Senior Wealth Manager

Senior Wealth Management Consultant Opportunity at Capital GroupCapital Group Private Client Services, a leading firm in wealth management, is on the lookout for seasoned wealth management consultants to enhance their team. As a Senior Wealth Management Consultant, your primary focus will be on attracting new high-net-worth clients, formulating strategic...

Job Title: Senior Wealth AdvisorJob Summary:We are seeking a highly experienced Senior Wealth Advisor to join our team at Avior Executive Search, Inc. as a Senior Wealth Advisor. This is a unique opportunity to work with a well-established and expanding International Private Bank with a well-established RIA in multiple locations in the U.S.Key...

Senior Wealth Advisor OpportunityBoutique International RIA seeks a seasoned Senior Wealth Advisor to join their New York office. This role will focus on high net worth and ultra-high net worth clients in the U.S. domestic market.Key ResponsibilitiesMinimum 7+ years of experience in a private bank or RIA environment.Independently manage and onboard new...

Role Overview:As a Senior Client Advisor at M&T Bank, you will collaborate with Wealth Advisors and other members of the internal client team to address the distinct requirements of our ultra-high net worth (UHNW) clientele.Key Responsibilities:- Partner with Wealth Advisors to create and implement tailored wealth management strategies for UHNW clients.-...

Job Opportunity: Senior Wealth Management Relationship ManagerAbout Avior Executive Search, Inc: Avior Executive Search, Inc is a leading provider of executive search services to the financial industry.Job Summary: We are seeking a highly experienced Senior Wealth Management Relationship Manager to join our client's team. The ideal candidate will have a...

About the Job**Senior Private Banker - New York**Our client, a leading independent wealth management boutique, is seeking a seasoned professional to expand their presence in existing regions or develop new markets.**Key Responsibilities:*** Advise international ultra-high net worth clients on investment management, private assets, and family office services*...

Job OpportunityWe are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Fintech Wealth Management Registered Investment Advisory (RIA) firm.Key Responsibilities:Provide comprehensive wealth management services to high net worth individuals and families.Develop and implement customized investment management...

Job SummaryAs a Senior Client Advisor at M&T Bank, you will work closely with the President of Family Wealth, Eastern Region to deliver exceptional service to our ultra-high net worth clientele. Your primary responsibility will be to manage our most complex and largest client relationships, ensuring their unique needs are met with precision and care.Key...

Senior UHNW Relationship ManagerOur client, a Global Multi Family Office/ RIA with headquarters in Europe, is seeking a seasoned professional to join their team as a Senior UHNW Relationship Manager. With over 15B AUM and growing, this firm is a leader in the Ultra High Net Worth Space.The ideal candidate will have a proven track record of catering to this...

Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide tailored investment advice and...

Senior Wealth Advisor OpportunityChilton Trust is seeking a seasoned Senior Wealth Advisor to join our team of experienced professionals. As a key member of our firm, you will be responsible for delivering exceptional client service, building strong relationships, and driving business growth.Key Responsibilities:Provide tailored investment advice and...

Job OverviewFidelity Investments is seeking a skilled Wealth Management Senior Relationship Manager to join our team. As a key player in our Wealth Management division, you will be responsible for providing exceptional customer service to our most sophisticated and high-net-worth clients.Key ResponsibilitiesManage a book of clients and deliver a white-glove...

About the RoleCitigroup Inc. is seeking a highly skilled and experienced Senior Wealth Advisor to join our team. As a Senior Wealth Advisor, you will be responsible for providing comprehensive financial and investment advice to our clients, utilizing your expertise in financial planning and wealth management.Key ResponsibilitiesBuild relationships with new...

About Goldman Sachs Asset & Wealth ManagementWe are a leading asset manager with over $2 trillion in assets under supervision, providing clients across the globe with innovative investment solutions. Our team is passionate about our craft, our clients, and building sustainable success.Job SummaryWe are seeking a Senior Relationship Manager to join our Client...

Job SummaryWe are seeking a highly skilled and experienced Executive Assistant to provide administrative support to the Head of Wealth Management. The successful candidate will be responsible for managing complex tasks, coordinating projects, and ensuring the smooth operation of the Wealth Management division.Key ResponsibilitiesRepresent Citizens Bank and...

Senior Private Banker - OpportunityOur company, Norman Alex, is a leading wealth management boutique operating in the global market, serving international ultra high net worth clients across various regions. We provide a range of services including investment management, private assets, and family office services. This is an exciting opportunity for a senior...

Role Overview:As a pivotal member of our team, you will collaborate with Wealth Advisors and other internal stakeholders to address the distinct requirements of M&T Bank's ultra-high net worth (UHNW) clientele.Key Responsibilities:- Work in tandem with Wealth Advisors to create and implement tailored wealth management strategies for UHNW clients.- Foster...

Role Overview:As a pivotal member of our team, you will collaborate with Wealth Advisors and other internal stakeholders to address the distinctive requirements of M&T Bank's ultra-high net worth (UHNW) clientele.Key Responsibilities:- Work in tandem with Wealth Advisors to formulate and implement tailored wealth management strategies for UHNW clients.-...

Job Title: Head of Wealth Management MarketingJob Summary:The Head of Wealth Management Marketing will be responsible for developing and executing a comprehensive marketing strategy for the Wealth Management division. This role will involve collaborating with senior leadership, product development teams, and sales departments to create compelling marketing...

Job DescriptionAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Private Wealth Relationship Manager, you will play a critical role in building and maintaining strong relationships with our high net worth clients, providing them with tailored investment solutions...