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
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$75k - $85k
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...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...SeniorPrivateWork at officeShift workDay shift- ...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
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...holistic planning that goes far beyond investments to address every way money impacts life... ...a high-touch, member-facing role as a Senior Tax Associate. If you love the strategic... ...advisory side of public accounting or private wealth management—but dread tax season, compliance...SeniorPrivateDaily paidTemporary workWork at officeFlexible hours- ...delivery on municipal, transportation, and private-sector portfolios. You own client... ...and within budget. We hire at mid-level or senior level; opportunity to blend civil PM, pre... ...construction, and estimating in your role. Hybrid work in VA/online collaboration offered;...SeniorPrivateFor contractorsRelocation
- 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...SeniorPrivateFull time
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## Private Wealth AdvisorApply: New York: Full time: Posted Yesterday: JR7388**“I can be myself at work.”**You are more than a job title.... ...intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences. We believe...PrivateFull timeTemporary workLocal areaFlexible hours- ...Fairway Wealth Management is an independent wealth management firm... ...clients, Fairway coordinates investment strategy, tax planning, cash... ...net-worth families. This is a hybrid role (4 days in office /... ...advisory, public accounting, private banking, or a related field Significant...PrivateWork at officeRemote work
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...Commuter benefits (Denver employees only) Hybrid workplace policy encouraging regular... ...our webpage at POSITION SUMMARY The Senior Analyst, Enterprise FP&A is the... ...experience in FP&A, corporate development, private equity, and/or investment banking Exceptional analytical,...SeniorPrivateTemporary workWork experience placementWork at officeFlexible hours- ...of July 31, 2026. Position Rockefeller Private Office is core to who we are as a firm. The... ...of experienced professionals - including wealth planners, tax advisors, estate attorneys,... ..., and family governance needs. The Senior Wealth Strategist is a member of the Rockefeller...SeniorPrivateWork at officeLocal area
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