Senior Private Banking Leader & Wealth Strategy Architect
Jobleads-US
Citigroup Inc. is seeking a Private Banker Sr. Principal in Beverly Hills, CA, who will actively identify prospects, build relationships, and serve as a trusted financial advisor. The ideal candidate has over 15 years of experience in private banking and a strong background in relationship selling.
This role emphasizes excellent communication skills and the ability to understand complex client needs, ensuring tailored financial solutions to manage and create wealth effectively. Competitive benefits including health coverage and retirement plans are provided.
#J-18808-Ljbffr Jobleads-US- ...with ultra-high-net-worth families as their primary contact and strategic advisor, coordinating specialist teams across wealth structuring, credit, banking, asset management, tax and charitable giving. The role requires 15+ years with UHNW clients and FINRA Series 7 & 66...SeniorWork at office
- ...advisors, bankers, and business leaders in Treasury Management and Banking growth initiatives Assess... ...performance metrics to develop growth strategies Research and recommend... ...education Experience within Wealth & Investment Management, Private Banking, Trust, Brokerage,...SeniorPrivateWork experience placementWork at office
- ...unique brand of relationship banking and fostering a culture... ...solutions.About the Role:A Senior Wealth Advisor is an experienced financial... ...Client Service Specialists, Private Bankers, and Wealth... ...comprehensive planning and investment strategies consistent with their...SeniorPrivateFull timeImmediate start
$121.9k - $262.1k
Make banking a Fifth Third better® We connect great people to great opportunities... ...Bank. ABOUT THE ROLE: The Senior Wealth Strategist serves as the primary wealth strategy expert for high-net-worth and... ...(WMAs) and the broader Private Bank team to lead discovery, develop...SeniorPrivateBank staffShift work$60k - $125k
...career at the pinnacle of global wealth management. Goldman Sachs is... ..., investment management, banking and comprehensive advice to a... ...technology, data and design. Private Wealth Management (PWM) Goldman... ...and deliver customized strategies drawn from our deep investment...SeniorPrivateWork at office- Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra... ...investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning and private banking services, while maintaining...SeniorPrivate
$200k - $300k
Citi Global Wealth brings together the full power of... ...offices through Citi Private Bank, operates in the affluent... .... Is a true thought leader who develops new... ...internally and externally at a senior levels. Negotiations... ...approaches and strategies for the area. Responsible...PrivateFull time- Fifth Third Bank in Los Angeles, CA seeks a Senior Wealth Strategist to serve as the primary wealth strategy expert for high-net-worth clients (> $15MM) with complex financial needs... ...with Wealth Management Advisors and the Private Bank to lead discovery, develop...Private
- Citigroup Inc. seeks a seasoned Wealth Relationship Management Sr. Analyst to deepen affluent and high-net-worth client... ...discovery, profiling, and the delivery of holistic banking, credit, and investment strategies. With strong analytical and communication skills, you will...Senior
$87.03k - $138.97k
PRIVATE WEALTH ANALYSTWHAT IS THE OPPORTUNITY?Supports Private Banking client teams in delivering investment analysis and financial planning materials for high-net-worth... ...and ongoing progress on agreed upon client strategies.Partner with PB teams in business development,...PrivateBank staffRemote workShift work$99k - $150.8k
Job Description:At Bank of America, we are guided by a common purpose... ...developing and supporting strategies to identify and deliver... ...Financial Advisors existing wealth management clients and prospects... ...following:o Marketing and selling Private Wealth credit solutions with...PrivateFull timeWork at officeFlexible hoursDay shift- ...Union in Los Angeles seeks a General Counsel to serve as the legal advisor guiding the board, executive leadership, and senior management on banking, regulatory, and governance matters. You will lead the in-house legal function, manage outside counsel, oversee M&A, contracts...Senior
- PwC Private seeks a Senior Manager to lead large-scale projects, advise private clients on tax, strategy, and operational improvements, and drive cross-functional teams. You will engage with executives to deliver bespoke service plans and ensure disciplined execution....SeniorPrivate
- Wealth & Investment Management (WIM) is one of... ...support their clients.Banking, Lending, and Trust(... ...Fargo is seeking a Senior Growth Business Strategy Consultant to join our... ...and business leaders in driving Treasury... ...Investment Management, Private Banking, Trust, Brokerage...SeniorPrivateFull timeWork experience placementWork at officeFree visa
$250k
...0 - $500 000,00Category: Private Client Product Services,... ...negotiate internally, often at a senior level. Some external... ...technical approaches and strategies for the area. Citi Private Bank’s objective is to further... ...investments with wealth planning and private banking...PrivateFull timeLocal area- About this role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a regional... ...Ultra High Net Worth clients. This leader will partner closely with Private... ...investment and risk management approvals and strategy implementation.Ensure adherence to...SeniorPrivateFull timeWork experience placementWork at office
$65k - $80.2k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...One. Job Description The Wealth Management Advisor (WMA)... ...facilitating the delivery of strategies and capabilities including portfolio... ...Extensive knowledge of private banking products and services...PrivateTemporary workWork experience placementLocal area$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Beverly Hills, California, to manage... ...financial advice and comprehensive wealth management services. The position requires a minimum of 15 years in private banking, proficiency in investment products, and Series...Private- ...Senior Business Development Executive JP... ...companies in their private to public journey... ...closely with internal banking partners to build... ...effectiveness of strategies and identify areas... ...today we are a leader in investment banking... ...P. Morgan Asset & Wealth Management...SeniorPrivate
- Jobtailor in Los Angeles seeks a senior Growth Strategist for Treasury Management and Wealth Services. You will support... ...expand wallet share with tailored banking solutions. Analyze market trends... ...client data to develop growth strategies; collaborate with family offices...Private
- JPMorgan Chase & Co. is seeking a Business Relationship Manager Senior in Los Angeles to manage a portfolio of large business... ...relationships and deliver financial solutions while collaborating with Private Bank, Wealth, and Middle Market teams. The role emphasizes risk...SeniorPrivate
$182.7k - $339.3k
M&T Bank Corporation is looking for a manager in wealth management to lead and develop client relationships in Los Angeles, California. Candidates should have a Bachelor’s degree and over 11 years of relevant experience, including at least 4 years in a managerial role....Senior- ...adoption across our West Coast wealth channels? Why HSBC HSBC is one of the largest banking and financial services organizations... ...in enabling the Wealth-led strategy for International Wealth and... ...relationship by helping Wealth and Private Bank teams’ position and grow...SeniorPrivateBank staffLocal area
$141.83k - $263.41k
...Team Lead Private Banker Develops and manages client relationships... ...to these clients including: banking, credit, asset management,... ...across investments, trust and wealth transfer, credit, deposit, and... ...to their investment strategies and holdings consistent with...PrivateRemote work- ...The Emerging Middle Market (EMM) Segment Strategy Leader will serve as the EMM segment expert... ...Qualifications:In-depth understanding of Commercial Banking’s client segments, its products,... ...global environment with multiple and senior stakeholdersBachelor's degree from...Full timeWork experience placement
- ...to develop and implement customized Wealth Management strategies for clients.5. Orchestrates specialists... ...structuring, credit facilities, banking, asset management, budgeting, insurance... ...the organization is encouraged, senior leaders are accessible, and you can take pride...PrivateFull timeTemporary workFlexible hours
$83.92k - $125.88k
...3,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr.... ...recognize and understand a client's banking, credit and investment needs and... ...and financial planning strategies preferred.Must be a self-starter...Full timeWork at office$275k - $325k
SENIOR MANAGER, INVESTMENT MANAGEMENT GOVERNANCE OFFICE, RNDIP / REG... ...with Senior Management of the Wealth Management division, this role... ...responsible for City National Bank's Retail Non-Deposit... ...& Fiduciary Committee and the Private Banking and Wealth Management...SeniorPrivateWork at officeRemote work- ...Senior Vice President, Head of Compliance About the... ...Services Type Privately Held, Private Equity-backed... ...Technology Banking Lending Services... ...investment adviser, and wealth management regulations,... ...culture. The role requires a leader with deep compliance expertise...SeniorPrivate
- A leading bank seeks a Private Bank Senior Credit Officer in Los Angeles, responsible for overseeing credit approvals and managing a high-quality portfolio for private banking clients including high-net-worth individuals. The ideal candidate will have over 10 years of...SeniorPrivate
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