Senior Private Banker, UHNW Wealth Advisory
Citibank (Switzerland) AG
Citibank (Switzerland) AG is looking for a Vice President as a Banker in New York City. This role involves managing relationships with clients, providing strategic financial advice, and addressing complex financial needs. The ideal candidate will have 6-10 years of experience in Private Banking with a focus on UHNW clients. Responsibilities include identifying prospects, developing investment strategies, and ensuring compliance with regulatory requirements. Candidates should hold a Bachelor's degree, with a Master's preferred, and possess strong communication and analytical skills. #J-18808-Ljbffr
$170k - $210k
...methodology here. Regis UHNW Team: Our Regis Group was specifically... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...you will help a wide range of private investors, business owners, company... .... Job Summary: The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$350k
...full-service bank encompassing Private Banking, Lending, Branch,... ...Role Our client is seeking a Senior Advisor/ Banker who leads with investments.... ...service relationships with both UHNW & HNW clients.... ...7+ years' experience in the wealth management industry as either...Senior$200k
...Citi Private Bank - UHNW Private Banker - Director / MD Job Req Id: 25885495 Location(s): Houston, Texas, United States Job Type: Hybrid Posted: Jul... ...situation and utilize that knowledge to develop tailored wealth management strategies. Private Bankers are able to add value...SuggestedFull time- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...Senior
$165k - $225k
...Private Banking - Banker / Sr Banker - Latin America Coverage - New York Country... ...in total assets. Our Wealth Management & Insurance business... ...across investment advisory, credit, banking, and wealth... ...Existing network of HNW or UHNW relationships in the Latin America...SeniorHourly payFull timeContract workLocal areaShift work- ...while developing deeper relationships with clients. Qualifications & Experience ~5+ years of experience in investment advisory or wealth management ~ Proven, transferable book of business with high-net-worth clients (minimum of $10M AUM) ~ Active Investment...SeniorWork at office
- ...Job Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide. Senior... ...the firm. For more information on Beacon Pointe's wealth advisory services, please visit: . About Beacon Pointe Advisors...Senior
- ...Our Financial Services client is seeking a Senior Wealth Advisor to join their rapidly growing Fintech, RIA. This role is for you if you... ...Required Qualifications: ~9 + years of investment advisory experience. ~ A portable book of business ($25M in AUM) that...SeniorRemote work
- ...Job Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans... ...all levels Train and mentor associates across the wealth advisory team Qualifications ~ Bachelor's degree required ~1...Senior
- ...Position Type Regular Role Overview As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee‑based, non‑discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing...Senior
$10.4k
...Senior Wealth Advisor The Senior Wealth Advisor role is a critical role that will be foundational in shaping how the future of the wealth... ...We're Seeking Must Have ~10+ years of investment advisory experience ~ An existing client book of business that you actively...SeniorWork at officeImmediate start$160k - $200k
...Remote Senior Wealth Planner - Wealth Management (CPA + CFP Required) Be among the first 25 applicants. This range is provided by Stonepath... ...reimbursement, and strong benefits Direct impact on HNW/UHNW client strategy at a nationally recognized $30B AUM firm #J-18...SeniorFull timeWork at officeRemote workFlexible hours$100k - $300k
...Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...Capital Advisors is an RIA and our services include wealth management and wealth planning. The Senior Wealth Advisor works directly with clients and will...SeniorBase plus commissionFlexible hours$118k - $170k
...District. Role Overview As a Private Wealth Associate for Masterworks... ...gallery events, engaging UHNW prospective clients in-person... ...structure: you will work alongside Senior Advisors toward shared... ...eagerness to grow into a senior advisory role • Based in NYC and available...Afternoon shift- ...Citi is seeking a CPC Client Advisor (North Asia) to serve high-net-worth clients with comprehensive wealth management guidance and bespoke financial solutions. You will develop personalized plans, manage key relationships, and work with internal specialists to deliver...Senior
- ...Citi in Simi Valley is seeking a Wealth Relationship Manager to deepen affluent client relationships through financial planning and personalized guidance. You will work with a team of specialists to identify client needs, offer holistic solutions, and drive high-touch...Senior
$90k - $150k
..., collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and...SeniorFull time$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...SeniorTemporary workWork experience placement- ...A leading private wealth management firm is seeking an experienced Senior Wealth Planner to join its centralized Estate and Wealth Planning group serving high-net... ...client-facing environment and enjoys working across advisory, portfolio management, and planning teams. The...Senior
- ...Description Job Description This is a remote position. Senior Wealth Advisor Fee-Only Registered Investment Advisor Platform... ...across financial planning, portfolio construction, and ongoing advisory services Customize client portfolios, including access to...SeniorFor contractorsWork at officeRemote workFlexible hours
$200k - $300k
...The Banker SAFE Act is a strategic professional who... ...internally, often at a senior level. Some external communication... ...and sources of wealth generation.... ...connections to the Citi Private Bank. Effectively manage... ...Banking having covered the UHNW market / Extensive experience...Full time$85k - $115k
...Your role Are you skilled at developing wealth management strategies? Does financial data excite you? We're looking for a Senior Wealth Strategy Associate to: • assist... ..., administration and support, Client advisory / Relationship management, Finance, Portfolio...SeniorFull timeWork experience placementFlexible hours$110.5k - $202.7k
...EY and help to build a better working world. Senior Consultant – Financial Services – Insurance and Actuarial Advisory Services – Modeling – Advisory EY is a... ...new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate...SeniorSummer holidayWorldwideFlexible hoursShift work$250k
...information, please review .The Banker Team Leader SAFE Act manages senior Banker UHNW & HNW professionals. The job requires... ....* In addition to the role of Private Banker, the Team Leader will also... ...clients’ businesses and sources of wealth generation.* Anticipate events in...Full timeBank staff$192k - $288k
...$288,000.00/yr Overview The Private Banker Sr. Lead is a strategic professional... ...internally, often at a senior level, and externally. Developed... ...’ businesses and sources of wealth generation. Anticipate events... ...Banking having covered the UHNW market / Extensive experience...Full time- ...Overview Join to apply for the UK Private Banker role at Revolut Get AI-... ...through a solutions-based advisory approach Driving growth by identifying... ...in private banking, wealth management, or similar... ...s Candidate Privacy Notice. Seniority level Mid-Senior level Employment...Full timeImmediate startRemote work
$150k - $250k
...Alliance group is a boutique wealth advisory firm serving ultra-high-net-worth... ...and planning bench with a senior-caliber professional. The... ...Institutional portfolio strategy UHNW client-facing engagement... ...institutional asset management, OCIO, private wealth, or multi‑family...SeniorWork at office- ...Citi in New York is seeking a Wealth Relationship Manager to manage relationships with affluent clients. This role demands strong analytical skills and the ability to anticipate clients' complex financial needs. The ideal candidate has 5-8 years experience, a relevant...Senior
- ...Wealth Consultant About Life Science Wealth: Life Science Wealth is a specialized financial advisory firm dedicated exclusively to life science founders, executives, professionals, and their families. Using our proprietary “Science of Wealth” methodology, we create customized...Flexible hours
- ...Overview Position : Wealth Advisor Create your success story at Delta Community Credit Union – where... ...City (Wisdom Rd). Job Description As a senior member of Delta Community Retirement & Investment Services’ Advisory Services Team, the Wealth Advisor will mentor...Full timeRemote workFlexible hours
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