Senior UHNW Private Banking Team Leader
Citi Group
Citi is seeking a Banker Team Leader SAFE Act to manage senior Banker professionals focusing on UHNW and HNW clients. This role requires a comprehensive understanding of financial systems and strong leadership skills to drive team performance and client acquisition. The ideal candidate will have over 15 years of experience in Private Banking, a deep knowledge of Citibank's internal policies, and exceptional relationship selling abilities. This position offers diverse responsibilities including revenue generation, client management, and compliance oversight. In addition to competitive salary, Citi provides robust benefits including medical, dental, and retirement plans. #J-18808-Ljbffr Citi
$250k
...financial services corporation is seeking a Banker Team Leader to manage senior Banker professionals, focusing on growing business with UHNW and HNW clients. The role demands over 15 years of experience in Private Banking, with responsibilities including driving revenue,...SeniorPrivate$115k - $270k
...lending opportunities, and ensuring compliance with credit and control procedures. Candidates should have 8+ years of experience in UHNW lending, possess strong communication and analytical skills, and ideally complete formal credit training. The expected base salary ranges...SeniorPrivate- A leading global banking firm in New York seeks a seasoned Team Leader for its Private Banking division. The role requires a minimum of 15 years of experience managing UHNW and HNW client relationships, driving business growth, and leading a team. Candidates must possess...Private
- ...year old they have over 15B AUM and growing. The founder is a UHNW banking veteran that was asked by his clients to launch his own firm and... ...: You currently cater to this level of clientele from a private bank or RIA Seeking equity surrounded by top level talent and...SeniorPrivateWork at officeWorldwide
$185k - $300k
...support their clients. Banking, Lending, & Trust (BL&T) is... ...Banking and Credit Solutions, Private Wealth Portfolio Management... ...and ultra‑high‑net‑worth (UHNW) clients by originating,... ...proactive outreach across CRG, senior Custom Credit team members, non‑wealth...SeniorPrivateOngoing contractWork experience placementImmediate start- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with ultra... ...candidate will have over 10 years of experience in private banking, strong communication skills, and be fluent in both English and...SeniorPrivateFull time
$192k - $288k
A global financial services firm in New York is seeking a Private Banker Sr. Lead to manage relationships with Ultra High Net Worth clients... .... This role requires over 10 years of experience in Private Banking, along with a strong background in relationship selling and...SeniorPrivate- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth... ...families. Candidates must have over 8 years of experience in private banking, possess fluency in Mandarin, and hold Series 7 and 66 licenses...SeniorPrivate
- ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance...SeniorPrivate
- ...About the job Senior Private Banker - International Private Bank The Role We are representing international... ...is on acquiring and advising UHNW and international clients, particularly... ...investment, lending and fiduciary teams Maintain strong compliance and...SeniorPrivate
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit,... ...service relationships with both UHNW & HNW clients. Must... ...internal departments, teams and specialists to maximize...SeniorPrivate- ...About the job Senior Financial Advisor We are recruiting for a top tier advisor/team in the greater NYC market. If you are... ...one of the countrys largest private banks, this could be your new home... ...Management working with HNW/UHNW individuals and families -...SeniorPrivate
$300k
...Role Overview As a Senior Financial Advisor for Masterworks... ...trusted relationships with UHNW prospective clients who visit... ...UHNW clients that our marketing team has invited to the gallery... ...experience in financial advising, private banking, or alternative investments,...SeniorPrivateAfternoon shift$200k - $300k
...negotiate internally, often at a senior level. Some external... ...-term connections to the Citi Private Bank. Effectively manage client expectations... ...the Citi Private Bank. Help team members acquire the experience... ...Banking having covered the UHNW market / Extensive experience...PrivateFull time$220k - $415k
Deutsche Bank is seeking a Relationship Manager for the LATAM market based in New York and Miami. This role focuses on developing and... ...financial targets. Candidates should have extensive experience in private banking and be fluent in Spanish and/or Portuguese. The salary...Private$250k
...The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires a broad and comprehensive... .... In addition to the role of Private Banker, the Team Leader will also... ...connections to the Citi Private Bank. Effectively manage client...PrivateFull timeBank staff- A leading financial institution is seeking a Private Banker to advise clients on wealth management. The role requires six years in Private Banking, a Bachelor's Degree, and relevant licenses. Responsibilities include managing client relationships, generating new business...SeniorPrivate
- Bank of America is seeking a seasoned leader in private banking to drive client relationships and identify new business opportunities. The role emphasizes delivering a branded client experience and providing integrated financial solutions tailored to clients’ needs. Ideal...SeniorPrivate
- A prominent financial institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of... ...full-time position offers the opportunity to significantly impact client experiences in the banking industry. #J-18808-Ljbffr Valley BankSeniorPrivateFull time
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their... ...role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The Private...SeniorPrivate
$150k - $250k
...,000 Financial Advisors and Private Wealth Advisors - one of the... ...expanded its suite of world-class banking and lending products... ...are seeking a high potential Senior Lending Transactor (“SLT”) to... ...our Ultra High Net Worth (“UHNW”) Lending team serving UHNW clients (generally...SeniorPrivateTemporary work- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, JP Morgan is the place for... ...Client Service Associate within the Latin America Private Bank at JP Morgan you will play a leadership role on...SeniorPrivateWork at office
$163.6k - $245.4k
...Financial Planning and Analysis Senior Lead Analyst is a senior level... ...with the broader Finance team. The overall objective is to contribute... ...services, including consumer banking and credit, corporate and... ...and key client segments, Citi Private Bank, Wealth at Work and Citigold...SeniorPrivateFull timeWork at office- ...Internal Audit Senior/Manager Job Summary Uphold is seeking a... ...Auditor to join the Internal Audit team. This role supports the build... ...fintech, crypto, payments, or banking. ~ Demonstrated ability to... ...of crypto-native risk areas: private key management, wallet architecture...SeniorPrivate
$140k - $190k
...Job Purpose: BTIG is seeking a Senior Analyst/Associate (First or Second Year) to join its Investment Banking and Capital Markets Team in New York. The Analyst/Associate will be involved... ...issuers, and executing fixed income, private capital, and convertible transactions...SeniorPrivateFull time$310k
Finance Associate / Senior Associate - New York Vinson & Elkins is seeking a finance... ...honestly the best BigLaw can get," V&E's team advises private equity sponsors and their portfolio... ...well as direct lenders and bulge bracket banks, across a wide array of financing transactions...SeniorPrivateWork at office- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching... ...This will entail working in a complex team-oriented and fast paced environment...SeniorPrivateWork at office
- J.P. Morgan is seeking a Private Banker in New York. You will advise UHNW clients on managing their wealth across various jurisdictions while providing tailored... ...The ideal candidate has over three years of Private Banking experience, holds a Bachelor's Degree, and possesses...Private
$100k - $145k
JPMorgan Chase is seeking a Private Banker in New York City. The role involves advising UHNW and HNW clients on wealth management, providing tailored financial solutions... ...will have a strong background in Private Banking, a proven sales record, and a focus on exceptional...Private- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service... ...within the Latin America Private Bank at JP Morgan you will play a leadership... ...200 years and today we are a leader in investment banking,...SeniorPrivateWork at office
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