing productivity across services. Responsibilities...High net worth
$279.6k - $350k
...A leading global bank in New York is seeking an Ultra High Net Worth Relationship Manager to acquire, maintain, and grow relationships with High Net Worth individuals. The ideal candidate will have at least 5 years in relationship management in banking, demonstrating a...High net worth$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...Advisors in delivering client service and supporting high-net worth clients. Working under moderate supervision, this job...High net worthWork experience placement$88.4k - $132.6k
...Job Description The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional... ...wallet share of the affluent and High Net Worth segment through the use of financial... ...Business Partners, Relationship Manager, etc.) Organize client events to enhance...High net worthFull timeWork at office$140k - $190k
...Position Summary Private Wealth Management Relationship Manager – Capital Partners, NewYork. This role serves as the primary client contact and portfolio manager for ultra‑high‑net‑worth clients, handling portfolio execution, client service and compliance. Key Responsibilities...High net worth$88.4k - $132.6k
## Wealth Relationship Manager –ManhattanApplylocations: New York New York United Statestime type: Full timeposted on: Posted Todayjob requisition... ...to gain incremental wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery...High net worthFull timeWork at office$88.4k - $132.6k
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management branch in New York, NY. This role demands 5-8 years of experience... ...abilities. You will build relationships with high-net-worth clients, provide comprehensive financial solutions, and...High net worth- ...immigration sponsorship for this position. The Wealth Relationship Manager works closely with the Wealth... ...build meaningful relationships with high value clients. Professionalism client... ...valuable relationships with high net worth client portfolios Expert knowledge in...High net worthLocal area
- ...BDO USA is seeking a Tax Manager for their Private Client Services team in New York. This role involves managing tax compliance and consulting services for high net-worth clients, reviewing tax returns, and providing feedback to team members. The ideal candidate must have...High net worth
- ...Mercer Advisors in New York seeks a Relationship Manager to provide exceptional client service to ultra-high-net-worth clients. This role includes delivering a world-class client experience, optimizing service productivity, and fostering client retention and growth strategies...High net worth
- Overview The Wealth Relationship Management (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge... ...to gain incremental wallet share of the affluent and High Net Worth segment through financial planning and strong discovery...High net worthWork at office
$110k - $135k
...Description As a Client Service Manager , ideal candidates will have a minimum of five... ...in the financial industry working with high net worth individuals and families and have an advanced... ...within Client Service Partner with Wealth Managers to understand their business and...High net worthWork at officeLocal areaMonday to FridayFlexible hours$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...Advisors to provide client service and support high‑net‑worth clients. Operate under moderate supervision while leading...High net worthWork experience placement- ...returns. Build and maintain strong relationships with high-net-worth clients and their families. Understand... .... Assist clients in transferring wealth to future generations efficiently and... ...financial advisors, and investment managers to coordinate comprehensive wealth management...High net worth
$80k
Talent is seeking a Client Manager for a well-funded wealth-tech startup in NYC. This fully onsite role involves engaging warm leads to sell financial services and building strong customer relationships. The ideal candidate should have 1+ years of sales experience, a motivation...$90k - $110k
...Morgan Stanley is looking for an Executive Relationship Manager in Jersey City, NJ. This role involves providing top-tier support to high-net-worth executives and ensuring they receive comprehensive financial solutions. The ideal candidate will have a strong background...High net worth$110k - $215k
...America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The role...High net worth- ...Join Neuberger Berman as a Senior Relationship Manager in New York. In this role, you'll lead relationship management strategies, focusing on high-net-worth clients. You will partner with portfolio managers, develop wealth strategies, and facilitate asset transitions...High net worth
$170k - $190k
...Trusts Attorney / Associate (NYC) Offit Kurman is seeking an... ...directives, etc.) Ability to manage day‑to‑day estate planning... ...Comfortable managing client relationships, gathering information, and... ...plans Some experience advising high‑net‑worth individuals and families on...High net worthPrivate practiceWork at office$250k - $300k
...Advisory/Client Portfolio Manager Location: New York, NY... ...investment firm in NYC that bridges the gap... ...research and bespoke wealth advisory. We are seeking... ...a primary steward for high-net-worth and institutional capital... ...for complex client relationships, guiding high-net-worth...High net worthShift work$150k - $180k
...commercial real estate banking activities. Source new customer relationship opportunities, including; New loans New deposits Cross... ...: Treasury products (e.g. swaps and caps); Cash Management; Private Banking; Wealth Management investment products. Analyze new loan opportunities...Bank staffWork at office- LHH is seeking a Trust & Estate Associate for a prestigious AmLaw NYC firm. This role involves advising ultra-high-net-worth individuals and families on trusts and estates planning, along with drafting tailored estate plans. You will work in a collaborative environment...High net worthWork at officeRemote workFlexible hours
$200k - $250k
...ownership—it’s our approach to business and relationships. We know that supporting your... ...is currently recruiting a Relationship Manager (RM) to join our multi‑family (MFO) team... ...you will serve as the point person for high‑net‑worth clients with at least $25 million of...High net worthWork at officeLocal area$25 - $30 per hour
...Assistant, High Jewelry - The Landmark, NYC Reports To: Team Manager, Private Client Job Purpose: Assistant,High Jewelry... ...and fostering exceptional client relationships in line with Tiffany & Co.'s... ...confidentiality while working with high net worth & VIP clientele. Act as a High...High net worthFlexible hours- ...Relationship Manager - HNW Tax & Family Office Services | NYC 10+ years of diversified high-net-worth tax experience within a CPA firm, multi-family office, single-family office, or... ...high-net-worth clients on tax planning and wealth management-related matters Proven...High net worthWork at office
- ...Recruitment Solutions is working with an AmLaw NYC firm that is seeking Private Client... ...below: · You will counsel ultra-high-net-worth individuals, families, and their entities... ...aspects of trusts & estates planning and wealth transfer strategies, serving as a trusted...High net worthTemporary workWork at officeLocal areaFlexible hours3 days per week
- ...Wealth Manager Opportunity In Private Banking Our client is one of... ...a Wealth Manager for their high-net-worth clients. The ideal candidate... ...-net-worth individuals in NYC, Fla, Boston, Pittsburgh, and... ...partners to identify relationship growth and asset retention...High net worth
$70k - $90k
...significant risk, workforce, wealth management and retirement... ...and maintaining relationships with both client and... ...ideally report to our NYC, Wall Street office on... ...consider remote options for highly qualified candidates... ...experience in High-Net-Worth Personal Lines and...High net worthWork at officeRemote work- ...We are seeking an experienced High Net Worth or Middle Market Personal Lines Account... ...working from home and 1 day in office in NYC. Please see qualifications below: Essential... ...of insurance for producer's accounts. Manages billing issues, and tracks cancellations...High net worthWork at officeWork from homeFlexible hours
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