UHNW Private Banking Advisor & Wealth Architect
$200kCiti 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$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- 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
$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...PrivateFull timeWork experience placementWork at officeFlexible hoursShift workDay shift$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...SuggestedPermanent employmentLocal 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
- ...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...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
- ...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 *...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
- ...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...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift
$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...PrivateHourly payWork experience placementDay shift- ...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...
$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 officeShift workDay shift$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 roleWork at officeLocal areaImmediate startShift workDay shift$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 placementSummer holidayFlexible hours$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...PrivateFull timeLocal areaFlexible hours- ...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
$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 payWork experience placementWork at officeDay shift$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 employmentFull timeWork at officeLocal areaWorldwide$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 payWork experience placementWork at officeDay shift$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...PrivateWork at officeShift workDay shift- ...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...PrivateLocal area
$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 timeRemote work$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...PrivateFull timeWork at office$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- ...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...
$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 payFull timeFlexible hoursWeekend work- ...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(...PrivateWork experience placement
- ...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...
$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...PrivateFull timeWork experience placementLocal areaVisa sponsorshipWork visa
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