Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Private Wealth Investment Counselor (Hybrid)

Citibank (Switzerland) AG

Citi Private Bank in San Francisco and Palo Alto is seeking an Investment Counselor to lead relationships with ultra-high-net-worth clients, delivering tailored investment advice and solutions across markets and asset classes. The role requires 15+ years of experience, advanced degrees such as CFA/MBA are a plus, and a strong track record in building trusted client relationships while navigating regulatory requirements and cross-department collaboration. #J-18808-Ljbffr Citibank (Switzerland) AG

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Private Wealth Investment Counselor (Hybrid) in Brooklyn, NY vacancy
  • PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Erie, PA, to serve as a trusted investment consultant for...  ...will build long-term client relationships, collaborate with wealth strategists, and drive growth by expanding relationships and... 
    Senior
    Private

    PNC Financial Services Group, Inc.

    Brooklyn, NY
    2 days ago
  •  ...Chase & Co. in New York seeks a Senior Tax Strategist to join the Tax Strategy team within Private Advisory, delivering thought leadership and tax-efficient wealth structuring guidance to high‑...  ...legal experts to craft bespoke investment structures. #J-18808-Ljbffr JPMorgan... 
    Senior
    Private

    JPMorgan Chase & Co.

    Brooklyn, NY
    14 hours ago
  • Job SummaryAs a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify...  ...front office Finance or investment management teamsStrong understanding...  ...investment management and private banking solutions. Asset... 
    Senior
    Private
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    7 days ago
  •  ...Implementation Product Owner for Managed Investments, you will act on behalf of...  ...us in shaping the future of wealth management advisory solutions...  ...to use across the U.S. Private Bank and U.S. Wealth channels...  ...program with strong senior leadership support and team with... 
    Senior
    Private
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    7 days ago
  •  ...collaboration with Nuveen, is seeking an experienced financial advisor to manage a book of affluent clients in a hybrid, US-based role. You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through... 
    Senior

    Nuveen

    Brooklyn, NY
    2 days ago
  • Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support...  ...guidance. This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team... 
    Senior

    53 Stations

    Brooklyn, NY
    1 day ago
  • $117k - $175k

     ...and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely...  ...lending relationships with strategic wealth clients. This role supports responsible and...  ...hedge fund, yacht, unsecured, insurance, private equity, and subscription‑finance facilities... 
    Senior
    Private
    Work at office
    Shift work
    Day shift

    International Association of Insurance Professionals (IAIP)

    Brooklyn, NY
    2 days ago
  •  ...Education Consultant and Wealth Advisor page is loaded## Education...  ...Wealth Advisorremote type: Hybrid Workinglocations: Omaha, NEtime...  ...to join our Retirement and Private Wealth Team!As an Education Consultant...  ...(IRA, 529, Non-qualified investments, etc.)* Maintain a level of... 
    Private
    Work experience placement
    Local area
    Immediate start
    Flexible hours

    HUB International

    Brooklyn, NY
    3 days ago
  • Citibank (Switzerland) AG is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Brooklyn, NY. The role focuses on deepening...  ...-net-worth clients, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet... 
    Senior

    Citibank (Switzerland) AG

    Brooklyn, NY
    2 days ago
  • $100k - $150k

     ...fulfilling career.Join us as a Senior Recruiter, Investor...  ...(required); knowledge of wealth management, asset management...  ...Boston locations and is a hybrid role, with a minimum of three...  ...of innovation. As a private partnership, every investment we make is in the relationships... 
    Senior
    Private
    Full time
    Local area
    Flexible hours

    Brown Brothers Harriman

    Jersey City, NJ
    4 days ago
  • $171.6k - $338.3k

     ...corporate strategic buyers and private equity investors And...  ...trusted partner and apply to this Senior Manager role today! Recruiting...  ...in navigating complex growth, investment and divestiture scenarios....  .... Our clients include asset, wealth, and investment advisers and... 
    Senior
    Private
    Local area
    Visa sponsorship

    Deloitte

    Jersey City, NJ
    3 days ago
  •  ...Naperville/Rolling Meadows, IL, is seeking a Senior Underwriter for its Management Liability...  ...with wholesalers to grow a profitable private, not-for-profit management liability book...  ...based in Naperville or Rolling Meadows with hybrid schedule. The ideal candidate has at... 
    Senior
    Private

    IAT Insurance Group

    Brooklyn, NY
    14 hours ago
  • The Citi Private Bank in Houston seeks an Investment Counselor Sr. Lead to serve as the primary client contact and trusted investment advisor for ultra-high net...  ...traditional and alternative investments with wealth planning, and collaborate with bankers to grow investment... 
    Private

    Citibank (Switzerland) AG

    Brooklyn, NY
    2 days ago
  • Washington Trust Company in Providence, RI, seeks a Senior Financial Planner to join our Wealth Management team. You will create and present comprehensive...  ...planning expert. The role is based in Providence with hybrid opportunities. You will work with internal partners on... 
    Senior

    Washington Trust Company

    Brooklyn, NY
    4 days ago
  •  ...is 60% client solutions and 40% alternatives research, with a hybrid work model out of Santa Monica or Pittsburgh. You will support...  ...to the alternatives research team. The candidate will evaluate private markets opportunities (private equity, private credit, real assets... 
    Senior
    Private

    Wilshire Advisors, LLC

    Brooklyn, NY
    4 days ago
  • ## Tax Senior Manager - Private Client ServicesApplylocations: Owings Millstime type: Full timeposted...  ...location, as EisnerAmper follows a hybrid working model and has offices available...  ...funds, private equity, and other investment-related individuals.* Possess comprehensive... 
    Senior
    Private
    Temporary work
    Private practice
    Work at office
    Local area

    EisnerAmper

    Brooklyn, NY
    2 days ago
  • $189.2k - $372.9k

    Position Summary Private Equity M&A Strategy & Diligence Senior ManagerOur Deloitte Strategy & Transactions...  ...shape deal strategy, validate the investment thesis, and improve odds of value...  ...customers. Our clients include asset, wealth, and investment advisers and... 
    Senior
    Private
    Odd job
    Work experience placement
    Local area

    Deloitte

    Jersey City, NJ
    4 days ago
  • PNC Financial Services Group, Inc. seeks a senior Wealth Strategist to develop and implement tax, estate and financial plans for highly complex clients. You will collaborate with planning resources and retain and grow assets under management by deepening client relationships... 
    Senior
    Private

    PNC Financial Services Group, Inc.

    Brooklyn, NY
    14 hours ago
  • $190k - $250k

     ...This RolePartners with Chief Investment Strategist to define and communicate...  ...strategy across public and private markets. Leads research...  ...Global Investment Strategist - Senior Vice President to join their...  ...United States.The position is Hybrid.Compensation: Base salary $19... 
    Senior
    Private

    InforCapital

    Brooklyn, NY
    14 hours ago
  • H. T. PROF Group is seeking a Senior Accountant in Downtown Miami. The role reports to the Chief Financial Officer and supports both management...  ...to own responsibilities from day one. This is a full-time, hybrid position with mentorship and clear career progression. #J-18808... 
    Senior
    Private
    Full time

    H. T. PROF Group

    Brooklyn, NY
    4 days ago
  • $130k - $180k

     ...fund infrastructure needs of Private Equity and Debt Funds. At Petra...  ...and detail-oriented Credit Senior Accountantto join theirTeam....  ...across a portfolio of credit investments tied to large, complex technology...  ...throughout the year. Hybrid work environment t hat offers... 
    Senior
    Private
    Immediate start
    Flexible hours

    Petrafundsgroup

    Brooklyn, NY
    1 day ago
  •  ...Senior Client Service Associate As a Senior Client Service Associate...  ...within the Latin America Private Bank at J.P. Morgan you will...  ...+ years of experience in the investment management industry...  ...Veterans J.P. Morgan Asset & Wealth Management delivers industry-... 
    Senior
    Private
    Work at office

    JPMorgan Chase

    Jersey City, NJ
    14 hours ago
  • $100.35k - $205k

     ...trusts, estates, family offices, investment vehicles, charitable...  ...career with Deloitte’s growing Private Wealth practice! Recruiting for this...  ...Tax Consultants and Tax Seniors; you will begin taking on lead...  ...job responsibilities within a hybrid work model that requires US... 
    Private
    Private practice
    Work at office
    Local area

    Deloitte

    Jersey City, NJ
    5 days ago
  • Navita Health in Ohio offers a Senior Manager- LICDC Counselor role that blends direct client care with leadership. You will carry a caseload while...  ..., with a blended clinical and operational leadership scope in a remote/hybrid environment. #J-18808-Ljbffr Navita Health
    Senior
    Remote job

    Navita Health

    Brooklyn, NY
    1 day ago
  • Join JPMorganChase Wealth Management's Chief Data Office, a collaborative team focused...  ...200 years and today we are a leader in investment banking, consumer and small business banking...  ...-leading investment management and private banking solutions. Asset Management provides... 
    Senior
    Private
    Work at office

    JP Morgan Chase

    Jersey City, NJ
    5 days ago
  •  ...family office in Oklahoma City to hire a Senior Accountant. This is a great opportunity...  ...records across multiple entities and investments Handle intercompany transactions and reconciliations...  ...structures preferred Family office, private wealth, investment, real estate, or public... 
    Senior
    Private
    Work at office

    Connect Search, LLC

    Brooklyn, NY
    14 hours ago
  •  ...Senior Auditor Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening governance and driving operational...  ...; Wealth Management Solutions, which provides investment expertise and global market insights; and Workplace Solutions... 
    Senior
    Private
    Visa sponsorship

    Chase

    Jersey City, NJ
    1 day ago
  • Join our Private Bank/Wealth Management Solutions Internal Audit team and play a key role in strengthening...  ...Management Solutions, which provides investment expertise and global market insights;...  ...plan administration platform.As a Senior Auditor on the Private Bank/Wealth... 
    Senior
    Private
    Visa sponsorship

    JP Morgan Chase

    Jersey City, NJ
    7 days ago
  •  ...to help shape the future of private banking for advisors at the world...  ...design decisions to senior stakeholders and leadership....  ...and today we are a leader in investment banking, consumer and small business...  ...THE TEAM J.P. Morgan Asset & Wealth Management delivers industry-... 
    Senior
    Private

    J.P. Morgan

    Jersey City, NJ
    14 hours ago
  • KeyBank is seeking a Private Client Banker (PCB) to manage the end-to-end client relationship with a plan-based approach to financial...  ...and refer financial solutions to clients with up to $2M in investable assets, gathering and documenting client data and providing tailored... 
    Private

    KeyCorp

    Brooklyn, NY
    14 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Private Wealth Investment Counselor (Hybrid). Be the first to apply!