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

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Investment Counselor - Private Bank Summer Analyst in New York, NY vacancy
  •  ...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 work
    Private
    Full time
    Traineeship
    Immediate start

    JP Morgan Chase

    New York, NY
    3 days ago
  •  ...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 work
    Private
    Full time
    Traineeship
    Summer internship
    Immediate start

    JPMorgan Chase & Co.

    New York, NY
    more than 2 months ago
  •  ...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 work
    Private
    Full time
    Immediate start
    Visa sponsorship

    JPMorgan Chase & Co.

    New York, NY
    more than 2 months ago
  • 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 work
    Private
    Full time
    Internship
    Visa sponsorship

    JPMorganChase

    New York, NY
    4 days ago
  • $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

    Citi

    New York, NY
    22 hours ago
  •  ...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 work
    Private
    Internship
    Summer internship

    Wayne State

    New York, NY
    1 day ago
  • $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... 
    Private
    Full time

    Citi

    New York, NY
    22 hours ago
  • 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... 
    Private
    Work at office

    JP Morgan Chase

    New York, NY
    22 hours ago
  •  ...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 JPMorganChase
    Summer work
    Private
    Summer internship

    JPMorganChase

    New York, NY
    4 days ago
  • $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 work
    Full time
    Fixed term contract
    Internship

    RBC Capital Markets, LLC

    New York, NY
    4 days ago
  • 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 work
    Private
    Full time
    Internship

    JPMorganChase

    New York, NY
    22 hours ago
  •  ...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 work
    Private
    Full time

    J.P. Morgan

    New York, NY
    4 days ago
  •  ...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 work
    Private
    Summer internship
    Work at office

    National Association of Independent Schools

    New York, NY
    3 days ago
  • $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 work
    Private
    Temporary work
    Worldwide

    Morgan Stanley

    New York, NY
    4 days ago
  • 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 work
    Full time
    Local area

    Citi

    New York, NY
    1 day ago
  • $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... 
    Private
    Full time

    Citigroup

    New York, NY
    2 days ago
  •  ...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 work
    Private
    Full time
    Summer internship
    Work at office

    Goldman Sachs Group, Inc.

    New York, NY
    22 hours ago
  • 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

    JPMorganChase

    New York, NY
    2 days ago
  •  ...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... 
    Private
    Work experience placement

    JPMorganChase

    New York, NY
    2 days ago
  • $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 work
    Private
    Work at office

    Tetrix

    New York, NY
    1 day ago
  • $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 work
    Private

    Level Equity

    New York, NY
    1 day ago
  • $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 work
    Private
    Visa sponsorship

    stepstone.fr

    New York, NY
    1 day ago
  •  ...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 work
    Private
    Work at office
    Monday to Friday

    Commonpoint Queens (Samuel Field YM and YWHA)

    New York, NY
    1 day ago
  • 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 work
    Private
    Full time
    Internship
    Summer internship

    Starwood Capital

    New York, NY
    22 hours ago
  • 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... 
    Private
    Full time
    Traineeship
    Immediate start
    Visa sponsorship

    null

    New York, NY
    22 hours ago
  • $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... 
    Private
    Work at office

    Morgan Stanley

    New York, NY
    22 hours ago
  • $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... 
    Private
    Full time
    Local area

    Citi

    New York, NY
    22 hours ago
  • $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... 
    Private
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    New York, NY
    2 days ago
  • $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 work
    Private
    Work experience placement

    Raymond James

    New York, NY
    5 days ago
  •  .... 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, partnership
    Summer work
    Private

    InforCapital, partnership

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Investment Counselor - Private Bank Summer Analyst. Be the first to apply!