UHNW Credit Advisor - Global Wealth Mgmt
$126.4k - $267.5kDormont Manufacturing Co
Dormont Manufacturing Co in Beverly Hills, California, is seeking a Credit Advisor to develop and manage customized credit relationships with ultra-high-net-worth clients. The role involves leading the credit delivery process, partnering with various stakeholders to ensure a seamless client experience. Applicants should have over 10 years of experience in commercial credit and possess strong communication skills. The position offers a competitive salary range of $126,400 - $267,500 annually, along with discretionary incentives and comprehensive benefits. #J-18808-Ljbffr Dormont Manufacturing Co
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the UHNW Credit Advisor - Global Wealth Mgmt in Beverly Hills, CA vacancy
$126.4k - $267.5k
Job Description The Credit Advisor (CA) is a client-facing role responsible... ...relationships with strategic wealth clients, driving funded loan... ...quality within the defined Global Wealth and Investment Management... ...credit skills (commercial / UHNW) Organized and can handle/...SuggestedShift workDay shift- ...Credit Officer, Global Wealth & Investment Management Los Angeles, California;Beverly Hills, California; Newport Beach, California To proceed... .../Credit Officer acts as an extension of the Credit Advisor. The Specialist is responsible for actively developing and...SuggestedWork at officeFlexible hoursShift workDay shift
Bank of America
West Hollywood, CA2 days ago $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$200k - $300k
...clients’ businesses and sources of wealth generation. Anticipate... ...implications. Serve as a trusted advisor to clients who frequently seek... ...developments and current global market conditions. Present... ...Private Banking having covered the UHNW market / Extensive experience...Suggested- A highly regarded and established wealth management firm is looking to expand their US presence... ...highly qualified and experienced Wealth Advisor to join their growing team across key... ...with an existing portfolio of HNW/UHNW clients Delivering tailored financial planning...Suggested
$200k - $300k
...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, proficiency in investment products, and Series...- ...and make an impact. Join us! The GWIM Credit Product Specialist/Credit Officer acts as an extension of the Credit Advisor. The Specialist is responsible for actively... ...Lending & Margin) to Financial Advisors existing wealth management clients and prospects. These...Work at officeFlexible hoursShift workDay shift
- 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...
- Citi is seeking a Financial Advisor in Los Angeles, California, to provide a wide range of financial services to ultra-high-net-worth clients. The role involves managing investment accounts, conducting financial analyses, and developing tailored investment strategies. The...
$90k - $115k
Oaktree Capital Management, L.P. is seeking a Treasury Specialist in Los Angeles to manage daily treasury operations and banking activities. The position requires a Bachelor's degree in Finance or similar field and 2-4 years of related experience. The ideal candidate will...$200k - $300k
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...Full time$68k - $120k
...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members... .... Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of...Full timeTemporary work$68k - $120k
...position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, this role... ...talents. Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of...Temporary workWork experience placementLocal areaPowerToFly
Beverly Hills, CA5 days ago$175k - $225k
...America, the position also involves assisting other colleagues globally on international/cross‑border projects. Responsibilities Execute... ...Coordinate and execute the due diligence process with external advisors, including lawyers, accountants and consultants, and perform...Work experience placementWork at office$150k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time... ...continuously changing tax world, both locally and globally. To really stand out and make us fit... ...lead the way as technology-enabled tax advisors who provide benefits through...Full timeH1bLocal areaOverseasPwC
Los Angeles, CA5 days ago$118k - $170k
...District. Role Overview As a Private Wealth Associate for Masterworks Advisers, you... ...at our evening gallery events, engaging UHNW prospective clients in-person, and owning... ...: you will work alongside Senior Advisors toward shared gallery AUM targets, contributing...Afternoon shiftMasterworks
Beverly Hills, CA3 days ago- ...Manhattan West Enterprise Company ("Manhattan West") is seeking a Wealth Advisor to join our Private Wealth team. This is an excellent... ...portfolios, as well as comprehensive wealth management services to a global client base spanning 36 U.S. states and 28 countries. POSITION...Local area
Manhattan West Enterprise Company LLC
Los Angeles, CA1 day ago - ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client... ...administrative support to Private Client Advisors within Wealth Management. Job responsibilities... ...the diverse talents they bring to our global workforce are directly linked to our success...
- U.S. Bank in Los Angeles is seeking an experienced investment manager to oversee individual and trust accounts in Private Wealth Management. This role demands a blend of financial acumen and relationship-building skills, focusing on client retention and portfolio growth...Work at office3 days per week
- CAPTRUST is looking for a Wealth Solutions Insurance Manager to support financial advisors with wealth management solutions focused on life insurance and annuities. The role involves leading insurance strategy, managing relationships with external partners, and ensuring...
$116.2k - $212.9k
...your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever... ...to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate, Hospitality and...Work experience placementSummer holidayLocal areaFlexible hoursEY
Los Angeles, CA4 days ago$250k
Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra High Net Worth clients. The role involves establishing and maintaining relationships with clients, understanding their financial needs, and delivering tailored investment solutions...- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held... ...new client relationships, with a focus on family offices and a global limited partner base. Applicants for the Senior Wealth Advisor...
- 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...
$171.7k - $260k
A global banking institution is seeking a Senior Credit Advisor in Los Angeles, responsible for identifying, structuring, negotiating, and underwriting credit opportunities. The role demands extensive experience with various credit products and client-facing skills, particularly...Full timePart time$90k - $115k
Our CompanyOaktree is a leader among global investment managers specializing in alternative investments, with over $200 billion in assets... ..., value-oriented and risk-controlled approach to investments in credit, private equity, real assets and listed equities. The firm has...For contractorsLocal areaWorldwideFlexible hours$210k
Netflix, Inc. seeks a Treasury Manager in Los Angeles to oversee global treasury operations. You will manage cash forecasting, banking partnerships, and support cross-functional teams with treasury services. The ideal candidate has 5-8 years of experience, a degree in...Flexible hours$68k - $120k
...exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As senior members... ...Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds...Full timeTemporary work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to UHNW Credit Advisor - Global Wealth Mgmt. Be the first to apply!
