Senior Wealth Relationship Advisor
Citi Group
Citigroup Inc. is seeking a Sr. Analyst for its Wealth Relationship Management team in New York. This role involves deepening client relationships to meet the complex financial needs of affluent clients through personalized solutions. The successful candidate will demonstrate strong analytical skills and have a proven track record in financial services. With responsibilities that include proactive client engagement, compliance adherence, and collaboration with product specialists, this position offers a dynamic environment aimed at enhancing client satisfaction and portfolio growth. Candidates must have a relevant degree and significant industry experience. #J-18808-Ljbffr Citigroup Inc.
- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Forest Hills, NY to deepen client relationships, deliver holistic financial planning, and drive wallet share among affluent clients. The role emphasizes high-touch service, thorough discovery, and proactive...Senior
- Citi's Wealth Relationship Management team seeks an Sr. Analyst to deepen client relationships and deliver holistic financial planning solutions in New York. The role requires senior-level expertise, strong communication, and deep regulatory knowledge. Responsibilities...Senior
$200k - $250k
Brown Brothers Harriman & Co. is seeking a Relationship Manager (RM) for their multi-family office team in New York. The RM will engage with high-net-worth clients, managing complex accounts and delivering exceptional client service. Ideal candidates should have over 1...SeniorWork at office$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- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst in New York. This seasoned professional will contribute to process improvements and lead client engagements to enhance relationships with affluent clients. The role demands strong analytical capabilities...Senior
- Citi is currently looking for a Wealth Relationship Manager in West Palm Beach, Florida. This role emphasises building strong relationships with affluent clients and requires a solid understanding of financial products to provide tailored solutions. The ideal candidate...SeniorFull time
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...SeniorFull timeWork at office$23.17 - $26 per hour
A regional commercial bank in New York seeks a Banking Center Relationship Banker 2 to deliver exceptional customer service and support the team in achieving sales and operational goals. The ideal candidate will have 3-4 years of customer sales/service experience with...SeniorHourly pay- Dormont Manufacturing Co is looking for a Financial Services Associate in Georgia. The role involves assisting with client portfolios, managing accounts, and conducting credit presentations. Candidates should have over 5 years of experience in financial servicing, detailed...Senior
$23.17 - $26 per hour
Webster Bank is looking for a Banking Center Relationship Banker 2 to provide exceptional services to our clients in New York. This role involves processing financial transactions, understanding customer needs to recommend appropriate products, and achieving sales targets...SeniorHourly pay- ...is built on the strength and depth of its client relationships - and those relationships start with financial advisors. That's why they are committed to investing in... ...+ years of experience in investment advisory or wealth management Proven, transferable book of business...SeniorWork at office
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing... ..., develop and retain full-service relationships with both UHNW & HNW clients. Must have... ...degree with 7+ years' experience in the wealth management industry as either a Financial...Senior$80k - $200k
...Overview Investor Relations - Senior Associate at Titan. Join our... ...Titan Titan is an award-winning wealth manager with a mission to... ...this by putting a human wealth advisor in every pocket. Historically... ...goal is to tech-enable the relationship between client and investment...SeniorFull time- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑...Senior
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the... ...families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client...SeniorTemporary workWork experience placement- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that... .... Responsibilities Responsible for client relationship cultivation and retention, inspiring confidence through demonstrated...Senior
- Northern Trust is a global leader in wealth management and related banking services, seeking a senior wealth planning professional... ...plans, collaborate with advisors, implement strategies, and mentor... ..., and proactive client relationship development within a high-net-...Senior
- ...financial advisory firm in New York is seeking experienced Financial Advisors to provide high-level advice and service to clients. The role... ...new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should...Senior
$98.1k - $210k
Bank of America in New York seeks a professional to manage fiduciary and investment management accounts for high-net-worth clients. This role involves providing fiduciary administration support, ensuring compliance, and identifying new business opportunities. The ideal ...Senior- A leading financial services organization in New York is seeking a Senior Wealth Advisor to develop client relationships and offer comprehensive financial planning services. The ideal candidate has 5-8 years of related experience and effective communication skills, along...Senior
$115k - $125k
...preferably with knowledge of alternative sales. Your role will involve developing strategies with market leaders, enhancing client relationships, and providing exceptional service, while thriving in a collaborative environment. A competitive salary between $115,000 to $125...- A financial services company is seeking a Senior Wealth Advisor to join their remote-first team. Candidates must have over 9 years of experience... ...assets under management. The role involves owning client relationships, driving acquisitions, and providing comprehensive...SeniorRemote job
- Bernstein Private Wealth Management seeks a Wealth Advisor to represent the firm within New York communities and grow a personalized practice around client segments you are passionate about. You will connect clients to Bernstein’s planning and investing expertise, acting...Senior
- Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
$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...Senior- TIAA is seeking a Wealth Management Advisor in New York to cultivate and manage a high‑net‑worth client book. You will deliver tailored investment strategies as a fiduciary and deepen client relationships by leveraging TIAA’s wealth capabilities. Role requires 5+ years...SeniorFlexible hours
- Mercer Advisors is looking for a Senior Wealth Advisor to deepen relationships with high net worth clients and grow their practice through referrals. The role focuses on providing tailored financial solutions with a dedicated Sales team. The ideal candidate should hold...Senior
- A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (CFP...Senior
$100k - $300k
...Position Profile Weaver Capital Advisors, LLC is seeking talented... ...provide comfort, and fostering relationships built on trust. Weaver Capital Advisors... ...an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly...SeniorBase plus commissionFlexible hours- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Relationship Advisor. Be the first to apply!
- associate financial representative New York, NY
- financial planning administrator New York, NY
- finance operations associate New York, NY
- financial planning consultant New York, NY
- patient financial counselor New York, NY
- financial advisor development program New York, NY
- financial advisor no experience New York, NY
- financial advisor wealth manager New York, NY
- international financial advisor New York, NY
- wealth advisor New York, NY

