Elite UHNW Private Banker
$200kCiti
Citi is seeking a Private Banker in Greenwich, Connecticut, to build relationships with ultra-high-net-worth clients. The role involves identifying prospects, understanding client needs, and providing strategic financial advice to help clients manage their wealth. Candidates should have 15+ years of experience in Private Banking and a proven track record in relationship selling. The position offers a competitive salary range of $200,000 - $500,000 along with comprehensive employee benefits. #J-18808-Ljbffr Citi
$200k
The Banker SAFE Act is a strategic professional who closely follows latest trends in own... ...establish long‑term connections to the Citi Private Bank. Effectively manage client... ...experience in Private Banking having covered the UHNW market / Extensive experience in working...SuggestedFull time- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking...SuggestedTemporary workWork experience placementLocal area
- A leading financial services firm in Greenwich, CT is seeking a Private Banker to manage client relationships and provide expert wealth management advice. With over six years of experience in private banking or financial services, the ideal candidate will focus on building...Suggested
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career areas and lines of business at wellsfargojobs.com ( In this role, you will: Participate in soliciting residential mortgages...SuggestedHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$168.81k - $275k
...Commercial Private Banker III (Relationship Manager) Company Overview: Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth, lending, and deposit solutions. We provide a broad range of sought-after products and services...Suggested$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: White Plains, NYtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus...Hourly payWork experience placementDay shift- ...lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting...Immediate startAfternoon shift
- JPMorganChase in Greenwich, Connecticut is looking for a dedicated Client Relationship Manager to enhance client experiences and service quality. You will manage clients, ensuring their financial needs are met while providing proactive solutions through technology. The ...
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster...$23 - $31 per hour
...list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday...Work experience placementFlexible hours$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster...Full time- About Us At WealthBridge Financial Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines innovation, collaboration, and education to deliver long...Flexible hours
- ...efficiency Receive back-office, compliance, and marketing support so you can focus on what matters-your clients Collaborate with an elite network of other experienced Wealth Advisors What We're Looking For: from Wealth Advisor • Active Series 7 and 66 (or Series 6...Full timeWork at officeRemote workFlexible hours
- The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications...Full timePart timeWork at officeShift workDay shift
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides...Work at office
- At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward ...Full timePart timeTraineeship
- JPMorgan Chase & Co. is seeking a Relationship Banker in White Plains, NY. You will represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales experience, excellent communication skills, and a high...
- Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored financial solutions using your knowledge in investments, banking, and wealth management. Ideal candidates...
- Truist in Greenwich, Connecticut, seeks a Financial Advisor to deliver personalized investment solutions that meet client goals, manage financial strategies, and deepen client relationships. The ideal candidate holds a Bachelor's degree in Finance and possesses relevant...
- Wealthbridge Financial Group in Greenwich is seeking motivated individuals to join as Financial Professionals. You'll develop customized financial strategies while building your practice with support from a collaborative network. This role involves maintaining client relationships...
- The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry...Work at office
- A leading financial services firm in Greenwich, CT is seeking a motivated Financial Advisor to join its Advisor Development Program. In this role, you'll work with high-net worth individuals, developing relationships and delivering tailored investment recommendations. With...
$120k - $150k
About The Company Our client is a global credit investment manager with over $40 billion in AUM investing across public and private strategies, including a direct lending platform that provides customized financing solutions to middle-market companies across industries....$120k - $150k
A global credit investment manager in Connecticut is seeking a finance professional to manage fund-level return models and support strategic financial activities. The ideal candidate will hold a Bachelor's degree in finance or economics and possess 3-6 years of relevant...$80k - $115k
...experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm * Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred * Experience in planning and...Full timeWork at officeRemote work- Citigroup Inc. is seeking a Wealth Relationship Advisor to build and enhance relationships with clients, focusing on bringing in new bank and brokerage assets. This role demands significant experience in financial services with excellent sales and communication skills. ...
- Gilder Search Group is seeking an Associate Wealth Advisor based in Greenwich, CT. This full-time, in-office role focuses on supporting the lead advisor while also helping to develop new client connections. The team emphasizes a client-first approach, delivering high-quality...Full timeWork at office
- Ameriprise Financial Services, LLC in Greenwich, Connecticut is seeking an entry-level Financial Advisor Trainee to assist founding partners in managing client relationships. This full-time role offers significant career growth opportunities backed by mentorship and includes...Full timeTraineeship
$120k - $140k
Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office Compensation: $120K-$140K We are a boutique, Fairfield County-based fiduciary Wealth Management firm, independently operated and custodied through Raymond James. We help clients ...Full time$80k - $90k
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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