UHNW Private Banker Director Strategic Wealth Architect
Citibank (Switzerland) AG
A global financial institution is seeking a Private Banker in New York to actively identify prospects and convert them into clients. The ideal candidate will have extensive experience in Private Banking, with a proven track record in relationship selling for UHNW clients. This role requires excellent communication and negotiation skills to manage client expectations and financial strategies effectively. Competitive salary and comprehensive benefits are offered. #J-18808-Ljbffr Citibank (Switzerland) AG
- 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 financial solutions. The ideal candidate has over three years of Private Banking experience, holds a Bachelor...Suggested
- JPMorgan Chase & Co. is looking for a Private Banker in their Global Families Group based in New York. You will be responsible for advising UHNW/HNW clients on wealth management, maximizing client relationships, and driving business results. The ideal candidate has over...Suggested
- JPMorganChase is seeking a Private Banker in New York, responsible for advising UHNW clients on wealth management across jurisdictions. This role requires over three years of experience in Private Banking, along with strong sales skills and the ability to manage complex...Suggested
- A leading financial institution is seeking a Private Banker to provide exceptional wealth management services to ultra-high net worth individuals and families. Candidates must have over 8 years of experience in private banking, possess fluency in Mandarin, and hold Series...Suggested
$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 fluency...Suggested- A modern wealth management firm in New York is looking for an experienced Wealth Advisor to provide high-touch service to ultra-high-net... ...of wealth management experience, particularly in serving HNW/UHNW clients. Additionally, strong communication skills and a solid understanding...
- ...A leading financial advisory firm in the United States is seeking a Wealth Advisor to work directly with clients on their financial decisions. The ideal candidate will have 3-5+ years of experience advising high-net-worth individuals and hold relevant accreditations (...
- 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...
- A leading financial services firm in New York is seeking a Private Banker who will be responsible for advising families on managing their wealth. The role requires a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. The...
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage relationships with high net worth clients. This role requires ten or more years of experience in private banking and a bachelor's degree or equivalent. Responsibilities...Work at officeFlexible hours
- A leading global financial services firm is seeking a Private Wealth Advisor in New York City. The role involves building and managing client relationships, offering tailored wealth management advice to ultra-high-net-worth individuals. Ideal candidates will have over...
$94k - $175k
KeyCorp is seeking a Sr. Fiduciary Advisor to provide advisory services to Ultra High Net Worth (UHNW) clients. The role requires managing client relationships, delivering fiduciary advice, and ensuring adherence to compliance and legal standards. Candidates should have...- TwinThread seeks a Private Banker - Vice President in Georgia to manage client relationships, advise on wealth management, and drive business growth. The ideal candidate has over six years of experience in Private Banking, holds a relevant Bachelor's degree, and must obtain...
- Cardata is seeking an experienced Wealth Advisor to provide exceptional service for ultra-high-net-worth clients in New York. This role involves leveraging elite technology to deliver tailored financial strategies and concierge-level advisory. The ideal candidate will...
$100k - $160k
A leading global financial institution seeks a Private Wealth Management professional in New York, New York, to build and nurture client relationships and deliver tailored wealth management strategies. Ideal candidates will have over four years of relevant experience,...- A major financial institution is looking for an experienced Ultra High Net Worth (UHNW) Investment Counselor to join its team in New York. The ideal candidate should have over 15 years of experience in investment advice and a proven ability to foster client relationships...
- TwinThread is looking for a Private Banker - Managing Director in New York. This role involves advising clients on wealth management and requires at least six years of experience in Private Banking. Key skills include client relationship management and financial services...
$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...$250k - $300k
...institutional portfolios. The ideal candidate will provide strategic advisory services, develop bespoke investment strategies,... ...client relationships. With at least 12 years of experience in wealth advisory or private banking, a strong command of risk management, and...$90k - $150k
..., collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and...Full time$250k - $300k
...strategies. Candidates should have over 12 years of experience in wealth advisory or client management, demonstrating excellent... ...advice, offering a salary of $250,000-$300,000+. This position is a strategic role for professionals looking to make an impact in high-net-worth...- ...a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will... ...Responsibilities include guiding financial professionals, conducting strategic meetings, and providing integrated financial solutions. The...
- ...New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of financial solutions. Responsibilities include...
- ...the ability to generate new business from referrals and existing relationships. Candidates should have over 7 years of experience in wealth management, hold Series 7 and 63 licenses, and possess excellent communication skills. The position offers a competitive salary...
- A financial services company in Kentucky is seeking a Wealth Portfolio Manager to deliver investment advice and manage portfolios for high-net-worth clients. This role requires strong client relationship management skills, experience in portfolio construction, and a collaborative...
- ...Banker Team Leader - C16, Director Discover your future at Citi Working... ...senior Banker UHNW & HNW professionals.... ...thorough understanding of strategic direction of the... ...addition to the role of Private Banker, the Team... ...businesses and sources of wealth generation....Bank staff
- ...approach, and proprietary digital platform. About this role: As a wealth advisor, you'll work directly with clients collaborating on... ...and less time on the back office. You have worked with HNW and UHNW individuals and hold required accreditation (CFP, CPA, Series 65...Work at office
- JPMorgan Chase & Co. is seeking a Private Client Banker in Ridgewood, New York. The role focuses on managing relationships with affluent clients, helping them with tailored banking services. Candidates should have at least 1 year of relevant experience in Branch Banking...Flexible hours
- A leading financial institution is seeking a Senior Private Banker to provide strategic advice and build long-term relationships with ultra-high-net-worth clients. The ideal candidate will have over 10 years of experience in private banking, strong communication skills,...Full time
$65k - $180k
A leading commercial bank is seeking a Private Banker to focus on high touch customers and maintain business relationships. The role involves assessing clients' financial situations, processing transactions, and ensuring compliance with bank standards. Ideal candidates...
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