Private Bank Client Experience & Team Lead
$124.5k - $172.2kDormont Manufacturing Co
Dormont Manufacturing Co is looking for a professional in New York who will execute market-level strategies, focusing on client service and team development. This role requires minimum 5 years of financial services experience, with a strong background in Private Banking. Key responsibilities include managing client satisfaction, driving financial metrics, and overseeing compliance with risk-related procedures. The position offers a competitive salary range of $124,500 - $172,200 based on qualifications. #J-18808-Ljbffr Dormont Manufacturing Co
- Client Service Specialist Apply (opens in new window)... ...with us means joining a team of more than 230,000... ...our clients meet their banking needs across regions through... ...benefits. Citigold Private Client (CPC), the highest... ...branch "Exceptional Experiences". Coordinate the application...Private clientFull time
$250k
...review .The Banker Team Leader SAFE Act manages... ...well as practical experience of multiple... ...growing the existing client business, along with... ...addition to the role of Private Banker, the Team... ...Market Executive to lead the activities for... ...to the Citi Private Bank.* Effectively...Private clientFull timeBank staff$120k - $150k
Brown Brothers Harriman is hiring a Client Manager for their Latin America Private Banking group. This role is essential in... ...clients with complex needs, leading operational functions, and managing... ...7 years of wealth management experience and proficiency in Spanish. The...Private clientWork at office$128.78k - $223.21k
...for building and maintaining strong client relationships for the Private Bank by providing personalized banking... ...appropriate. Responsible for ensuring team members are operating within the... ...Degree (2 years or equivalent)* Minimum experience required: 6+ Years in banking with...Private clientWork at officeLocal area- ...growth for the Consumer Bank through sales... ...and tools for JPMorgan Private Client. Build strong partnerships... ...technology, and sales teams. As a Senior Marketing... ...within the Affluent Branch Experience team, you will be at... ...track record of leading cross-functional teams...Private clientShift work
$17 per hour
About PactFi Private asset markets (PE, Private... ...is secured to a bank-grade standard, and... ...looking for a strategic Lead Relationship... ...our institutional clients in the private credit... ...Business Development team, you'll take the handoff... ...What You’ll Bring: Experience 5+ years of...Private client- ...provide integrated trust, estate, and tax guidance for our Private Banking clients. The role offers the opportunity to engage with the local... ...arrangements. Candidates should have a JD and a minimum of four years of relevant experience. #J-18808-Ljbffr Brown Brothers HarrimanPrivate clientPart timeLocal areaRemote workFlexible hours
- ...Associate I, Investment Banking - Financial... ...what’s right for our clients. What You’ll Be... ...supports corporate and private capital clients... ...Banking (FIG) team has deep sector expertise... ...within the group. Lead the execution of... ..., training and experience At least 1–2 years...Private clientShift work
- ...online related needs of our Private Banking clients, advisors, and client service... ...all aspects of the online experience and for the development and... ...Concierge Specialist works in a team-oriented environment with... ...and verbally) in Spanish Lead and participate in client outreach...Private client
- A leading financial services firm in New York City seeks a Private Client Advisor to provide comprehensive financial planning and... ...educating clients on digital banking options. Candidates should have... ...years of financial advisory experience and relevant licenses. Join a...Private client
$250k
A leading 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...$110k - $200k
...Bank Of America Job Posting At Bank of... ...we deliver for our clients, teammates,... ...of backgrounds and experiences and invest heavily... ...the full array of Private Bank's capabilities... ...book of business Leads complex credit opportunities... ...for the client team, coordinating...Private clientShift workDay shift- ...We're seeking a future team member for the role of Vice President, Private Banking - Business Banker to join... ...market insights and client feedback to expand BNY'... ...banking to enhance client experience and operational... ...growth and success. As a leading global financial services...Private clientWorldwideFlexible hours
$250k - $275k
...services, including banking, leasing,... ...institutional, and municipal clients. It connects a... ...individual qualifications, experiences, and an analysis... ...execution focused team member to support... ...engagement with private credit clients and... ...-to-day execution lead with private...Private clientFull timeWork at officeLocal areaWork from homeWorldwide- 2026 Global Private Bank Full-time Advisor Program Launch your career in... ...private banking, supporting client relationships in our advisor... ...means you will be part of a team committed to building client... ...your growth and maximize your experience through training classes, senior...Private clientFull timeWork experience placementVisa sponsorship
$200k - $300k
...entire continuum of wealth clients. The unified business supports... ...offices through Citi Private Bank, operates in the affluent and... ...Qualifications 15+ years of experience Extensive and proven... ...experience in working with and/or leading client teams and transactions /...Private client- Private Banker - Saudi Market Apply (opens in new window... ...us means joining a team of more than 230,000 dedicated... ...Overview Citi Private Bank is a trusted advisor to... ...corporate clients, Citi Private Bank clients... ...members to acquire the experience necessary to establish...Private clientFull time
- .... Acknowledge ( Bank of America employees... ...and delivering for our clients, teammates,... ...in partnership with a private bank credit team. Key responsibilities... ...expectations include leading the process, ensuring... ...of commercial credit experience •Strong financial analysis...Private clientBank staffWork at officeShift workDay shift
$18k - $25k
...Flex is building the AI‑native private bank for business owners . We’re... ...- High bar, low ego : Small teams, exceptional people, real ownership... ...Qualify high‑value sales leads with rigor and route to... ...weekends (US business hours) Experience with Zendesk, Salesforce, or...Immediate startRemote workFlexible hoursShift workNight shiftWeekend work- The Client Skills Training team role shapes how Private Bank Advisors and Analysts are developed to deliver a first‑class client experience in J.P. Morgan’s U.S. Private Bank. Our clients are extraordinary, and so are our Advisors. If you have an entrepreneurial mindset...Private client
- ...many of the world's leading corporations,... ...financial institutions, private equity sponsors,... ...and acquisitions, banking, and regulatory... ...role in advising clients on sophisticated domestic... ...admission). Prior experience representing... ...multidisciplinary teams on matters that regularly...Private client
- ...across the full prospect and client lifecycle—delivering a refined, high-touch experience tailored to UHNW clients... ...Technology & Experience within the Private Bank, you are responsible for... ...interaction. You will lead a multidisciplinary team of creative experts spanning...
$100k - $120k
Brown Brothers Harriman is looking for a Senior Client Associate to join their Latin America private banking team in New York. The position involves serving clients... ..., requiring over 5 years of wealth management experience, as well as Spanish proficiency. This hybrid role...Private clientWork at office- A leading luxury goods company is seeking a Sr. Manager of Client Development to shape the client development strategy in the Private Sales Region. You will work closely with regional stakeholders... ...top clients through valuable experiences. This role requires 7+ years of...Private client
- MUFG Bank, Ltd is seeking a Vice President for its Funds Finance team to work in New York or Los Angeles.... ...financing solutions for Private Equity clients, alongside a team... ...over 3 years of experience in funds finance, expertise... ...impact in a leading global financial institution...Private client
- ...with a Bachelor's degree and at least 3+ years of law firm experience supporting Private Equity, Capital Markets, and Mergers & Acquisitions... ...complex transactions for both private and public company clients. What You'll Do: Assist in the formation, maintenance, and...Private clientWork at office
$190k - $220k
...with the Relationship Management and Banking teams to provide proactive, integrated... ...philanthropic, and tax guidance to our Private Banking clients. This role may be subject to a part‑... ...LLM or CPA a plus. Minimum 4 years of experience as a practicing trusts and estates...Private clientPart timeLocal areaRemote workFlexible hours- ...entire continuum of wealth clients. The unified business... ...offices through Citi Private Bank, operates in the... ...have access to Wealth’s leading investment solutions platform... ...a dedicated Wealth team to meet the financial... ...Skills 5-8 years of experience serving in a financial...Private clientFull timeWork at office
- ...institution in New York is seeking a Sr Private Wealth Advisor. The role focuses on the proactive management of client relationships, developing networks for referrals... ...opportunity to significantly impact client experiences in the banking industry. #J-18808-Ljbffr Valley BankPrivate clientFull time
$150k
...At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent... ...deepen long-term primary banking and lending... ...collaboratively in a team environment to deliver... ...found at: Chase is a leading financial services firm...Private clientTemporary workWork at officeImmediate start
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