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US Browse · Los Angeles · Wealth Manager

Wealth Manager in Los Angeles

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Managing Director, Investment Counselor, Beverly Hills
Citi
Beverly Hills, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
**
15+ years investment experience
Ultra-high net worth client management
Advanced judgment and quantitative analysis
The role focuses on building and managing relationships with ultra-high net worth clients to optimize their investment needs
New arrival·2 days ago
Managing Director, Investment Counselor, Los Angeles
Citi
Los Angeles, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
15+ years investment experience
Ultra-high net worth client management
Portfolio advice and execution
The role involves serving as a primary trusted advisor to over 10,000 ultra-high net worth clients with a minimum net worth of $25 million
New arrival·2 days ago
Wealth Relationship Manager Safe Act - Irvine
Citi
Irvine, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
Not specified (assumed to be hybrid based on typical financial services roles)
+8y experience
5-8 years of experience in wealth management
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through holistic financial solutions
New arrival·2 days ago
Wealth Relationship Manager Safe Act - Temple City
Citigroup
Temple City, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
Not specified
+8y experience
5-8 years of experience in wealth management
Strong analytical and financial skills
Series 6, 63, and 65 or series 7 and 66 registration
The role focuses on identifying and deepening relationships to gain wallet share within the affluent and High Net Worth segments through holistic financial solutions
New arrival·2 days ago
Managing Director, Private Banker, Orange County
Citi
Costa Mesa, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
Not specified
15+ years of private banking experience
Proven track record in relationship selling
Experience with uhnw market clients
The role involves managing a team of senior professionals while serving as a trusted advisor to ultra-high-net-worth individuals
New arrival·2 days ago
Managing Director, Private Banker, Beverly Hills
Citi
Beverly Hills, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
**
15+ years of private banking experience
Uhnw market coverage expertise
Client relationship selling track record
The role requires a subject matter expert who influences industry practices and develops new techniques to impact organizational results
New arrival·2 days ago
Managing Director, Private Banker, Los Angeles
Citi
Los Angeles, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
15+ years private banking experience
Ultra-high-net-worth market coverage
Client relationship selling track record
The role requires a subject matter expert to influence business strategies and develop new techniques impacting the organization's results
New arrival·2 days ago
Citi Wealth At Work - Deposits And Treasury Management Specialist
Citi
Beverly Hills, California, United States
Full time
Base: $182,400.00 - $273,600.00; bonus/equity: dis...
**
+10y experience
10 years cash management experience
Consultative sales approach
Treasury management product knowledge
This role involves partnering with Wealth Banker teams to generate new business from law firm and professional services clients
New arrival·2 days ago
Wealth Relationship Manager Safe Act - Norwalk And Whittier
Citi
Whittier, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
Not specified (assumed in-office based on the role's responsibilities).
+8y experience
5-8 years of experience in wealth management
Strong analytical and financial skills
Excellent verbal and written communication
The role requires identifying and deepening relationships to gain incremental wallet share from the affluent and High Net Worth segments
New arrival·2 days ago
Wealth Relationship Manager Safe Act
Citi
Los Angeles, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent discovery and profiling skills
The role involves identifying, building, and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share
New arrival·2 days ago
Wealth Relationship Manager Safe Act
Citi
Los Angeles, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Verbal and written communication skills
The role involves identifying and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through financial planning
New arrival·2 days ago
Wealth Relationship Manager Safe Act
Citi
Los Angeles, California, United States
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
On-site
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying and deepening relationships with affluent and High Net Worth clients to gain incremental wallet share through holistic financial solutions
New arrival·2 days ago
Managing Director, Private Banker, Los Angeles
Citi
Los Angeles, California, United States
Base: $250,000 - $500,000; bonus/equity: discretio...
On-site
15+ years of private banking experience
Proven track record in relationship selling
Experience covering uhnw market clients
The role requires a subject matter expert who influences business approaches and develops new methodologies to impact organizational results
New arrival·2 days ago
Managing Director, Private Banker, Beverly Hills
Citi
Beverly Hills, California, United States
Base: $250,000 - $500,000; bonus/equity: discretio...
On-site
15+ years of private banking experience
Proven track record in relationship selling
Extensive uhnw market coverage experience
The role requires a subject matter expert who influences business practices and develops new methodologies to impact organizational results
New arrival·2 days ago
Managing Director, Private Banker, Orange County
Citi
Costa Mesa, California, United States
Base: $250,000 - $500,000; bonus/equity: discretio...
**
15+ years of private banking experience
Uhnw market coverage expertise
Senior client relationship selling
The role involves managing a team of senior professionals while serving as a trusted advisor to Ultra-High-Net-Worth clients
New arrival·2 days ago
Citi Wealth At Work - Deposits And Treasury Management Specialist
Citi
Beverly Hills, California, United States
Base: $182,400.00 - $273,600.00; bonus/equity: dis...
**
+10y experience
10 years cash management experience
Consultative sales approach
Treasury management product knowledge
The role involves consulting with law firms to deliver integrated banking, treasury management, and deposit product solutions
New arrival·2 days ago
Senior Premier Banker - La Cienega Corridor
Wells Fargo
Inglewood, CA, US
Full time
Base: $37.00 - $65.50 ph; bonus/equity: incentive ...
Senior
4+ years customer service experience
3+ years relationship building
Proactive client acquisition skills
This role serves as the primary financial partner for affluent customers, delivering comprehensive multi-product guidance across life stages
4 days ago
Senior Wealth Strategist
Fifth Third Bancorp
Los Angeles, California, US
Full time
Base: $121,900.00 - $262,100.00 usd annual; bonus/...
Senior
High net worth client acquisition
Complex estate and tax planning
Multi-generational wealth strategies
The role serves as the primary Wealth Planning expert responsible for managing relationships with high net worth prospects and clients having over $10 million in investable assets
4 days ago
U.s. Private Bank - Private Banker - Vice President Or Executive Director
JPMorgan Chase
El Segundo, CA, United States
Not specified; not specified; not specified
On-site
Six plus years of work experience in private banking
Proven sales success and strong business acumen
Strong community presence with established network
The role involves advising families on building, preserving, and managing their wealth through a holistic goals-based planning approach
5 days ago
J.p. Morgan Wealth Management - Market Director Of Wealth - Long Beach, Ca
JPMorgan Chase & Co.
Long Beach, CA, United States
Not specified; not specified; not specified
On-site
5 years of advisor management experience
Valid finra series 7 license
Valid finra series 66 license
This role involves leading a team of Financial Advisors to deliver exceptional investment solutions and customer experiences
5 days ago
U.s. Private Bank - Private Banker - Vice President Or Executive Director
JPMorgan Chase & Co.
El Segundo, CA, United States
Not specified; not specified; not specified
On-site
Six plus years of work experience in private banking
Series 7, 66 and insurance licenses required
Proven sales success and strong business acumen
The role involves advising families on building, preserving, and managing their wealth through a holistic goals-based planning approach
5 days ago
J.p. Morgan Wealth Management - Market Director Of Wealth - Long Beach, Ca
JPMorgan Chase
Long Beach, CA, United States
On-site
5 years advisor management experience
Active finra series 7 license
Active finra series 66 license
The role involves leading a team of Financial Advisors to deliver exceptional customer experiences and meet high standards of service
5 days ago
Wealth Relationship Manager Safe Act - Fountain Valley
Publix Serving (Civica)
Los Angeles, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
+8y experience
5-8 years of professional experience
Strong analytical and financial skills
Series 6 series 63 and 65 registration
The role focuses on identifying and deepening relationships to gain incremental wallet share within the affluent and High Net Worth segments
9 days ago
Wealth Relationship Manager Safe Act - Temple City
Publix Serving (Civica)
Temple City, California, United States
Full time
Base: $83,920.00 - $125,880.00; bonus/equity: disc...
+8y experience
5-8 years of wealth management experience
Strong analytical and financial skills
Excellent verbal and written communication
The role involves identifying and building deep relationships with affluent and High Net Worth clients to gain incremental wallet share through comprehensive financial planning
9 days ago
Managing Director, Private Banker, Beverly Hills
Work From Home With CiCi
Beverly Hills, California, United States
Full time
Base: $250,000 - $500,000; bonus/equity: discretio...
15+ years of private banking experience
Proven track record in uhnw market
Team leadership and sales coaching
The role involves managing a team of senior professionals to grow existing client business and acquire Ultra-High-Net-Worth individuals
9 days ago

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Wealth Manager in Los Angeles

Managing Director, Investment Counselor, Beverly Hills

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Wealth Relationship Manager Safe Act - Temple City

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Managing Director, Private Banker, Los Angeles

Citi Wealth At Work - Deposits And Treasury Management Specialist

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Wealth Relationship Manager Safe Act

Wealth Relationship Manager Safe Act

Wealth Relationship Manager Safe Act

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Senior Wealth Strategist

U.s. Private Bank - Private Banker - Vice President Or Executive Director

J.p. Morgan Wealth Management - Market Director Of Wealth - Long Beach, Ca

U.s. Private Bank - Private Banker - Vice President Or Executive Director

J.p. Morgan Wealth Management - Market Director Of Wealth - Long Beach, Ca

Wealth Relationship Manager Safe Act - Fountain Valley

Wealth Relationship Manager Safe Act - Temple City

Managing Director, Private Banker, Beverly Hills