Wealth Relationship Management Senior Analyst
6 days ago
Citi 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 portfolio of high net worth clients, providing personalized service and advice to meet their financial needs.
- Develop and maintain strong relationships with clients, understanding their financial goals and objectives.
- Collaborate with cross-functional teams to provide comprehensive financial solutions to clients.
- Stay up-to-date on market trends and economic conditions to provide informed advice to clients.
- Meet or exceed sales targets and revenue goals.
- 5-8 years of experience in wealth management or a related field.
- Strong analytical and financial skills, with the ability to analyze complex financial data and make informed recommendations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong problem-solving skills, with the ability to think critically and creatively.
- Ability to work in a fast-paced environment and meet deadlines.
- A competitive salary and bonus structure.
- A comprehensive benefits package, including medical, dental, and vision coverage.
- A 401(k) plan with company match.
- Opportunities for professional growth and development.
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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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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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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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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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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 Relationship Manager
3 weeks ago
New York, New York, United States Citigroup Inc Full timeJob SummaryCiti 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 ResponsibilitiesClient Relationship Management:...
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Senior Relationship Manager
1 week ago
New York, New York, United States Neuberger Berman Group LLC Full timeJob Title: Senior Relationship ManagerAs a key member of the Private Asset Management team at Neuberger Berman Group LLC, the Senior Relationship Manager plays a pivotal role in leading the overall relationship management strategy, approach, and execution across the PAM team's direct business. This includes a focus on the largest and most complex...
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Senior Wealth Manager
2 weeks ago
New York, New York, United States Avior Executive Search Full timeJob OverviewOur client, a leading Global Multi Family Office/ RIA, is seeking an experienced Senior Wealth Manager to join their team. As a key member of the organization, you will be responsible for building and maintaining relationships with high net worth clients worldwide.Key ResponsibilitiesDevelop and execute strategies to attract and retain ultra high...
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Senior Wealth Management Professional
4 weeks ago
New York, New York, United States Avior Executive Search, Inc Full timeSenior 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...
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Senior Relationship Manager
4 weeks ago
New York, New York, United States Neuberger Berman Group LLC Full timeSenior Relationship ManagerAs a key member of the Private Asset Management team at Neuberger Berman Group LLC, the Senior Relationship Manager plays a pivotal role in leading the overall relationship management strategy, approach, and execution across the PAM team's direct business. This includes a focus on the largest and most complex relationships, as well...
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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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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
3 weeks ago
New York, New York, United States Neuberger Berman Group LLC Full timeSenior Relationship ManagerAs a key member of the Private Asset Management team at Neuberger Berman Group LLC, the Senior Relationship Manager plays a pivotal role in leading the overall relationship management strategy, approach, and execution across the PAM team's direct business. This includes a focus on the largest and most complex relationships, as well...
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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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Senior Wealth Management Professional
3 weeks ago
New York, New York, United States Norman Alex Full timeAbout 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*...
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New York, New York, United States Guardian Life Full timeJob SummaryWe are seeking a highly skilled Wealth Management Business Implementation Analyst to join our team at Guardian Life. As a key member of our organization, you will play a critical role in implementing new platforms, features, and processes for wealth management. Your expertise will help us deliver top-notch digital experiences and customer...
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Senior Relationship Manager
1 week ago
New York, New York, United States iCapital Full timeSenior Relationship Manager - Asset ManagementiCapital is seeking a seasoned Senior Relationship Manager to join our Enterprise Solutions team, focusing on Asset Managers and General Partners. This role will play a pivotal part in maintaining and developing current relationships, as well as prospecting for new opportunities. As a senior-level, technical...
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Senior Relationship Manager for Asset Managers
2 weeks ago
New York, New York, United States iCapital Full timeJob Title: Senior Relationship Manager for Asset ManagersiCapital is seeking a seasoned Senior Relationship Manager to join our Enterprise Solutions team, focusing on Asset Managers and General Partners. This role will play a pivotal part in maintaining and developing current relationships, as well as prospecting for new opportunities. As a senior-level,...
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Senior Wealth Management Advisor
3 weeks ago
New York, New York, United States M&T Bank Full timeJob 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...