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
$176.72k - $265.08k
...Applications Development Group Manager is a senior management level position responsible... ...data engineering problemsExperience in Wealth Investment data domain is preferred; an ideal... ...developmentExperience in Wealth Management / Private Bank data space. Familiarity with key...SeniorPrivateFull time- 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...SeniorPrivateWork at office
- ...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...SeniorPrivateWork at office
$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...SeniorPrivateFull timeLocal areaFlexible hours- ...custom mortgage ultra high net worth clients. Works closely with private banking relationship managers in providing custom mortgage... ...loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management...SeniorPrivateWork at officeFlexible hoursShift workDay shift
Mmbba
Brooklyn, NY2 days ago $200k - $300k
## Citi Private Bank | Investment Counselor | San Francisco & Palo AltoApplyremote type: Hybridlocations: San... ...to negotiate internally, often at a senior level. Some external communication... ...traditional and alternative investments with wealth planning and private banking...PrivateFull timeLocal area$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...SeniorPrivateOdd jobWork experience placementLocal area- ## 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...SeniorPrivateTemporary workPrivate practiceWork at officeLocal area
EisnerAmper
Brooklyn, NY2 days ago - TIAA is seeking a Portfolio Manager in Private Asset Management to oversee high-net-worth... ...client portfolios and deliver tailored investment advice. The role emphasizes direct client... ...allocation strategies, requiring strong wealth management expertise. The position...SeniorPrivate
- ...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... ...Team J.P. Morgan Asset & Wealth Management delivers industry-...SeniorPrivateWork at office
Chase
Jersey City, NJ2 days ago - ...Charlotte, NC is seeking a highly analytical Senior Associate to join our Finance team. This... ...exposure to executive leadership in a private equity-backed environment. Ideal candidates... ...track record building operating models. Hybrid schedule: Mon/Tue/Thu in-office. #J-1880...SeniorPrivateWork at office
$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...PrivatePrivate practiceWork at officeLocal area- HUB International in Rockville, MD is seeking a Client Service Associate to support the Retirement and Private Wealth team on a hybrid schedule. You will help onboard new clients, maintain client profiles, and coordinate meetings while ensuring accurate CRM records and...PrivateWork at office
- KeyCorp in Auburn, WA seeks a Private Client Banker to manage client relationships with a plan-based approach, delivering financial wellness guidance and referring solutions across investment, insurance, mortgage, and business banking as appropriate. The role focuses on...Private
- ...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...SeniorPrivateVisa sponsorship
Chase
Jersey City, NJ1 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...SeniorPrivateVisa sponsorship
- ...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... ...TEAM J.P. Morgan Asset & Wealth Management delivers industry-...SeniorPrivate
hackajob
Jersey City, NJ1 day ago $95k
Position Title: Senior Local Health Grants Manager Salary: $95,000 (plus benefits) Position... ...: Kentucky Department for Public Health (hybrid) About the CDC Foundation The CDC... ...Congress to mobilize philanthropic partners and private-sector resources to support CDC’s...SeniorPrivateFor contractorsLocal areaRelocation$137.4k - $233.6k
## Senior Banking Advisor, Wealth ManagementApplylocations: Chicago, ILtime type: Full timeposted on: Posted... ...external to banking in the areas of investment and fiduciary.* Responsible for... ...financial analysis and client servicing, private and commercial lending and/or...SeniorPrivateH1bWorldwideFlexible hours$99.75k - $145k
...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...SeniorPrivateVisa sponsorshipJPMorgan Chase Bank, N.A.
Jersey City, NJ5 days ago- Citigroup Inc. in New York, Elmhurst, is seeking a Sr. Analyst for Wealth Relationship Management. The role requires deep financial... ...will coordinate with specialists to tailor banking, credit and investment solutions and ensure strict KYC/AML compliance. Expect to lead...Senior
- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- ...partner with Directors and Managing Directors in delivering comprehensive wealth management solutions to ultra-high-net-worth clients. This role blends client relationship management, investment implementation, wealth planning coordination, business development, and operational...Senior
$134k - $305.9k
...services to some of the most complex and prestigious public and private sector entities. This team consists of a diverse group of... ...time off options. Join us in our team‑led and leader‑enabled hybrid model. Our expectation is for most people in external, client‑serving...SeniorPrivateSummer holidayWork at officeLocal areaFlexible hours- California Bank & Trust is seeking a Private Banking Relationship Manager in San Francisco, CA. You will act as the principal account... ...a portfolio while expanding business through loans, deposits, investments, and referrals. The role requires 8+ years in lending/sales,...SeniorPrivate
- Patria Investments Ltd in Chicago seeks an experienced Fund Accounting Manager to lead the fund operations team, delivering governance,... ...valuation oversight, and cross-functional collaboration across private markets. You will partner with Investment, Finance, Legal, Compliance...SeniorPrivate
$115k - $125k
...Alpine Investors, a top-decile private equity fund with $4.0 billion... ...and entrepreneurial Senior Associate to join our growing... ...in FP&A, corporate finance, investment banking, private equity, consulting... ...experience + performance-based bonus Hybrid Schedule: In-office Monday,...SeniorPrivateHourly payFull timeFor contractorsWork at officeLocal area- PGIM, Inc. in Chicago is seeking an Investment Analyst to join our private credit team. You will support underwriting... ...capital in the Midwest. This hybrid role is based in Chicago, IL, with on... ...exposure to the investment committee and senior professionals, building a foundation...Private3 days per week
- Scottish Rite for Children is seeking a Sr. Investment Analyst to support an institutional investment portfolio across equities, fixed income, and alternatives including private equity, private credit, and hedge funds. Responsibilities include data gathering, private investment...SeniorPrivate
- ## Client Service Associate, Wealth Management - Potential for Hybrid WorkApplyremote type: Hybrid Workinglocations... ...do more than offer a job. They invest in their people, celebrate their communities... ...** to join our Retirement and Private Wealth team in our **Rockville, MD*...PrivateHourly payInternshipWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Wealth Investment Counselor (Hybrid). Be the first to apply!
Related searches
- correctional counselor Brooklyn, NY
- admissions counselor Brooklyn, NY
- residential counselor Brooklyn, NY
- international student counselor Brooklyn, NY
- child care counselor Brooklyn, NY
- drug and alcohol counselor Brooklyn, NY
- rehabilitation counselor Brooklyn, NY
- housing counselor Brooklyn, NY
- program counselor Brooklyn, NY
- benefits counselor Brooklyn, NY