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
- Wealth - Private Bank, Summer Analyst, Hong Kong, 2027 Job Req Id: 26988478 Location(s): Hong Kong, Central and Western District, Hong Kong SAR... ...include, but are not limited to, the following: Banker Investment Solutions / Product Investment Counselling Strategy &...Summer workPrivateFull timeWork experience placementInternshipSummer internshipWork at officeLocal area
- ...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
$211.28k - $316.92k
...StatesSalary: $211,280.00 - $316,920.00Category: Private Client Product Services, Professional, WealthCompany: CitiThe Investment Counselor Sr. Lead is a strategic professional who... ...work within the team/project. The Private Bank at Citi (CPB) is part of the Institutional...PrivateFull timeLocal area- ...Description As a 2027 Asset & Wealth Management Global Private Bank Global Families Group Summer Analyst in the Global Families Group, you will work with our... ...international individuals and families who have investments, business interests and family circumstances across...Summer workPrivateFull timeWork at officeImmediate 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
- Private Banker - Saudi Market Apply (opens in new window) Job Req Id: 2695... ...impact. Job Overview Citi Private Bank is a trusted advisor to the world... ...develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) clients within the Saudi Market....PrivateFull time
- ...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
- 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
$200k
...establish long-term connections to the Citi Private Bank. Effectively manage client... ...Help clients achieve broad financial/investment goals related to the creation and management... ...experience in Private Banking having covered the UHNW market / Extensive experience in working...PrivateFull time- Citi invites applications for its Wealth - Private Bank Summer Analyst Program in Hong Kong. This 10-week internship provides intensive training, mentorship, and a tailored project assignment within Citi Private Bank to build essential skills and a deep understanding of...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
- 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
- ...Summer Analyst 2028Arena is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing... ...consumer asset types (including but not limited to private direct corporate and commercial real estate bridge...Summer workPrivate
$100k
...Job description Summer Internship Program Overview Join us... ...Why the Global Transaction Banking Summer Intern Program? The... ...closely with the Corporate and Investment Bank, offering vital assistance... ...mentoring of junior colleagues. Analyst Expectations Will have an...Summer workHourly payPermanent employmentFull timeInternshipSummer internshipWork at officeImmediate startVisa sponsorshipWork visa- Oppenheimer & Co. Inc. in New York seeks a Senior Analyst for its Healthcare Life Sciences team. The... ...and equity/debt placements for public and private companies. The successful candidate has at least 2 years in investment banking, strong Excel skills, and excellent...Private
- ...Chase & Co. in New York invites applicants for its three-year Private Bank analyst program within the Global Families Group. You will support... ...Bankers serving Ultra High Net Worth clients, learn investment strategies, and collaborate across markets to develop client...PrivateTraineeship
- 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
$115k
We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...Join our Corporate Banking team as a Summer Analyst and become part of a team focused on delivering innovative banking and investment solutions to CIBC’s corporate and institutional...Summer workTemporary workFixed term contractWork experience placementInternship$100k - $135k
The CB Intern Analyst NE is an intermediate level position responsible... ...for leading the planning of investment strategies and solutions for... ...with the Institutional Banking team. The overall objective of... ...Banking group is looking for Summer Analysts to join the Corporate...Summer workFull timeInternship- Raymond James is seeking an Investment Banking Summer Analyst within Capital Markets & Advisory. This position involves high responsibility on transactions... ..., equity, and advisory work, with exposure to public and private financings and mergers & acquisitions. Summer Analysts...Summer workPrivate
- ...NY (Hybrid) Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst / Early Career Compensation: Competitive base salary... ...roles featured within the Career Launch AI Private Job Board. It is not a direct job opening with a...PrivateFull timeInternship
$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- 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
$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- ...Job Description Energy & Infrastructure Banking Analyst Career Launch AI Talent Network... ...Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience... ...featured within the Career Launch AI Private Job Board. It is not a direct job...PrivateFull timeInternship
$211.28k - $316.92k
...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- 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
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