UHNW Private Banking Advisor & Wealth Architect
$200kCitigroup Inc.
Citigroup Inc. is seeking a strategic professional for the Banker SAFE Act role in Greenwich, Connecticut. The position requires 15+ years of experience in Private Banking, specifically in handling ultra-high-net-worth clients. Responsibilities include identifying prospects, developing investment solutions, and serving as a trusted advisor for clients.
This role demands strong communication skills and a deep understanding of market dynamics to ensure optimal client relationships and financial strategies. Competitive salary and benefits package available, with potential earnings ranging from $200,000.00 to $500,000.00.
#J-18808-Ljbffr$200k
...clients’ businesses and sources of wealth generation. Anticipate... .... Serve as a trusted advisor to clients who frequently seek... ...term connections to the Citi Private Bank. Effectively manage client... ...Private Banking having covered the UHNW market / Extensive experience...PrivateFull time- ...Private Banker We are actively looking for exceptionally talented... ...within J.P. Morgan's U.S. Private Bank. If you have an... ...preserving and managing their wealth. You will use your knowledge of... ...Management provides individuals, advisors and institutions with strategies...PrivateTemporary workWork experience placementLocal area
- ...a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly... ...advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial...PrivateTemporary workWork experience placementLocal area
$57k - $115k
...providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's... ..., supports the Firm's Financial Advisors by managing the field sales... ...platform, including: hedge funds, private equity, private credit, private real...PrivateTemporary workWorldwide$65k - $80.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...our clients and employees. At Wealth Management from U.S. Bank and... ...investments to expand our advisor base and deliver an outstanding... ...and services Knowledge of private banking products and services,...PrivateFull timeTemporary workWork experience placementLocal areaFlexible hours$58k - $115k
...this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products and services... ...possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115...Private$25 - $38.46 per hour
...Private Client Banker Location: 270 Martine Avenue - White Plains, New York 10601 Job Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Investment Services, Private Bank, Mortgage or Business Banking....PrivateHourly payWork experience placementDay shift- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about... ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop...PrivateHourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...improve client experience and enhance Orange Bank & Trust Company’s brand in the marketplace. Seen as a trusted advisor, this position will work closely with their team... ...on clients in partnership with RM’s, Lenders, Private Banking, etc to deepen relationships,...PrivateTemporary workWork at officeLocal area
- ...Business Planning, Tax Strategies, Debt Management Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management Risk Insurance Products -... ...Care Insurance, Annuities Our financial advisors at help clients reach their goals by developing...PrivateWork experience placementWork at officeWork visa
- ...System Admin certification, ServiceNow Application Developer and/or Architect or Product line certifications a plus. • Working knowledge... ...Understanding of ITIL principles/best practices preferred. Banking experience is preferred. Must Have Technical/...
- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial... ...support your teammates’ success and the goals of the bank, while fostering a culture of diversity Build a book...
- ...Merrill Advisor Development Program - Financial Advisor: Southern CT Market Stamford,... ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Acknowledge ( Job Description: Merrill Wealth Management is a leading provider of...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Private Client Advisor II Greenwich, Connecticut To proceed with your application, you must be... ...least 18 years of age. Acknowledge ( Bank of America employees are required to... ...clients’ needs, preferences, and overall wealth strategy, being responsive to changes...PrivateWork at officeShift workDay shift
- ...Job Description A Long-standing, reputable name in the banking industry, is seeking a Commercial Portfolio Manager. This bank prides itself on its strong ties in the community, top credit culture, and strategic growth, year over year! This individual implements...
$120k
...This Career Looks Like As a Financial Advisor, you will establish yourself as a trusted... ...from: Consulting, finance, or banking Corporate leadership or management roles... ...including investments, risk management, and wealth strategies. Our advisors build practices...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours- ...TD in Mamaroneck, New York, is seeking a Retail Banker I to assist customers with banking solutions while delivering an exceptional experience. This role is integral in identifying TD solutions to help Customers achieve financial goals. Candidates should have at least...
$179k - $305k
...greatest potential. Title and Summary Director- Agentic AI Architect & AI Designer The Services team and solutions fuel growth... ...Engagement, Security Solutions, Business and Market Insights, and Open Banking. Focused on thinking big and scaling fast, our agile sales team...Full timeTemporary workPart timeWorldwideFlexible hours- ...experience to clients within J.P. Morgan's U.S. Private Bank. You will be working alongside a team of... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading... ...Asset Management provides individuals, advisors and institutions with strategies and...PrivateWork at office
- ...Private Client Advisor In Chase Wealth Management At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees... ...and support your teammates' success and the goals of the bank, while fostering a culture of diversity Build a book...
- ...investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will provide comprehensive financial... ...and support your teammates' success and the goals of the bank, fostering a culture of diversity. Build a book of business...
- A leading financial services firm in White Plains is seeking a Private Client Advisor for Chase Wealth Management. You will provide financial planning and personalized investment solutions to clients, focusing on developing client relationships and educating them on available...
- ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in...Full timeImmediate startAfternoon shift
$19.23 - $28.37 per hour
...Location: 2386 Summer Street - Stamford, Connecticut 06905 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and...Hourly payWork experience placementSummer workWork at officeDay shift- ...Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established book of business with M&T Bank. We’re seeking an experienced Financial Advisor to... ...across Retail, Business Banking, and Wealth teams. What You’ll Do: Manage...Work experience placement
$140k - $165k
...Description Position at Moneycorp Bank Limited Who We Are: Moneycorp powers global payments for corporates, institutions and high net worth individuals, combining worldwide reach with local expertise. With over 45 years of market experience, two...Permanent employmentFull timeWork at officeLocal areaWorldwide- ...Financial Solutions Advisor - Southern CT. Market Westport, Connecticut;Southbury, Connecticut; Cheshire, Connecticut; New Canaan, Connecticut... ..., you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$95k - $120k
...wide range of investment banking, securities, investment management and wealth management services. The... ...Stanley Financial Advisors across all channels to offer... ...services to institutional and private clients (e.g., Defined... ...solutions for UHNW international clients....Full timeTemporary workWork at officeWorldwide$85k - $140k
...segments—Institutional Securities, Wealth Management (“WM”), and Asset... ...almost 16,000 Financial Advisors and Private Wealth Advisors - one of the... ...its suite of world-class banking and lending products exclusively... ...the Ultra High Net Worth (“UHNW”) Commercial Real Estate (“...PrivateFull timeTemporary work$20.67 - $31.25 per hour
..., Connecticut 06905 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions...Hourly payWork experience placementSummer workDay shift
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