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
$100k - $145k
JPMorgan Chase is seeking a Private Banker in New York City. The role involves advising UHNW and HNW clients on wealth management, providing tailored financial solutions across various investment options. Ideal candidates will have a strong background in Private Banking...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
- ...services firm is seeking an experienced professional to provide strategic financial advice within its Private Banking sector. The role requires over 15 years of proven experience and a deep understanding of the UHNW market. The candidate will focus on building long-term...
$125k - $200k
Corient is seeking an experienced wealth planning advisor in New York to serve as a subject matter expert for High Net Worth (HNW) clients... ..., mentoring advisors, and contributing to the firm’s strategic direction. A Bachelor’s degree and CFP designation are required...$170k - $210k
...ranking criteria methodology here. Regis UHNW Team: Our Regis Group was... ...financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients... ...specialists, you will help a wide range of private investors, business owners, company executives...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$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...$192k - $288k
A financial services company is seeking an experienced Private Banker in New York City. The role requires over 10 years of experience in Private Banking and a proven ability to sell while maintaining client relationships. Candidates will need to demonstrate extensive knowledge...- 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...
$232k - $291k
...before, you'll feel at home here. About the Role The Wealth Strategy Architect, Financial Intelligence is a foundational hire. This... ..., tax-efficient withdrawal sequencing, entity structuring, UHNW tax planning Estate planning and legal structures - Trust...Work at office- 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...
- 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...
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates 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...
$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,...- 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...
- 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
...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...$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- ...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...
- 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...
- ...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...
- ...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...
$165k - $225k
...possible. This is more than a strategic shift. It's a chance for... ...to You! Santander offers private bankers the strength of a global financial... ...in total assets. Our Wealth Management & Insurance business... ...Existing network of HNW or UHNW relationships in the Latin America...Hourly payFull timeContract workLocal areaShift work$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...relationships with both UHNW & HNW clients. Must have... ...7+ years' experience in the wealth management industry as either...- ...Wealth Advisor, Ultra High Net Worth Hybrid - New York, NY Company Description... ...founders are leaders and innovators from the private wealth industry who possess a unique blend... ...touch service to our ultra-high-net-worth (UHNW) clients. You'll leverage Farther's elite...Work at office
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