UHNW Investment Counselor - Private Bank Summer Analyst
Citi Group
Citi in Los Angeles seeks a Managing Director, Investment Counselor to lead investment relationships with ultra-high-net-worth clients. This role will drive advisory services, cross-selling across Citi Private Bank teams, and strategic account planning, leveraging deep market knowledge and senior-level negotiation skills. You will manage complex portfolios, collaborate with bankers and partners, and set the technical direction for client solutions, while upholding Citi's compliance standards. #J-18808-Ljbffr Citi
- ...opportunity for you. By joining our Analyst Program, you'll become part... ...Advisor Trainee in Global Private Bank, you will gain exposure to... ...management, including investments, lending, banking, and trust... ...specialists. Throughout the summer, you'll learn about our business...Summer workPrivateFull timeTraineeshipImmediate start
- ...opportunity for you. By joining our Analyst Program, you'll become part... ...Advisor Trainee in Global Private Bank within the Latin America... ...management, including investments, lending, banking, and trust... ...You Can Expect Joining our Summer Analyst Program means you will...Summer workPrivateFull timeTraineeshipSummer internshipImmediate start
- ...environment? As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst, you will work with our teams to understand client... ...goals. You will partner with bankers, global investment specialists, and estate experts to recommend investment...Summer workPrivateFull timeImmediate startVisa sponsorship
- 2027 - Asset & Wealth Management - Global Private Bank Advisor Program (Summer Analyst) - LatAm We are looking for ambitious students passionate about... ...our Global Private Bank - Latin America team, covering investments, lending, banking, trust and estate planning. You...Summer workPrivateFull timeInternshipVisa sponsorship
$200k - $300k
Citi is seeking an accomplished Investment Counselor to join their Private Bank in New York. This role focuses on managing investment relationships with ultra-high net worth clients, providing tailored investment advice and solutions. Candidates should have 15+ years of...Private- ...A renowned educational institution is offering a ten-week Summer Internship in the investment industry. Interns will analyze private equity fund opportunities and assist in due diligence and presentations for investment recommendations. Qualified candidates should pursue...Summer workPrivateInternshipSummer internship
$200k
...Citi Private Bank - UHNW Private Banker - Director / MD Job Req Id: 25885495 Location(s): Houston, Texas, United States Job Type: Hybrid... ...Development Grow client net revenue annually in core product areas: investment management, capital markets, and banking & lending Create...PrivateFull time- Wealth Management - Private Bank - PLP Borrower Specialist JPMorgan Chase & Co. is a leading global financial services firm with assets... ...segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking...PrivateWork at office
- ...financial services firm is seeking ambitious students for their Analyst Program in Latin America. The program spans nine weeks,... ...paced, collaborative financial environment, with the possibility of summer internships for top performers. #J-18808-Ljbffr JPMorganChaseSummer workPrivateSummer internship
$100k
...RBC CAPITAL MARKETS RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations... ...to join our Corporate Banking platform for a 10-week U.S. Summer Analyst Program. What is the opportunity? We are...Summer workFull timeFixed term contractInternship- A leading financial services company in New York is seeking a Summer Analyst for its Asset & Wealth Management division. This role involves understanding client needs and developing financial strategies within a team of experts. Ideal candidates will be pursuing a Bachelor...Summer workPrivateFull timeInternship
- ...is offering a 2027 Asset & Wealth Management Global Private Bank Global Families Group Asia Summer Analyst program in New York and San Francisco. You will... ...study market activities, and collaborate with bankers, investment specialists, and estate experts to tailor wealth...Summer workPrivateFull time
- ...Consistently ranked among New York’s top private schools by Niche (#29 K–12, #5 Arts, #3... ...Counseling Serve as the primary college counselor for an assigned caseload of students, guiding... ..., extracurricular engagement, and summer opportunities. Programming & Student Engagement...Summer workPrivateSummer internshipWork at office
$50 per hour
Morgan Stanley Investment Management (“MSIM”), together... ...is a part of a ~$30bn private equity and credit platform... ...a Pre-MBA Associate/Analyst to work directly with... ...in investment banking or private equityExperience... ...program is to start in Summer 2027.WHAT YOU CAN EXPECT...Summer workPrivateTemporary workWorldwide- Banking - Capital Markets, Summer Analyst, Hong Kong - APAC, 2027 Job Req Id: 26984751 Location(s): Hong Kong, Central and Western District, Hong Kong... ...as a strategic advisor to our clients by formulating investment strategies and raising capital for clients. You're the...Summer workFull timeLocal area
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional,... ...deep industry specific expertise. The Investment Counselor is the primary wealth advisor serving... ...with wealth planning and private banking services to optimize client service...PrivateFull time- ...Management, Financial Planning | Summer Analyst Parsippany, New Jersey,... ...division Wealth Management includes Private Wealth Management, Goldman Sachs Ayco and Private Banking, Lending & Deposits. Across... ...provide financial planning, investment management, banking and...Summer workPrivateFull timeSummer internshipWork at office
- JPMorganChase in the U.S. Private Bank is seeking an Analyst for its two-year Program Banker Analyst role. You will work with bankers, investment specialists, capital advisors, and trust and estate experts to win new clients and serve existing ones. As a top-performing...Private
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...to the next level. As a Program Banker Analyst in the U.S. Private Bank, you will work... ...team with our bankers, global investment specialists, capital advisors, and trust...PrivateWork experience placement
$75k - $95k
...to empower institutional investors to confidently invest in alternative markets (think Bloomberg, but for private markets). Our AI-native product transforms messy,... ...MBAs at Stanford and co‑founded Tetrix in the Summer of 23. Who You Are You love financial data – you...Summer workPrivateWork at office$100k
Level Equity in New York is looking for a Private Equity Summer Analyst to identify and analyze investment opportunities. The role requires strong communication, analytical skills, and a proactive approach to networking. Qualified candidates should demonstrate academic...Summer workPrivate$95k
...in New York is seeking highly motivated undergraduate students to join our Private Equity team as Summer Analysts. Interns will gain hands-on experience analyzing leveraged buyouts and investments. You will conduct due diligence, financial modeling, and prepare...Summer workPrivateVisa sponsorship- ...knowledgeable Sports/Operations Counselors to execute. The ideal... ...and tennis program Attend all Summer Academy activities including... ...training to food pantries and private pool clubs, Commonpoint is by... ...being a part of Commonpoint is investing in a community where everyone...Summer workPrivateWork at officeMonday to Friday
- 2026 Portfolio Management Summer Analyst - Starwood Capital, New York, NY. Starwood Capital Overview Starwood Capital Group is a private investment firm focusing on global real estate. Since 1991, the firm has raised over $80 billion of capital and now manages approximately...Summer workPrivateFull timeInternshipSummer internship
- 2026 Global Private Bank Investment Solutions Program (Fulltime Analyst) job at JPMorgan Chase & Co.. New York, NY. Job Description If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role...PrivateFull timeTraineeshipImmediate startVisa sponsorship
$115k - $205k
Morgan Stanley in New York is hiring an Investment Officer to manage Single Family Office client portfolios with a focus on asset allocation and risk management. The ideal candidate has 5-10 years of investment experience, strong skills in alternative investments, and...PrivateWork at office$200k - $300k
...Responsibilities: Investment counselors joining Citi Private Bank will be distinguished and highly accomplished at establishing, growing and managing investment relationships with ultra-high net worth clients. They should be experienced in the implementation and oversight...PrivateFull timeLocal area$170k - $210k
...integrating financial planning, investment management, business... ...criteria methodology here.Regis UHNW Team: Our Regis Group was specifically... ...will help a wide range of private investors, business owners,... ...(PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant...PrivateTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$60.41k - $105k
...in a specialized role in the field of Investment Banking. Job Description Raymond James... ...Job Summary Investment Banking Summer Analysts (part of the Capital Markets & Advisory... ...financial products, including public and private debt and equity financings, mergers...Summer workPrivateWork experience placement- .... Ideal candidates will possess strong analytical abilities and a keen interest in private equity strategies. The position is designed for a summer 2026 start, providing valuable experience in a dynamic investment environment. #J-18808-Ljbffr InforCapital, partnershipSummer workPrivate
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