Talent.com
Citi
Wealth Advisor, High Net Worth RelationshipsCiti • New York, NY, United States
Wealth Advisor, High Net Worth Relationships

Wealth Advisor, High Net Worth Relationships

Citi • New York, NY, United States
10 days ago
Job type
  • Full-time
Job description

Citi is seeking a Wealth Relationship Manager to strengthen client relationships and offer holistic financial solutions in New York. The role requires a minimum of 5-8 years of experience in financial services, along with strong analytical and communication skills. The Wealth Relationship Manager will work closely with high-value clients, ensuring compliance with regulatory norms while providing excellent service. This position offers a competitive salary and various benefits, including health insurance and a 401(k). #J-18808-Ljbffr

Create a job alert for this search

Wealth Advisor, High Net Worth Relationships • New York, NY, United States

Similar jobs

Associate Wealth Advisor (Remote) NYC

Advisor Business SolutionsNew York City, NY, United States
Remote
Full-time

Our client is a well-established RIA in New York City, NY that is currently experiencing growth.The firm is looking for a reliable and detail-oriented Associate Wealth Advisor who is looking for gr... Show more

 • Promoted

Senior Wealth Advisor

M&T BankNew York, NY, United States
Full-time

Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business.Consults and coordinates on the d... Show more

 • Promoted

Senior Wealth Investment Advisor, New Jersey

Wilmington TrustParamus, NJ, United States
Full-time

Investment Management Services.Provides comprehensive investment management services to Wealth Advisory Services clients.Operates within a professional team environment supporting the delivery of a... Show more

 • Promoted

Wealth Advisor - Remote

Thomas Talent NetworkNew York City, NY, United States
Remote
Full-time

Our client is seeking a driven Wealth Advisor to join a growing financial advisory platform.This role is ideal for advisors who want to leverage modern technology to serve clients and grow their bo... Show more

 • Promoted

Finacial Advisor

TradeJobsWorkForce10704 Yonkers, NY, US
Full-time

Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien... Show more

 • Promoted

PWM Private Wealth AdvisorJob Id2026-0010912LocationNew York, NY, United StatesPosting Start

US BankNew York, NY, United States
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

 • Promoted

VP/Wealth Advisor

AllianceBernsteinNew York, NY, United States
Full-time

The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside.Bernstein PWM is widely recognized for its distinctive, distinguished platform--o... Show more

 • Promoted

Senior Wealth Advisor

urgent recruitingNew York, NY, United States
Full-time

The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth management industry looks from a fintech lens.In this high-impact role, you will ... Show more

 • Promoted

Wealth Advisor

AprioNew York, NY, United States
Full-time

Join Aprio's Wealth Management team and you will help clients maximize their opportunities.Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Wealth Advisor to join their d... Show more

 • Promoted

Wealth Advisor - Brooklyn, NY

Citizens Financial GroupBrooklyn, NY, United States
Full-time

Citizens employs a group of experienced advisors that help individuals and families attain their financial goals.Our Wealth Advisors conduct thorough discoveries to understand a client's short- and... Show more

 • Promoted

Wealth Planner

Cerity PartnersNew York, NY, United States
Full-time

A Wealth Planner will provide comprehensive wealth management strategies consistent with our clients' goals and values.This colleague will support a Wealth Advisor in managing client relationships.... Show more

 • Promoted

UHNW Private Banker & Wealth Advisor

6AM City, LLCNew York, NY, United States
Full-time

Citi Private Bank seeks a strategic professional with deep expertise in wealth management to identify and grow client relationships in the UHNW segment.You will collaborate with product experts to ... Show more

 • Promoted

Wealth Advisor

The Misch GroupNew York, NY, United States
Full-time

We partner with a curated network of RIAs, Independent Broker Dealers, Wirehouses, Regional Firms, Multi Family Offices, Trust Companies and Boutique Wealth Firms across the United States.Our clien... Show more

 • Promoted

Wealth Advisor - Dime Community Bank

LPL FinancialBrooklyn, NY, United States
Full-time

LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients needs.This exciting opportunity at Dime Community Bank invites you to join our... Show more

 • Promoted

Sr Private Wealth Advisor

Valley National BancorpNew York, NY, United States
Full-time

Responsibilities include but are not limited to:.Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace.Manage cli... Show more

 • Promoted

Wealth Business Advisor I

SunTrust Investment Services, Inc.New York, NY, United States
Full-time +2

Develop and maintain a portfolio of financially complex and important revenue generating client relationships within the defined Business Owner segment within the Truist footprint.Utilize objective... Show more

 • Promoted

Relationship Manager, Wealth Advisory

Glenmede Trust CompanyNew York, NY, United States
Full-time

Relationship Manager, Wealth Advisory.For more than 65 years, Glenmede's independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth... Show more

 • Promoted

Wealth Financial Advisor

CAPTRUSTNew York, NY, United States
Full-time

Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a hol... Show more