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$159k - $190k
...At First County Bank, You + We =Team YOU - Bring your talent... ...you need to become a Trusted Advisor to your clients. TEAM - As... ...are currently looking for a Wealth Advisor to join our First County... ...in wealth management, private banking, or financial advisory...PrivateLocal areaMonday to Friday- 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
$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- ...Fairygodboss is seeking a Private Banker in Greenwich, CT, to manage and advise clients on their wealth. The role involves building relationships and providing tailored... ...solutions using your knowledge in investments, banking, and wealth management. Ideal candidates have...Private
$205.7k - $360.1k
About Northern TrustAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud... ...responsibility.Deep understanding of public and private markets, portfolio construction, manager...PrivateOdd jobFull timeH1bWorldwideFlexible hours- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...PrivateTemporary workLocal area
- ...Governance About the Company Top-tier global investment bank Industry Financial Services Type... ...prime brokerage research institutional consulting wealth management and private wealth management private wealth management and social...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 andor trust field Knowledge of fiduciary and financial...PrivateWork experience placementWork at officeFlexible hoursShift workDay shift$150k - $165k
...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- ...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
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and... ...building, preserving and managing their wealth. You will use your knowledge of investments...PrivateTemporary workWork experience placementLocal area
- ...Senior Associate, FP&A | Investment Firm | Stamford, CT, three days a week on site If you come from private equity or investment banking, this could be the perfect next move. We're recruiting for a longtime client of Hoxton Circle, a multi-strategy investment firm that...Private3 days per week
$112k - $210k
...Road, Tarrytown New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...client promise acting as the primary client advisor developing and implementing strategies... ...an in-depth knowledge of financial wealth management services and products as well...PrivateFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Administrative Officer works.The J.P. Morgan Private Bank offers high net worth individuals and... ...Disability/VeteransJ.P. Morgan Asset & Wealth Management delivers industry-leading... ...Asset Management provides individuals, advisors and institutions with strategies and expertise...Private
$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- ...Vice President, Wealth Management Solutions, Trust & Estates, Trust Administrator About... ...financial services firm & investment bank Industry Financial Services Type... ...and investment bank asset management private banking and commercial banking Business...Private
$47.52k
J.P. Morgan Wealth Management - Private Client Advisor - Stamford, CT Job Information Job Identification: 210669452 Job Category: Advisors Business Unit: Consumer & Community Banking Posting Date: 09/23/2025, 09:42 AM Locations: Stamford, CT, United States Job Schedule...Full time- ...PRT activity, back-book portfolio oversight, securitized credit, private markets and infrastructure, helping turn data and market... ...investment management, fixed income, insurance, pensions, consulting, banking, asset management or a related analytical role. ~...PrivateFull timeTemporary workLocal areaFlexible hours
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending.... ...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
- A leading financial services firm seeks a Private Client Banker in Yorktown Heights, NY. You will be the primary contact for affluent clients, managing their banking relationships and providing tailored financial advice. The ideal candidate has strong relationship management...
$17 per hour
...Description Job Details Role: Residential Advisor (RA) Location: Thornwood, New York... ...Some companies are in the business of banking. Others are in the business of shoes. Or... ...the Team EF Academy is a leading private boarding and day high school, attracting...PrivateHourly payFull timeLive inNight shiftAfternoon shift- ...Wealth Management Client Associate Stamford, Connecticut To... ...years of age. Acknowledge ( Bank of America employees are... ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...Corp.”). Bank of America Private Bank is a division of Bank of...PrivateSeasonal workWork at officeWork from homeShift workDay shift
$150k - $190k
...NewEdge Capital Group is seeking a Wealth Strategist to serve high-net-worth clients, focusing on cash flow, estate planning, and philanthropic strategies. The role requires preparing wealth strategy reviews and coordinating with investment teams. A Bachelor's degree...Private- As a Select Growth Advisor to a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and... ...to help clients become more digitally confident and bank when, where, and how they wantChampion and support...
$88.4k - $132.6k
...88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...and understand a client's banking, credit and investment needs and... ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship...Full timeWork at office$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$88.4k - $132.6k
...88,400.00 - $132,600.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst... ...and understand a client's banking, credit and investment needs and... ...Lending Consultants and Financial Advisor, Small Business Partners, Relationship...Full timeWork at office- ...Financial Solutions Advisor - Albany / Hudson Valley Market Latham, New York;Armonk, New... ...18 years of age. Acknowledge ( Bank of America employees are required to meet... ...Corporation (“BofA Corp.”). Bank of America Private Bank is a division of Bank of America, N....PrivateTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$58k - $115k
...providing a wide range of investment banking, securities, investment management, and wealth management services. The Firm's... ...Worth Lending business in the Private Bank that serves clients with a net... ...and Private Wealth Financial Advisors to identify and efficiently deliver...PrivateTemporary workLocal areaWorldwide
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