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

Private Banking MD — UHNW Wealth & Strategy Leader

Citi

Citi Private Bank in Costa Mesa, CA seeks a senior Private Banker Group Manager with 15+ years in private banking to lead a high-performance team. You will act as a trusted advisor to UHNW clients, align family wealth goals with tailored investment strategies, and drive multi-generational relationships with Citi Private Bank. The role emphasizes strategic leadership, risk management, and cross-functional collaboration to deliver bespoke wealth solutions and sustainable growth for clients and the #J-18808-Ljbffr Citi

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Banking MD — UHNW Wealth & Strategy Leader in Costa Mesa, CA vacancy
  • $150k - $230k

    IntroductionSince 1973, East West Bank has served as a pathway to...  ..., entertainment and media, private equity and venture capital, and...  ....Assesses client's source of wealth, growth of business, lending...  ...seminars.Develops financial strategies by guiding client to establish... 
    Private
    Full time

    East West Bank

    Irvine, CA
    5 days ago
  • $34.62 - $52.4 per hour

     ...begins with you.Wells Fargo is seeking a Senior Wealth Management Banking Coordinator (SAFE) in the Legal Specialty Group within Private Wealth in Banking, Lending and Trust.In...  ...internal customers.Receive direction from leaders and exercise independent judgment while developing... 
    Private
    Full time
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Irvine, CA
    1 day ago
  •  ...meet their financial needs. As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support...  ...drive the execution of key strategies and tactics that focus on growth...  ...Chase partners i.e. Consumer Banking & Business BankingPossess strong... 
    Suggested
    Flexible hours

    JP Morgan Chase

    Irvine, CA
    3 days ago
  • $83.92k - $125.88k

     ...3,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is...  ...recognize and understand a client's banking, credit and investment needs and...  ...and financial planning strategies preferred.Must be a self-starter... 
    Suggested
    Full time
    Work at office

    Citigroup

    Fountain Valley, CA
    5 days ago
  • $83.92k - $125.88k

     ...3,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is...  ...recognize and understand a client's banking, credit and investment needs and...  ...and financial planning strategies preferred.Must be a self-starter... 
    Suggested
    Full time
    Work at office

    Citigroup

    Irvine, CA
    4 days ago
  •  ...while enabling them to preserve their wealth for future generations, and provide for...  ...to create tailored client acquisition strategies.*Client Relationship Management** Serve...  ...client acquisition in financial services, private banking, or wealth management.* Minimum 8-10... 
    Private
    Permanent employment
    Temporary work
    Work at office

    Corient Private Wealth LLC.

    Newport Beach, CA
    3 days ago
  • $250k

     ...$250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany...  ...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance...  ...and alternative investments with wealth planning and private banking services... 
    Private
    Full time
    Local area

    Citigroup

    Costa Mesa, CA
    4 days ago
  •  ...unique brand of relationship banking and fostering a culture where...  ...About the Role: A Senior Wealth Advisor is an experienced...  ...Client Service Specialists, Private Bankers, and Wealth Strategists...  ...comprehensive planning and investment strategies consistent with their... 
    Private
    Immediate start

    Columbia Banking System, Inc.

    Irvine, CA
    3 days ago
  • $110k - $207.5k

     ...Sales will report into the Wealth Services Chief Revenue...  ...global revenue growth strategies across our Wealth...  ...ultra-high-net-worth (UHNW) clients and large enterprise...  ...investments, private credit solutions, and securities...  ...advisors, and private banks with a command of the key... 
    Private
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Irvine, CA
    1 day ago
  •  ...Registered Wealth Management Client Associate Newport Beach, California To proceed...  ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N.... 
    Private
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Newport Beach, CA
    5 days ago
  • $150k - $190k

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to...  ...more about CIBC, please visit CIBC.comWhat you'll be doingAs a Private Wealth Business Development Officer (BDO), you are responsible for... 
    Private
    Full time
    Remote work

    CIBC Bank

    Newport Beach, CA
    4 days ago
  • $34.55 - $55.19 per hour

     ...CREDIT ASSOCIATE- Private Banking Commercial Real Estate WHAT IS THE OPPORTUNITY? The Credit Associate-Private Banking Commercial Real...  ...~ Experience working with high net worth / private banking / wealth management clients is preferred. Candidate must have... 
    Private
    Hourly pay
    Permanent employment
    Work at office
    Remote work

    City National Bank

    Irvine, CA
    11 days ago
  • $236.56k - $414.12k

     ...Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq...  ...and estate planning, and private banking. We are seeking an...  ...partner to outline overall strategy to reporting managers and... 
    Private
    Full time
    H1b
    Worldwide
    Flexible hours

    Northern Trust

    Newport Beach, CA
    3 days ago
  •  ...devise customized financial strategies for existing and...  ...years and today we are a leader in investment banking, consumer and small business...  ...the TeamJ.P. Morgan Asset & Wealth Management delivers industry...  ...investment management and private banking solutions. Asset Management... 
    Private
    Work experience placement

    Chase

    Irvine, CA
    1 day ago
  • $139.23k - $163.8k

    At U.S. Bank, we’re on a journey to do our best. Helping the customers...  ...Day One.Job DescriptionThe PWM Wealth Strategist is responsible for working with Private Wealth Advisors to develop and bring...  ...planning, philanthropic strategies, and trust and fiduciary advice.... 
    Private
    Full time
    Work experience placement
    Work at office
    Local area

    US Bank

    Irvine, CA
    5 days ago
  •  ...clients within J.P. Morgan's U.S. Private Bank. If you have an...  ...multi-asset class investments, wealth advisory and estate planning....  ...devise customized financial strategies for existing and prospective...  ...200 years and today we are a leader in investment banking, consumer... 
    Private
    Work experience placement

    Chase

    Irvine, CA
    1 day ago
  • $125k - $145k

     ...Job function Job function Accounting/Auditing, Finance, and Strategy/Planning Industries Staffing and Recruiting, Wholesale...  ...00 1 week ago Irvine, CA $125,000.00-$140,000.00 1 day ago Wealth & Private Banking Regional Manager Assistant Director, Finance and Administration... 
    Private
    Full time
    Work experience placement

    Co-nexus

    Irvine, CA
    1 day ago
  •  ...Private Banker We are actively looking for exceptionally...  ...Morgan's U.S. Private Bank. If you have an...  ...preserving and managing their wealth. You will use your...  ...years and today we are a leader in investment banking,...  ...and institutions with strategies and expertise that span... 
    Private
    Temporary work
    Work experience placement
    Local area

    Chase

    Irvine, CA
    4 days ago
  • $127.63k - $237.01k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client...  ...to these clients including banking, credit, asset management, trust...  ...investments, trust and wealth transfer, credit, deposit, and...  ...adjustments to their investment strategies and holdings consistent with... 
    Private
    Remote work

    City National Bank

    Irvine, CA
    2 days ago
  • $205k - $240k

    PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and...  ...to drive the adoption of AI across the Product Strategy Group and fundamentally reshape how the... 
    Private
    Full time
    Work experience placement
    Flexible hours

    Pimco

    Newport Beach, CA
    1 day ago
  • $171.6k - $338.3k

     ...Summary Our Deloitte Strategy & Transactions team...  ...recognized marketplace leader among large...  ...corporate strategic buyers and private equity investors And succeeding...  ..., merger agreements, bank finance agreements, and...  ...clients include asset, wealth, and investment... 
    Private
    Local area
    Visa sponsorship

    Deloitte

    Costa Mesa, CA
    5 days ago
  •  ...their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  ...’ success and the goals of the bank, while fostering a culture of diversity...  ...solutions, and out-of-the-box thinking we're known for as a global leader.... 

    JPMorgan Chase & Co.

    Newport Beach, CA
    more than 2 months ago
  • $100k

     ...hone existing skills and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private Wealth Advisor on our...  ...separate accounts, mutual funds, private equity, alternative strategies, and hedge funds. In addition to core investment strategies managed... 
    Private
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Irvine, CA
    5 days ago
  • $80k - $85k

     ..., LLC is a relationship-driven investment bank focused on serving growth companies and their...  ...trading, technical insights, derivatives strategies and corporate access. Headquartered in Newport Beach, California, Roth is a privately held, employee-owned organization and... 
    Private
    Work at office

    MKM Partners

    Newport Beach, CA
    2 days ago
  •  ...firm seeks an Associate for its Finance - Banking (Lender Side) practice in Costa Mesa, CA...  ...a minimum of 2 years of experience in private credit, acquisition finance, or leveraged...  ...members to develop innovative financing strategies. Assist in structuring and negotiating... 
    Private

    BCG Attorney Search

    Costa Mesa, CA
    4 days ago
  •  ...Diverse financial services firm & investment bank Industry Financial Services Type...  ...Services Finance Banking Wealth Management Banking & Mortgages Asset...  ...and investment bank asset management private banking and commercial banking Business... 
    Private

    Confidential

    Irvine, CA
    1 day ago
  • Crowe is growing and seeking future leaders for a Senior Associate track within Audit & Assurance. The role leads engagements in the...  ...Services vertical, with opportunities to rotate across Banking, Private Equity, Asset Management, Insurance, and Fintech to align with... 
    Private

    Crowe

    Costa Mesa, CA
    2 days ago
  • $150k

     ...Vice President Relationship Manager At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager in... 
    Temporary work
    Work at office

    JPMorgan Chase

    Irvine, CA
    1 day ago
  •  ...to support decision-making around expansion and operational strategies.Support strategic project work spanning transactions, critical...  ...in strategic finance, corporate finance, investment banking, private equity, consulting, or another highly analytical role.A strong... 
    Private
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start
    Relocation package

    Anduril Industries

    Costa Mesa, CA
    4 days ago
  •  ...Private Banker In The U.S. Private Bank We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated...  ...families on building, preserving and managing their wealth. You will use your knowledge of investments, financial... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase

    Irvine, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Banking MD — UHNW Wealth & Strategy Leader. Be the first to apply!