Affluent Wealth Relationship Lead
Citibank (Switzerland) AG
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Burbank, California, to manage affluent client relationships and provide tailored financial solutions. Successful candidates will have strong analytical skills and a minimum of five years' experience, along with required FINRA registrations. The role involves proactive client engagement, adherence to compliance regulations, and collaboration with team members to enhance service delivery. Competitive salary and employee benefits are included, emphasizing career growth and professional development. #J-18808-Ljbffr
$200k - $225k
001 The Northern Trust Company is looking for a Wealth Strategist in Los Angeles. This senior business development role involves cultivating relationships with ultra-high net worth individuals and families. The ideal candidate will have 10+ years of experience, in-depth...Suggested$127.93k - $170.57k
353 CGPCS CG Private Client Svc in Los Angeles seeks a Private Client Relationship Manager responsible for managing day-to-day operations of the Private Wealth Advisor's practice. In this role, you will enhance client experiences and support retention and growth while ensuring...SuggestedPrivate practice- ...Recruitment Group is seeking an advisory expert to manage high-value relationships with Ultra High Net Worth individuals. This role offers... .... The successful candidate will possess strong connections in wealth management and demonstrate a proven track record in managing HNW...Suggested
- ...Cerity Partners Management LLC is seeking a Wealth Advisor in Los Angeles to serve as a key relationship manager and develop personalized wealth planning strategies. This role involves onboarding new clients, leading client meetings, collaborating across departments,...SuggestedFlexible hours
- ...J.P. Morgan Wealth Management - Vice President - Private Wealth... ...Wealth Planning can bring to a relationship and work with them to develop... ...individuals and families ranging from affluent to high- and ultra-high net... ...entries. About Us Chase is a leading financial services firm,...SuggestedWork at office
$19 - $22 per hour
...Customer Service Lead We are seeking a friendly and professional with Inside Sales... ...techniques to develop rapport and build relationships with customers Document all customer... ...comprehensive virtual parent workshops provide a wealth of resources and guidance on a wide...Hourly payFlexible hours- ...CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior Wealth Advisor for its offices in Century City or Pasadena, CA. The role... ...personalized financial strategies while managing client relationships. Ideal candidates will have at least 8 years in financial services...Flexible hours
$125.4k - $181.88k
...Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in helping high net worth clients achieve long-term financial... ...within a dedicated client team, building lasting relationships with a dedicated book of high net worth Empower clients....16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$185k - $300k
...Custom Credit Banker Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services. We offer a full range... ..., strategic thinking, and exceptional relationship management and consultative sales skills. The...Ongoing contractWork experience placementImmediate start- ...Fifth Third Bank, N.A. is seeking a Senior Wealth Strategist in Los Angeles, California, responsible for developing and delivering customized wealth strategies for high net worth clients. The role emphasizes collaboration with Private Bank teams and requires a strong...
$182.7k - $339.3k
...M&T Bank is seeking a leader for Wealth Management in Los Angeles. This position requires a Bachelor's degree and... ...with a focus on managing team performance and client relationships. The ideal candidate will lead client interactions, ensuring service efficiency, and...$127.93k - $170.57k
...Capital-Group-1 is seeking a Private Client Relationship Manager in Los Angeles to manage daily operations and ensure sales goals align with exceptional client experiences. This role requires outstanding financial industry knowledge and sales skills, driving retention...- ...Mercer-Advisors is seeking a Relationship Manager I in Los Angeles, CA to ensure service excellence across Wealth Management. This strategic, client-facing role partners with Wealth Advisors to oversee service delivery and enhance client experiences. The position offers...
- ...DBS Bank is hiring a Private Funds Sector Relationship Manager in Los Angeles, California. This role involves managing relationships with global private equity and credit firms, developing business opportunities, and ensuring compliance with regulations. The ideal candidate...
- Primary DetailsTime Type: Full time Worker Type: Employee Lead Claims Relationship Management Location: USA -Boston, MA, Plano, TX, Los Angeles, CA Work Arrangement: Hybridif within 50 miles radius from office; also open to Remote The salary range for...Full timePart timeWork experience placementWork at officeRemote workWork from home
- ...East West Bank is looking for a Cross Border Relationship Manager with a strong focus on Cross Border banking and opportunities in traditional C&I banking. The role involves managing a diverse client portfolio primarily targeting the Greater China Markets. The ideal candidate...
- ...outstanding talent. It all begins with you. Wealth & Investment Management (WIM) is one of the United States' leading providers of financial and investment services... ...specialists leverage resources, valuable research, relationships, custom solutions, and highly tuned...Full timeWork experience placementWork at officeImmediate start
$300k
...responsible for: Launching a private wealth team of 2-4 advisors within your city... ...Basquiat, and others rotating through it Leading and attending an event every evening,... ...or alternative investments, or similar relationship-driven roles ~ Proven track record of...Afternoon shift$106.2k - $157.2k
...Sunflower Financial Inc. is seeking a full-time Wealth Management Advisor II for our Los Angeles, CA location. This role requires collaborating to maintain a high-net-worth client base and managing client portfolios. Competitive salary between $106,200 to $157,200 based...Full time$300k
...be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing... ..., and others rotating through it Leading and attending an event every evening,... ...or alternative investments, or similar relationship-driven roles Proven track record of building...Afternoon shift- ...role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your... ...desirable. This position is vital for nurturing long-term client relationships and achieving substantial business results. #J-18808-Ljbffr Aumni
- ...Beverly Hills, CA, who will actively identify prospects, build relationships, and serve as a trusted financial advisor. The ideal candidate... ..., ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and...
$19 - $22 per hour
...practices in customer service techniques to develop rapport and build relationships with customers Document all customer interactions Attend... ..., PEBSAF's comprehensive virtual parent workshops provide a wealth of resources and guidance on a wide range of topics, from...Hourly payWork at officeFlexible hours- ...Flexible schedule Opportunity for advancement CUSTOMER SERVICE LEAD Benefits/Perks Competitive Compensation + productivity... ...in customer service techniques to develop rapport and build relationships with customers Document all customer interactions Attend...Flexible hours
$75k - $110k
...A leading financial services firm is seeking a Priority Relationship Manager in Los Angeles to deliver exceptional service to clients and build strong relationships. The role requires 1+ years of experience in financial services and relevant registrations. The company...- ...City National Bank in Los Angeles is seeking a Manager National Specialty Wealth Assets to manage and implement the strategic vision for all specialty assets held in trusts and estates. Responsibilities include oversight of a nationwide portfolio of real estate assets...
$168k - $205k
...Zions Bancorporation is seeking a Private Banking Relationship Manager in Los Angeles, CA. This role requires managing new and existing client relationships, along with generating, retaining, and expanding business across various financial products. Candidates should...$122.4k - $228k
...The Bank of Montreal is seeking a seasoned professional to manage client relationships in Los Angeles. The ideal candidate will have over 10 years of experience in relationship management, capable of driving high-value transactions and credit approvals while ensuring client...$19 - $23.12 per hour
...fair treatment within the organization that we expect Team Members to share externally with every guest Maintain positive working relationships with all Team Members and managers Work as a contributing member of a team External Relationships WOW our guests every day by...Hourly payShift work- A leading memorial service provider in Glendale, California, is seeking a compassionate Sales Representative. This role focuses on lead generation through outbound calls and building relationships with client families. Candidates must be bilingual in Mandarin, with at...Remote job
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