Senior Wealth Advisor - Private Wealth for UHNW Clients
Citi Group
Citigroup Inc. is seeking a Senior Wealth Advisor for Citi Private Bank/Citi Global Wealth in New York. You will provide comprehensive financial planning and investment advice to Citigold and Private Client segments, partnering with a Wealth team to meet the needs of affluent clients. You will develop new relationships, deepen existing ones, and coordinate with professionals across planning, insurance, and lending to deliver tailored solutions. #J-18808-Ljbffr Citigroup Inc.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - Private Wealth for UHNW Clients in New York, NY vacancy
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...relationships with both UHNW & HNW clients. Must have... ...years' experience in the wealth management industry as...SeniorPrivateAvior Executive Search, Inc
New York, NY1 day ago$150k - $200k
...to a new asset class: as a Senior Investment Advisor at Masterworks, you'll advise... ...Adviser that advises clients on fine art investment products... ...primarily from traditional wealth management backgrounds. Senior... ...advisor, wealth advisor, private client advisor), wealth...SeniorPrivateMasterworks
New York, NY20 days ago- ...We're partnered with a leading global wealth management firm dedicated to serving high... ...resources. About the Role: As a Private Wealth Advisor, you'll manage and grow relationships with high and ultra high net worth clients, drawing on institutional grade technology...SeniorPrivateFull time
The Forum Group
New York, NY7 hours ago - Citi CPC Client Advisor - Vice President in Singapore leads as a senior wealth advisor focused on Accredited Investors, building durable relationships and delivering tailored solutions. The role demands entrepreneurial drive and a commitment to the highest ethical standards...SeniorPrivate
- Citi Global Wealth in Greenwich, CT is seeking a Senior Wealth Advisor to deliver comprehensive financial and investment guidance to Citigold and Private Client segments. You will work with a Wealth team to meet the needs of affluent clients, leveraging leading investment...Senior
- Citi is hiring a Senior Wealth Advisor for the DMV market, based in Bethesda, MD. The role focuses on providing comprehensive financial and investment guidance to Citigold and Citigold Private Client segments. You will work with a Wealth team to meet the needs of affluent...Senior
- JPMorganChase is seeking a Vice President, Private Wealth Planner to join its Wealth Management team in New York. The role involves providing... ...financial planning and wealth management advice to clients and working collaboratively with the client service team. The...SeniorPrivate
- ...Northern Trust is seeking a Sr Relationship Advisor to manage sophisticated wealth management relationships and serve as a trusted advisor to clients and their families. You will coordinate with investment, banking, wealth planning, fiduciary, and other specialists to...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- Goldman Sachs Private Wealth Management is seeking a Private Wealth Advisor to build a client-centered business in New York. You will grow relationships as a trusted advisor, delivering holistic wealth management strategies with access to the firm's platform and network...Private
- Manning & Napier Advisors, LLC seeks a Financial Advisor (Financial Consultant) to serve existing clients while developing relationships across high net worth individuals, endowments... ...team and report to the President of Wealth Management in Pittsburgh, PA. This consultative...Senior
- Corient Private Wealth LLC. is seeking an Associate Wealth Advisor in Wayne, PA. This role involves supporting the Wealth Advisor in delivering exceptional services to clients and preparing financial plans and recommendations. The ideal candidate has 3-6 years of experience...Private
- ...experienced Talent Acquisition Partner for the Private Wealth Management team in the United States.... ...on identifying and attracting Wealth Advisor talent across the country, acting as a... ...career ambassador. You will partner with senior leaders to anticipate needs, develop sourcing...SeniorPrivate
$170k - $300k
...$300,000.00Category: Private Client Product Services, Executive... ...: CitiCiti Wealth is a leading provider... ...Private Bankers, Financial Advisors and Lending Advisors act... ...multi-family offices, senior corporate executives,... ...years’ experience in UHNW lending origination and...PrivateFull timeFor contractorsLocal areaCitigroup
New York, NY8 days ago- Bank of America Merrill Wealth Management seeks an experienced Financial Advisor to service Private Bank clients with tailored investment guidance and brokerage support. You will... ...emphasizes compliance, client service, and UHNW relationship growth. #J-18808-Ljbffr Bank of...Private
$225k - $275k
...Senior Human Resources Business Partner Over the last 2... ...Partner to support its Global Client Solutions (GCS) and Wealth Management Solutions (WMS)... ...will serve as a senior HR advisor to GCS and WMS leadership... ...the credit, real estate, private equity and infrastructure...SeniorPrivateTemporary workWork experience placementWork at officeLocal areaFlexible hoursAres Management Corporation
New York, NY2 days ago$81.9k - $135.1k
...by side with a range of clients from our most venerable... ...and Capital Markets, Wealth and Asset Management, Insurance... ...industry. As a senior analyst, you’ll collaborate... ...on hedge fund, private equity, and mutual fund... ...and status as a trusted advisor to maintain and further...SeniorPrivateSummer holidayLocal areaFlexible hoursEY (Ernst & Young)
New York, NY5 days ago- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management... ...contact with clients and their advisors regarding tax, trust, estate, and...SeniorFull timeLocal area
TWM Executive Search
New York, NY1 day ago - ...RIA that combines expert advisors with cutting-edge... ...comprehensive, tailored wealth management experience.Farther... ...innovators from the private wealth industry who possess... ...about helping their clients and our teammates... ...ultra-high-net-worth (UHNW) clients. You'll leverage...PrivateWork at office
Farther Advisors
New York, NY7 days ago - J.P. Morgan is seeking an experienced Private Banker to advise families in building, preserving and managing wealth within the U.S. Private Bank. You will use investments... ...credit and banking knowledge to advise current clients and acquire new assets. You’ll work with a...SeniorPrivateLocal area
- ...Top-tier wealth management firm seeks Senior Relationship Manager in New York to serve as primary point of contact for HNW/UHNW clients in providing full suite of investment and wealth management... ...contact with clients and their advisors regarding tax, trust, estate, and...SeniorLocal area
TWM Executive Search
New York, NY16 days ago $100k - $120k
...Senior Client Service Associate Successful, Growing $1B+ AUM Independent Wealth Management Firm Midtown Manhattan A successful, growing... ...s Degree ~6+ years of RIA, private wealth, or family office... ...service/operations experience ~ UHNW client experience and strong...SeniorPrivateWork at officeRemote workMonday to FridayGemHarvest Executive Recruiting
New York, NY4 days ago$250k
...UHWN Wealth Advisor Multi-Family Office Midtown Overview Dynamic, fast-growing Multi... ...and tax mitigation strategies for UHNW families. Key Responsibilities This... ...manage all aspects of ultra-high net worth client relationships Deliver comprehensive...Full timeWork at officeLeah Yosef International
New York, NY7 hours ago- ...Vontobel Asset Management, Inc. seeks a Senior Relationship Manager to cover US clients in the Northeast. You will own the... ...money while leveraging your HNW/UHNW client relationships and market... ...specialists to deliver integrated wealth solutions. A strong network and travel...SeniorPrivate
- ...About the job Senior Financial Advisor We are recruiting... ...the countrys largest private banks, this could be... ...- A global book of clients from $100MM - $2BBMM+... ...Capital Advisor and Wealth Advisor). - Ensure... ...Management working with HNW/UHNW individuals and families...SeniorPrivate
Norman Alex
New York, NY1 day ago $70k
Citi in Brooklyn, NY is seeking a Wealth Relationship Advisor to build and deepen client relationships, promote investment solutions, and drive new asset growth within Private Client Coverage. The role emphasizes financial planning, discovery, and compliant advisory processes...SeniorFull time- J.P. Morgan Chase in New York is seeking a Private Client Advisor within Chase Wealth Management to offer comprehensive financial planning and advice to individuals and families. The role focuses on delivering invested solutions and leveraging Chase referrals to deepen...
- ...Talent Acquisition Partner to join the Private Wealth Talent Acquisition Team. You will identify and attract Wealth Advisor talent for the Private Client business across the United States,... ...thoughtful candidate experience. Partner with senior leaders to forecast talent needs,...SeniorPrivate
- JPMorgan Chase & Co. in New York seeks a Private Client Advisor within Chase Wealth Management to deliver comprehensive financial planning and personalized investment solutions to individuals and families, helping them grow and protect wealth. You will foster strong client...
- iCapital is seeking a Senior Vice President / Vice President to join the Enterprise Wealth Client Management team focused on Wires & Private Banks in New York. This role will quarterback delivery of iCapital’s full suite of solutions, deepening client relationships and...PrivateRemote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor - Private Wealth for UHNW Clients. Be the first to apply!
Related searches
- associate corporate finance New York, NY
- morgan stanley financial advisor New York, NY
- senior financial advisor New York, NY
- financial advisor no experience New York, NY
- associate financial representative New York, NY
- oracle financial functional consultant New York, NY
- estate planning consultant New York, NY
- work from home financial advisor New York, NY
- entry level financial advisor New York, NY
- project finance associate New York, NY