Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior UHNW Private Banking Investment Advisor

Citigroup Inc.

Citigroup Inc. in Costa Mesa, CA, USA, seeks an Investment Counselor Sr. Lead to lead high-net-worth client advisory, develop investment strategies, and coordinate with Citi Private Bank specialists to deliver personalized solutions. You will manage relationships, identify opportunities, and guide cross-functional teams while ensuring compliance and risk controls across currencies and asset classes. #J-18808-Ljbffr Citigroup Inc.

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior UHNW Private Banking Investment Advisor in Costa Mesa, CA vacancy
  • $250k

     ...Citigroup Inc. is seeking a Private Banker Func Group Manager in Costa Mesa, California....  ...managing a team of professionals while serving UHNW clients through strategic financial...  ...demonstrate strong leadership in private banking and the ability to build enduring client... 
    Private

    Jobleads-US

    Costa Mesa, CA
    10 hours ago
  • $250k

    ## Managing Director, Private Banker, Orange CountyApplylocations...  ...Mgr manages a team of senior professionals. The job...  ...strategy for UHNW target names. Thus thorough...  ...broad financial & investment goals related to the creation...  ...of the Private Bank.* Help team members acquire... 
    Private
    Full time

    Citibank (Switzerland) AG

    Costa Mesa, CA
    2 days ago
  • Flagstar Bank’s Private Banking team in Beverly Hills seeks a Financial Planner (CFP®) to deliver comprehensive, goals-based financial planning...  ...-net-worth clients. You will work with private bankers and senior planners to develop analyses, prepare recommendations, and... 
    Private

    Flagstar Bank

    Newport Beach, CA
    10 hours ago
  • $250k

     ...Switzerland) AG is seeking a Managing Director, Private Banker for Costa Mesa, California. This role involves leading a team to grow the UHNW client business and achieve revenue...  ...have over 15 years of experience in Private Banking, focusing on relationship sales and client... 
    Private

    Jobleads-US

    Costa Mesa, CA
    10 hours ago
  • $116k - $216k

     ...Newport Beach CaliforniaJob SummaryThe Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are...  ...which includes traditional bank products and capital markets executions...  ...rate management, syndications, private equity, subordinated debt,... 
    Senior
    Private
    Permanent employment
    Full time
    Interim role
    Work at office
    Flexible hours
    Night shift

    KeyBank

    Newport Beach, CA
    10 hours ago
  •  ...brand of relationship banking and fostering a culture...  ...in client assets. Our advisors average $575,000 in...  ...About the Role: A Senior Wealth Advisor is an experienced...  ...Service Specialists, Private Bankers, and Wealth...  ...planning and investment strategies consistent... 
    Senior
    Private
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    2 days ago
  • CalPrivate Bank is looking for a Relationship Manager in Newport Beach, California, to develop and maintain relationships with high-net-worth clients and businesses. This role involves driving portfolio growth and ensuring compliance with internal policies. The ideal candidate... 
    Senior
    Private

    CalPrivate Bank

    Newport Beach, CA
    10 hours ago
  • Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in...  ...Financial Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align... 
    Senior
    Private

    Crowe

    Costa Mesa, CA
    1 day ago
  • $250k

     ...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires...  ...Serve as a trusted advisor to clients who frequently...  ...the Citi Private Bank. Effectively...  ...broad financial/investment goals related to...  ...having covered the UHNW market / Extensive... 
    Private
    Full time

    Citigroup Inc.

    Costa Mesa, CA
    3 days ago
  • $80k - $85k

     ...LLC is a relationship-driven investment bank focused on serving growth...  ...Beach, California, Roth is a privately held, employee-owned organization...  ...internal teams and external advisors (legal, accounting, tax)...  ...identifying key risks or issues for senior banker review Review and... 
    Private
    Work at office

    ROTH Capital Partners

    Newport Beach, CA
    3 days ago
  • $250k

     ...000,00 - $500 000,00Category: Private Client Product Services, MarketCompany: CitiThe Investment Counselor Principal is a strategic...  ...internally, often at a senior level. Some external communication...  ...strategies for the area. Citi Private Bank’s objective is to further... 
    Private
    Full time
    Local area

    Citigroup

    Costa Mesa, CA
    3 days ago
  •  ...Beach, CA. We are looking for a Senior Accountant to join our team...  ...and aggregate fund and investment cash flow projections and capital...  ...Assist in establishment of new bank accounts and banking...  ...combining public accounting and private equity real estate (CPA preferred... 
    Senior
    Private

    BCT Development

    Newport Beach, CA
    10 hours ago
  • $132.5k - $205k

     ...Job Overview At Sunflower Bank, N.A., we’re experiencing great growth. Since our founding...  ...Irvine, CA. Position Summary The Private Banker is responsible for building and enhancing...  ...individuals and families. As a trusted advisor, this role manages the clients’ relationships... 
    Private
    Flexible hours

    Sunflower Bank, N.A.

    Irvine, CA
    1 day ago
  • $36.74 - $45.38 per hour

     ...Job Title: Senior Credit Analyst Location: Austin, TX What you'll do: As a Senior Credit Analyst you'll be primarily...  ...Collecting, organizing, analyzing company financials to ensure Bank compliance, and updates the Bank's systems accordingly. Work... 
    Senior
    Hourly pay

    Western Alliance Bank

    Costa Mesa, CA
    5 days ago
  • BMO U.S. is seeking an experienced credit professional for commercial banking loans and credit solutions. You will analyze credit information, structure loans, and support lending decisions across an assigned client portfolio, while maintaining high levels of client service... 
    Senior

    BMO U.S.

    Newport Beach, CA
    1 day ago
  •  ...and analyze borrower and guarantor financial statements to prepare clear credit memoranda. The role requires 3+ years in commercial banking or related credit analysis, with strong MS Excel and PowerPoint capabilities, and a solid grasp of U.S. banking regulations. #J-18... 
    Senior

    Jobtailor

    Costa Mesa, CA
    3 days ago
  • $140k - $235k

    Job Description:At Bank of America, we are guided by...  ...segment is seeking a Senior Relationship Manager to...  ...services to public and private healthcare companies with...  ...closely with Global Investment Banking. The team brings...  ...of contact or trusted advisor and acquiring, deepening... 
    Senior
    Private
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    3 days ago
  • Corporate & Investment Bank (CIB) delivers a comprehensive suite of banking, capital markets and...  ..., regional developers, and public and private corporations.About this role:Wells...  ...rating changes to credit partners and senior management.Review and underwrite general... 
    Private
    Full time
    Work experience placement
    Work at office

    Wells Fargo

    Irvine, CA
    3 days ago
  • BMO Financial Group is seeking an experienced commercial banking professional to analyze credit information and support lending decisions for a diverse client portfolio. You will assess repayment capacity, structure loans, and sign off on approvals within policy guidelines... 
    Senior

    Hispanic Alliance for Career Enhancement

    Newport Beach, CA
    2 days ago
  • $64.17k - $102.81k

     ...innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the...  ...and stability. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a... 
    Senior
    Work experience placement
    H1b
    Work at office
    Worldwide
    Monday to Friday
    Flexible hours

    Northern Trust

    Newport Beach, CA
    2 days ago
  •  ...affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources...  ...independent judgment while developing understanding of and adherence to Private Mortgage Banking Sales functional area, policies, procedures,... 
    Private
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Irvine, CA
    5 days ago
  • Bank of America seeks an experienced private banking professional to acquire and deepen client relationships within its Newport Beach office. You will lead the Client Management Process, collaborate across the enterprise, and provide comprehensive wealth solutions to meet... 
    Senior
    Private
    Work at office

    Bank of America

    Newport Beach, CA
    2 days ago
  • $127.63k - $237.01k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with...  ...services advice to these clients including banking, credit, asset management, trust and...  ...capabilities and develop solutions across investments, trust and wealth transfer, credit, deposit... 
    Private
    Remote work

    City National Bank

    Irvine, CA
    1 day ago
  • Bank of America is hiring a Credit Advisor to lead the development of new custom credit relationships with ultra-high-net-worth clients and manage a portfolio of existing credit relationships. You will drive funded loan balance and revenue while educating Advisors on credit... 
    Senior

    Bank of America

    Newport Beach, CA
    3 days ago
  • $170k - $225k

     ...first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...  ...and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Irvine, CA
    2 days ago
  •  ...and striving to be best-in-class. As a Senior Associate Credit Officer within the Credit...  ...real estate lending or 5 years of other banking or finance experience Thorough...  ...200 years and today we are a leader in investment banking, consumer and small business banking... 
    Senior

    JP Morgan Chase

    Irvine, CA
    1 day ago
  • $22 - $23.5 per hour

    Introduction Since 1973, East West Bank has served as a pathway to success. With over 1...  ...like real estate, entertainment and media, private equity and venture capital, and high-tech...  ...management, deposits, wealth management investment products, international deposits/wires,... 
    Private

    East West Bank

    Irvine, CA
    3 days ago
  • Fifth Third Bank in Costa Mesa, CA seeks a Senior Commercial Middle Market Credit Analyst to support end-to-end underwriting and portfolio monitoring. You will independently analyze borrower financials, prepare credit memos, and assist risk committees with robust analyses... 
    Senior

    Fifth Third

    Costa Mesa, CA
    10 hours ago
  •  ...efforts Requirements Bachelor’s degree in Business, Finance, Accounting, or a related field 3+ years of experience in Commercial Banking, credit analysis, underwriting, or a related role Strong, demonstrable understanding of financial analysis and credit risk... 
    Senior
    Work at office

    Jobtailor

    Costa Mesa, CA
    3 days ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North...  ...years of age. Acknowledge ( Bank of America employees are...  ...comprehensive wealth management and investment products and services for...  ...Corp.”). Bank of America Private Bank is a division of Bank of... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior UHNW Private Banking Investment Advisor. Be the first to apply!