• Citi Wealth - Lending Advisor , West…

    Citigroup (San Francisco, CA)
    Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated into our client's broader Wealth Management goals. Our Lending ... Advisors partner with Citi Private Bankers to advise clients on new loan and...**Responsibilities include** : + Lead the West Coast Lending Advisor Team in establishing and executing the expansion strategy… more
    Citigroup (06/19/25)
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  • Citi Wealth at Work / Law Firm Group…

    Citigroup (Los Angeles, CA)
    …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (07/15/25)
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  • Citi Wealth at Work - Law Firm Group…

    Citigroup (Los Angeles, CA)
    …operates in the affluent and high-net worth segments through Citigold(R) and Citigold(R) Private Client and captures wealth management in the workplace through ... Citi Global Wealth brings together the full power of Citi...years of experience + Extensive and proven experience in Private Banking having covered the UHNW market… more
    Citigroup (07/08/25)
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  • Citi Private Bank - Private Banker…

    Citigroup (Costa Mesa, CA)
    …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
    Citigroup (07/11/25)
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  • Director, HNW Private Banker

    Citigroup (San Francisco, CA)
    …**Qualifications:** + 15+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. + Anticipate events in a client's life and business which… more
    Citigroup (05/14/25)
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  • SVP, Private Banker - Citi Private…

    Citigroup (Los Angeles, CA)
    …**Qualifications:** + 10+ years of experience + Extensive and proven experience in Private Banking having covered the UHNW market + Extensive experience in ... clients. + Demonstrate an in-depth understanding of clients' businesses and sources of wealth generation. ​ + Anticipate events in a client's life and business which… more
    Citigroup (05/03/25)
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  • Director of Philanthropy

    BMO Financial Group (Los Angeles, CA)
    …with a deep understanding of the emotional, social, and legacy-driven dimensions of wealth . The advisor will help clients move from transactional giving to ... **Position Summary** The Philanthropic Advisor will serve as the face of BMO's...High Net Worth (HNW) and Ultra High Net Worth ( UHNW ) individuals, families, and family offices. This role blends… more
    BMO Financial Group (07/17/25)
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