Senior Private Banking & Wealth Strategy Leader
Citi
Citi is seeking a Private Banker Sr. Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management.
The ideal candidate will have over 15 years of experience in Private Banking and a strong track record of success working with ultra-high-net-worth clients. This position offers comprehensive employee benefits, including medical coverage and a 401(k) plan.
#J-18808-Ljbffr- ...About us UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more...SeniorFlexible hours
- Intuit is expanding its Consumer Lending focus and seeks a Senior Credit Risk Analyst to lead data-driven risk strategies across the consumer banking portfolio. You will partner with product, data science, compliance, and risk teams to build scalable risk solutions, improve...Senior
$121.9k - $262.1k
Make banking a Fifth Third better® We connect great people to great... ...to simplify complexity for Private Bank clients by challenging and... ...articulate and achieve their wealth goals. Create steams of... ...investment products, trading strategies and market dynamics. Accountable...PrivateWork experience placementPrivate practiceWork at office$88.4k - $132.6k
...8 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) SAFE... ...recognize and understand a client's banking, credit and investment needs and... ...and financial planning strategies preferred.Must be a self-starter...SuggestedFull timeWork at office$88.4k - $132.6k
...8 400,00 - $132 600,00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... ...recognize and understand a client's banking, credit and investment needs and... ...and financial planning strategies preferred.Must be a self-starter...SuggestedFull timeWork at office$250k
...0 - $500 000,00Category: Private Client Product Services,... ...negotiate internally, often at a senior level. Some external... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further... ...investments with wealth planning and private banking...PrivateFull timeLocal area- ...credit unions and community banks that serve everyday Americans... ...of people who've never had a private banker. More than 100 banks and... ...work. The Role As a Senior Software Engineer, you're not... ...standards: code review, testing strategies, deployment practices, and...SeniorPrivateWork at office
$250k
...Managing Director, Private Banker, Palo... ...manages a team of senior professionals. The... ...executes functional strategies for the market under... ...businesses and sources of wealth generation.*... ...of the Private Bank.* Help team members... ...GMM and other Team Leaders to lead the business...PrivateFull time$109.12k - $163.68k
...in the creation of sales and marketing strategies designed to generate revenue growth... ...pitches, and deliver Citi’s full suite of banking and wealth management solutions to our clients... ...equivalent experience Job Family Group Private Client Coverage Job Family Private Banker...PrivateFull time- Citigroup Inc. is looking for an Investment Counselor Principal in Palo Alto, CA. In this strategic role, you will develop and manage relationships with ultra-high net worth clients, leveraging extensive investment experience to provide innovative solutions and advice....SeniorPrivate
- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
- Citibank (Switzerland) AG in Palo Alto seeks a Sr. Analyst in Wealth Relationship Management to deepen client relationships and coordinate... ...needs, and collaborate with product specialists to offer banking, credit and investment solutions. #J-18808-Ljbffr Citibank (Switzerland...Senior
- Wells Fargo is seeking a Senior Branch Premier Banker to grow and manage relationships... ..., translate goals into financial strategies, and own a defined book of... .... You will collaborate with Wealth, Home Lending, and Business Banking teams to deliver integrated solutions...Senior
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time$200k - $300k
...negotiate internally, often at a senior level. Some external... ...determine technical approaches and strategies for the area.... ...clients' businesses and sources of wealth generation. Anticipate events... ...term connections to the Citi Private Bank. Effectively manage client...PrivateFull time$250k
...Citibank (Switzerland) AG is seeking a Managing Director, Private Banker in Palo Alto to lead a team focused on ultra-high-net-worth... ...standards. Ideal candidates will have 15+ years in private banking with proven leadership and relationship management skills. The...Private$141k - $205k
...consulting, sales operations, business strategy, investment banking, venture capital, private equity , or corporate advisory,... ...metrics, is used by our leaders to make strategic company decisions... ...control processes. You'll provide senior level management with insightful...SeniorPrivate- Intapp is looking for a Senior Manager to join the Corporate... ...-to-end M&A process, from strategy development to deal... ...in Corporate Development, Private Equity, or Investment Banking, along with strong analytical... ...offers exposure to senior leaders and opportunities for professional...SeniorPrivate
$125k - $145k
...in Menlo Park, California, is seeking a Senior Accountant for the Finance Department. About... ...Hewlett Foundation is a nonpartisan, private charitable foundation that advances ideas... ...guidelines Maintains in-depth knowledge of online banking platforms for independent research and...SeniorPrivateWork at office$88.4k - $132.6k
...intuitively recognize and understand a client's banking, credit and investment needs and goals... ...of investment and financial planning strategies preferred. Must be a self-starter,... ...equivalent experience Job Family Group Private Client Coverage Job Family Financial Planning...Full timeWork at office- ...Senior Banker Santa Clara, California To proceed with your... ...years of age. Acknowledge ( Bank of America employees are... ...business solutions, services, and strategies when uncovering personal... ...Corp.”). Bank of America Private Bank is a division of Bank of...SeniorPrivateWork at officeFlexible hoursShift workWeekend workDay shift
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply... ...’ success and the goals of the bank, while fostering a culture of diversity... ...the-box thinking we're known for as a global leader. #J-18808-Ljbffr JPMorganChase- Egnyte, Mountain View, CA, seeks a Senior Product Manager for Fintech industry to own the FSI product strategy and priorities. You will translate PE/VC, wealth management, banking, and insurance needs into clear use cases and requirements, partnering with PMs to drive...Senior
- ...Service Associate within the U.S. Private Bank at J.P. Morgan, you will be... ...200 years and today we are a leader in investment banking,... ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-... ...advisors and institutions with strategies and expertise that span the full...PrivateWork at office
- Citi is seeking a Private Client Coverage professional in Mountain View, CA, to deepen relationships with affluent clients, tailor holistic... ...adherence. You will work with a team to deliver comprehensive banking, credit, and investment solutions, with in-branch collaboration...
$150k - $300k
..., and why they buy. Then go win them personally. This is not a strategy role that ends in a recommendation. You'll set the thesis on Monday... ...A: Future Founder 2-4 years in top-tier strategy consulting, banking, PE/VC, or a strategy-and-ops seat at a fast-growing startup....Price workWork experience placementWork at office- Citi Private Bank in San Francisco, CA is seeking an Investment Counselor Principal to lead sophisticated advisory engagements for ultra-... ...and coordinate cross-functional partners to deliver integrated wealth solutions. Responsibilities include client acquisition,...SeniorPrivate
- ...The Private Banker Sr. Principal is an internally... ...Is a true thought leader who develops new... ...externally at a senior levels.... ...technical approaches and strategies for the area. Responsibilities... ...and sources of wealth generation.... ...the Citi Private Bank. Effectively...Private
- ...collaborate with engineering, operations, finance, and legal. This role suits someone with a background in investing, banking, equity research, private equity, consulting, or corporate development, and with exposure to semiconductors, hardware, or infrastructure. #J-18...Private
- ...technology firms in the world.As a Senior Principal Architect at... ...within Corporate and Investment Bank Technology, you will spearhead... ...intersection of technology and business strategy. You will collaborate with internal teams and business leaders alike, creating strategically...Senior
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