Wealth Relationship Manager
3 weeks ago
Citi Global Wealth is seeking a seasoned professional to join our team as a Wealth Relationship Manager. In this role, you will be responsible for building and deepening relationships with affluent and high-net-worth clients, providing holistic financial solutions, and driving business growth.
Key Responsibilities- Client Relationship Management: Identify, build, and deepen relationships with clients to gain incremental wallet share and provide exceptional customer service.
- Financial Planning and Solutions: Anticipate clients' complex financial needs and offer tailored solutions through a wide range of products and services.
- Product and Service Knowledge: Develop in-depth knowledge of Citi's products and services to provide holistic financial solutions to clients.
- Business Development: Proactively source, acquire, and expand high-value customer relationships to drive business growth.
- Collaboration and Communication: Work closely with cross-functional teams to ensure seamless delivery of financial solutions and exceptional client experience.
- Experience: 5-8 years of experience in financial services, with a focus on wealth management and client relationship management.
- Skills: Strong analytical and financial skills, excellent communication and interpersonal skills, and the ability to work in a fast-paced environment.
- Education: Bachelor's degree or equivalent experience.
Citi offers a competitive salary, discretionary and formulaic incentive and retention awards, and a comprehensive benefits package, including medical, dental, and vision coverage, 401(k), life, accident, and disability insurance, and wellness programs.
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Title: Private Wealth Relationship ManagerAt 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...
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Private Wealth Relationship Manager
3 weeks ago
New York, New York, United States Bank of America Full timeJob Description:At 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 financial solutions...
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Private Wealth Relationship Manager
4 weeks ago
New York, New York, United States Bank of America Full timeJob 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...
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New York, New York, United States Citigroup Inc Full timeJob Title: Wealth Relationship Management Senior AnalystCiti is seeking a highly skilled Wealth Relationship Management Senior Analyst to join our team. As a key member of our Wealth Management team, you will be responsible for managing complex client relationships and providing exceptional service to our high net worth clients.Key Responsibilities:Manage a...
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Relationship Manager, Private Wealth Management
4 weeks ago
New York, New York, United States CIBC Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice and guidance to help them achieve their financial goals.Key ResponsibilitiesManage client...
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Relationship Manager, Private Wealth Management
3 weeks ago
New York, New York, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice and portfolio management services.Key ResponsibilitiesDevelop and...
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Relationship Manager, Private Wealth Management
1 month ago
New York, New York, United States CIBC Full timeAbout the RoleWe are seeking a skilled Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized investment advice and guidance to help them achieve their financial goals.Key ResponsibilitiesManage client...
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Wealth Management Senior Relationship Manager
4 weeks ago
New York, New York, United States Fidelity Investments Full timeJob 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...
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Senior Relationship Manager
4 weeks ago
New York, New York, United States Goldman Sachs Full timeAbout 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...
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Senior Relationship Manager
1 month ago
New York, New York, United States Goldman Sachs Full timeAbout Goldman Sachs Asset & Wealth ManagementAs a leading global investment manager, we help clients across the globe achieve their financial goals while fostering a culture of innovation, collaboration, and excellence.Our ImpactWe deliver innovative investment solutions through a global, multi-product platform that offers clients the advantages of working...
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New York, New York, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored investment advice and solutions to meet their financial goals.Key...
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Senior Relationship Manager
2 weeks ago
New York, New York, United States Goldman Sachs Full timeAbout Goldman Sachs Asset & Wealth ManagementAt Goldman Sachs Asset & Wealth Management, we help clients across the globe achieve their financial goals while fostering a culture of innovation, collaboration, and excellence. As a leading asset manager with over $2 trillion in assets under supervision, we offer a diverse range of investment solutions across...
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Wealth Relationship Manager
4 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryCitigroup Inc. is seeking a highly skilled and experienced Wealth Relationship Manager to join our team. As a key member of our Private Client Coverage group, you will be responsible for building and maintaining relationships with affluent and high-net-worth clients, providing them with tailored financial solutions and exceptional customer...
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New York, New York, United States CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our Private Wealth Management team. As a key member of our team, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored investment advice and solutions to meet their financial goals.Key...
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New York, New York, United States Fidelity Investments Full timeJob Summary:We are seeking a skilled and experienced Senior Relationship Manager to join our Wealth Management team at Fidelity Investments. As a key member of our team, you will be responsible for providing exceptional customer service to our most sophisticated and high-net-worth clients.Key Responsibilities:Manage a book of clients and deliver a...
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Wealth Planning Intern: New York, NY
3 weeks ago
New York, New York, United States Corient Private Wealth LLC Full timeUnlock Your Potential as a Wealth Planning Intern at Corient Private Wealth LLCAre you a motivated and ambitious individual looking to launch your career in wealth planning? Do you have a passion for helping high-net-worth individuals and families achieve their financial goals? Look no further than Corient Private Wealth LLC, a leading wealth management firm...
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Wealth Management Advisor
1 week ago
New York, New York, United States Truist Financial Full timeJob Title: Wealth Management AdvisorAt Truist Financial, we're seeking a highly skilled Wealth Management Advisor to join our team. As a key member of our wealth management team, you will be responsible for developing and deepening relationships with high net worth and ultra-high net worth clients.Key Responsibilities:Meet revenue growth, profitability, and...
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Private Wealth Manager
1 month ago
New York, New York, United States Capital Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Private Wealth Advisor to join our team at Capital Group. As a Private Wealth Advisor, you will work directly with high-net-worth individuals and families to create customized plans for protecting and growing their wealth across generations.Key ResponsibilitiesIdentify and cultivate new business...
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Wealth Management Advisor
6 days ago
New York, New York, United States Bank of Montreal Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Management Advisor to join our team at Bank of Montreal. As a key member of our wealth management team, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key ResponsibilitiesDevelop and implement...
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Wealth Management Professional
4 weeks ago
New York, New York, United States Bank of America Full timeJob Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through a personal relationship with their advisory team.We believe trust comes from transparency. Our advisory...