Senior Private Banker - UHNW Wealth Expert
$192k - $288kPowerToFly
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 of investment strategies and have strong communication skills. The position offers a competitive salary range between $192,000 and $288,000, plus comprehensive benefits including medical, dental, vision coverage, and 401(k) plans. #J-18808-Ljbffr PowerToFly
- 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...Senior
- Corient Services LLC, based in New York, NY, seeks a seasoned financial planning expert to assist high-net-worth clients in comprehensive wealth management strategies. The ideal candidate will have a minimum of 8 years in advanced financial planning and demonstrate expertise...Senior
$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
- 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...
- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial... ...a Bachelor's degree and 7+ years in wealth management, demonstrating a track record...Senior
$170k - $210k
...methodology here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...bench of functional experts in all areas of wealth... ...will help a wide range of private investors, business... ...Job Summary: The Senior Wealth Advisor focuses...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- 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...Senior
- 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...SeniorWork at officeFlexible hours
- 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...Senior
- ...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 relationships with clients...
- A global financial institution is seeking a Private Banker in New York to actively identify prospects and convert them into clients. The ideal... ..., with a proven track record in relationship selling for UHNW clients. This role requires excellent communication and negotiation...
$170k - $210k
...methodology here. Regis UHNW Team: Our Regis... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...bench of functional experts in all areas of wealth... ...will help a wide range of private investors, business... ...Job Summary: The Senior Wealth Advisor focuses...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...About the job Senior Private Banker - International Private Bank The Role We are representing... ...The focus is on acquiring and advising UHNW and international clients, particularly... ...Advise on investments, credit and wealth structuring solutions Coordinate...Senior
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit... ...relationships with both UHNW & HNW clients. Must have... ...years' experience in the wealth management industry as...Senior- 255 Clark Capital Management Group, Inc. is seeking an experienced financial planning expert to develop customized wealth-planning solutions for high net worth clients. This role involves significant travel and requires expertise in estate planning, liquidity events, and...
- 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,...SeniorFull time
$250k
The Banker SAFE Act is an internally and externally... ...subject matter expert that influences the... ...externally at a senior levels. Negotiations... ...businesses and sources of wealth generation.... ...connections to the Citi Private Bank. Effectively... ...having covered the UHNW market / Extensive...$94k - $175k
A financial services organization is seeking a Sr. Fiduciary Advisor in Plymouth Meeting to manage fiduciary responsibilities for Ultra High Net Worth clients. This role involves delivering sophisticated advisory services, client relationship management, and ensuring compliance...Senior- 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...
$210k - $280k
A premier wealth management firm in New York City is seeking a Senior Wealth Strategist to advise ultra-high-net-worth clients on estate and tax planning. The ideal candidate will have a law degree and at least six years of relevant experience. Responsibilities include...Senior$200k
...A nationally recognized wealth management firm is looking for a Senior Wealth Planner with CPA and CFP qualifications. The role involves leading complex financial planning engagements for high-net-worth clients, applying advanced tax strategies, and mentoring junior planners...SeniorRemote workFlexible hours$43k - $152k
A financial services company based in Kentucky is seeking an experienced Sr. Business Analyst to manage platform enhancements and gather business requirements. The ideal candidate should have expertise with Envestnet MoneyGuide and strong domain knowledge in financial planning...SeniorFull time$125k - $200k
Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by providing sophisticated wealth planning strategies. The ideal candidate will have 8+ years of experience and expertise in tax and estate...SeniorFull time- Raymond James is searching for a senior financial planner to provide expert wealth planning solutions across diverse areas. The successful candidate will engage with clients primarily in the $5-$15 million investable assets range and communicate complex financial strategies...SeniorRemote job
$185k - $300k
...Wealth & Investment Management (WIM) is one of the United... ...and Credit Solutions, Private Wealth Portfolio... ...experienced Custom Credit Banker to serve as a trusted advisor... ...ultra‑high‑net‑worth (UHNW) clients by originating... ...outreach across CRG, senior Custom Credit team...SeniorOngoing contractWork experience placementImmediate start- ...About the job Senior Private Banker - New York Our client is a very successful independent wealth management boutique based in New York. They advise international ultra high net worth clients, mainly in Europe, the Middle East and Asia, offering a wide selection...SeniorWork at officeRemote workOverseas
- ...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...
$192k - $288k
The Banker SAFE Act is a strategic professional who stays abreast of developments... ...Citi Employees within Citi Global Wealth at Work. Responsibilities Actively... ...Extensive and proven experience in Private Banking having covered the UHNW market Extensive experience in working...SeniorFull time
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