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

UHNW Private Banking Advisor & Wealth Architect

$200k

Citi Group

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the UHNW Private Banking Advisor & Wealth Architect in Greenwich, CT vacancy
  • $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... 
    Private
    Full time

    Citigroup Inc.

    Greenwich, CT
    4 days ago
  • JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services...  ...candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional client... 
    Private

    JPMorganChase

    Greenwich, CT
    13 hours ago
  • $135.6k - $300k

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power...  ...and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and... 
    Private
    Full time
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    1 day ago
  • $120k - $195k

     ...: Permanent Overview We're recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management...  ...record in establishing new and maintaining existing HNW/UHNW client relationships. Responsibilities... 
    Suggested
    Permanent employment
    Local area

    JCW Group

    Stamford, CT
    1 day ago
  •  ...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... 
    Private
    Temporary work
    Work experience placement
    Local area

    Fairygodboss

    Greenwich, CT
    3 days ago
  •  ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset...  ...building, preserving and managing their wealth. You will use your knowledge of...  ...Asset Management provides individuals, advisors and institutions with strategies and expertise... 
    Private
    Temporary work
    Work experience placement
    Local area

    Fairygodboss

    Greenwich, CT
    2 days ago
  •  ...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... 
    Private
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Greenwich, CT
    3 days ago
  •  ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about...  ...affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources *... 
    Private
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Purchase, NY
    1 day ago
  •  ...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,... 
    Private
    Temporary work
    Work at office
    Local area

    Orange County Trust Company

    Port Chester, NY
    2 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...and prestigious financial services firm, most likely in a wealth management, private banking and/or trust field Knowledge of fiduciary and financial... 
    Private
    Work experience placement
    Work at office
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Greenwich, CT
    1 day ago
  • $25 - $38.46 per hour

    ## Licensed Private Client BankerApplylocations: White Plains, NYtime type: Full timeposted...  ...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses...  ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank... 
    Private
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    White Plains, NY
    2 days ago
  •  ...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... 

    JPMorgan Chase & Co.

    Stamford, CT
    more than 2 months ago
  • $100k

     ...Merrill Financial Solutions Advisor (Partially Licensed)- Southern Connecticut Market...  ...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 comprehensive... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Stamford, CT
    2 days ago
  • $80k - $90k

     ...Job Description Merrill Wealth Management is a leading provider of comprehensive wealth...  ...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help...  ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill is... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Greenwich, CT
    1 day ago
  • $142.6k - $261.5k

     ...most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate,...  ..., policy and billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation programs... 
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Stamford, CT
    2 days ago
  • $300k

     ...law firm (mid- to senior-level associate) and/or in-house at a bank or financial institution, with meaningful exposure to complex financial...  ...point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid... 
    Private
    Full time
    Local area
    Flexible hours

    Apollo Global Management

    Greenwich, CT
    5 days ago
  •  ...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... 
    Private
    Work experience placement
    Work at office
    Work visa

    Northwestern Mutual

    Stamford, CT
    4 days ago
  • $19.23 - $28.37 per hour

     ...Financial Wellness Advisor Location: 1 North Main Street - Port Chester, New York 10573 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... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Port Chester, NY
    1 day ago
  • $140k - $165k

     ...institutions and high net worth individuals, combining worldwide reach with local expertise. With over 45 years of market experience, two banking licences and offices in 11 countries, our technology delivers 24/7 accessibility, while our people deliver award-winning service.... 
    Permanent employment
    Full time
    Work at office
    Local area
    Worldwide

    Moneycorp

    Stamford, CT
    1 day ago
  • $19.23 - $28.37 per hour

     ...Location:**1 North Main Street - Port Chester, New York 10573**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),... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Port Chester, NY
    3 days ago
  • $100k - $275k

     ...Bank Of America Job Opportunity At Bank of America, we are guided...  ...access to the full array of Private Bank and the bank's...  ...needs, preferences, and overall wealth strategy, being responsive to...  ...and prospects as their trusted advisor, providing integrated recommendations... 
    Private
    Work at office
    Shift work
    Day shift

    Bank of America

    Old Greenwich, CT
    5 days ago
  •  ...international payroll across multiple countries and legal entities is strongly preferred Prior experience within asset management, financial services, banking, hedge funds, private equity, or other professional services environments is highly preferred #J-18808-Ljbffr... 
    Private
    Local area

    Coda Search│Staffing

    Stamford, CT
    2 days ago
  • $180k - $230k

     ...role is responsible for establishing and maintaining risk management policies and controls that ensure compliance with applicable banking laws and regulations. The leader will provide strategic guidance to first-line teams, collaborate with senior executives across the... 
    Full time
    Remote work

    Selby Jennings

    Stamford, CT
    1 day ago
  • $120k - $140k

     ...license 5+ years of experience, preferably in a Big 4 public accounting firm or a combination of public and private. Experience in the financial services, banking, or credit industry is a plus Strong technical knowledge of US GAAP and SOX Excellent verbal and written... 
    Private
    Full time
    Work at office

    Smith Arnold Partners

    Stamford, CT
    3 days ago
  • $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 time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Stamford, CT
    more than 2 months ago
  •  ...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... 

    gpac

    Greenwich, CT
    3 days ago
  • $18.5 - $23 per hour

     ...whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect... 
    Hourly pay
    Full time
    Flexible hours
    Weekend work

    Webster Bank

    Norwalk, CT
    6 hours ago
  •  ...Director Of Investments The Director of Investments provides exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. The Director of Investments is a senior service level position for a Financial Advisor(... 
    Private
    Work experience placement

    Morgan Stanley

    Purchase, NY
    4 days ago
  •  ...Associate Relationship Banker to welcome clients in our branch and provide thoughtful financial solutions. You will use the latest banking tools to deliver accurate service and build lasting relationships with customers. In this role, you will meet clients in person and... 

    JPMorganChase

    Greenwich, CT
    2 days ago
  • $200k - $240k

     ...ABOUT THE COMPANY Libertas Funding is an institutional-quality private credit firm headquartered in Greenwich, CT, providing growth capital...  ...-sized businesses nationwide. Backed by deep institutional banking and credit expertise, Libertas combines proprietary technology... 
    Private
    Full time
    Work experience placement
    Local area
    Visa sponsorship
    Work visa

    Libertas Funding LLC

    Greenwich, CT
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to UHNW Private Banking Advisor & Wealth Architect. Be the first to apply!